Practical analysis for investment professionals

Women in Investment Management


Women and Finance: Five Trends to Celebrate

To mark International Women's Day, Barbara Stewart, CFA, finds reason to celebrate.

Data Science, Finance, and Women: A Powerful Intersection

Data science will be the key to unlocking the door for women to the most powerful positions in finance, says Barbara Stewart, CFA.

Risk Is a Moving Target

To mark International Women's Day, Barbara Stewart, CFA, shares insights from her latest research study on women and risk.

Investment Strategies amid Uncertainty

“What do you do in today’s market?” Three panelists addressed that question in a discussion at the CFA Institute Alpha and Gender Diversity Conference. Susan Hoover 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.

Lucy Kellaway on Office Life, Creativity, and Culture

Financial Times columnist Lucy Kellaway writes about office life, pushing back against some deep-rooted habits and misconceptions among workers and job applicants alike. She discussed her viewpoints on the financial workplace in a Take 15 interview with Lauren Foster, exploring such subjects as happiness, creativity, and the widespread use of misleading euphemisms.

Point of No Return: Two Factors Shaping Women and Investing

The global narrative about women and money is changing significantly and for the better. Two major factors have helped to shape this, according to Barbara Stewart, CFA.

Best of 2016: “Diversity Is the Engine of Invention”

It's harder than ever to dispute that more balanced teams deliver better results. But the financial industry still has a ways to go. Lauren Foster provides a list of the top content on the benefits of diversity from 2016.



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