leadership skills

45 Posts

What’s Your Competitive Advantage?

As investment professionals, we spend a lot of time honing our analytical skills and keeping up to date on the latest market developments. But the other role many of us play is that of a communicator, one who effectively explains to prospective clients why we will serve them well. This is a competitive business, so clients want to know what makes us different from the thousands of other investment firms out there. Read more


Financial Services Leadership: Demographics and the Glass Ceiling

The pioneering businesswoman Barbara Roberts examined how far women in finance have come in the last 50 years and presented some surprising research about where things may be heading today in her presentation at the recent Women in Investment Management Conference. In particular, she focused on demographic changes, the ongoing pay gap, and the blossoming influence of millennials. Read more

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Book Review: The Innovation Paradox

The Innovation Paradox: Why Good Businesses Kill Breakthroughs and How They Can Change

Tony Davila and Marc J. Epstein lay out a systematic approach for dealing with “creative destruction,” or disruptive innovation, via the “Startup Corporation,” a separate entity within a larger company used to spur revolutionary innovation. Although written for managers who wish to inspire their employees to create breakthrough innovations, the book has implications for investors as well. Read more

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