Practical analysis for investment professionals

Gender Diversity


Diversity and Inclusion: Driving Change in Investment Management

The investment management industry has a failing grade when it comes to diversity and inclusion. But a new report hopes to change that.

Jeopardy! and Gender Parity on Investment Teams

Why does gender parity matter for investment teams?

Weekend Reads: Billions of Reasons to Be Yourself

Showtime’s Billions is one of the best shows on television, says Sloane Ortel, and one of its best features is Asia Kate Dillon’s portrayal of Taylor Mason.

14 Perspectives on Finance, Markets, and Economies: Enhance Your #FinTwit Feed

Consider these 14 perspectives for a more complete view of the investment landscape.

Suni Harford: The Key to Retaining Women in Finance

Why are there so few women in asset management, specifically, and finance, generally? Put that question to Suni Harford, head of investments and group managing director at UBS Asset Management, and she would say: "Lack of opportunity."

Shaping the Future of Finance: Recent Gender Diversity Research

Heather Brilliant, CFA, and Brad M. Barber discuss recent research on gender diversity at the CFA Institute Alpha and Gender Diversity Conference. Lauren Foster provides a synopsis.

Top Five Articles from September: The Value Factor, Non-Retirement, Finance and Civilization

A defense of modern portfolio theory (MPT) by Nathan Erickson, CFA, CAIA, and Richard Stott; Nicolas Rabener's analysis of the value of factor investing; and an examination of the non-retirement phenomenon by Barbara Stewart, CFA, were among the leading posts from last month.

Planning for a Non-Retirement

Much of financial planning focuses on retirement. But what if your client isn’t planning to retire? Barbara Stewart, CFA, explores the question.

Women: The Private Investigators of Finance

All advisers are capable of spotting fraud. But based on a couple of recent stories and some interesting statistics, Barbara Stewart, CFA, thinks women may have a head start.

Women and Millennials: What Do They Want?

Knowing our clients is the best way to retain them, especially when it comes to women and millennials, who together represent over 60% of the adult population, says Barbara Stewart, CFA.



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