Monthly Archives: May 2016

Building Long-Term Value: 10 Trends in Asset Stewardship

In Montréal, Rakhi Kumar discussed trends in investor engagement that she has seen in her role as managing director and head of corporate governance at State Street Global Advisors. Read More

Posted in Investment Topics, News, Standards, Ethics & Regulations (SER) | Tagged , , , , , | Leave a comment

Applied Fintech: Combining Invest-Tech’s Building Blocks

Everyone in the investment business wants to talk about fintech. But what about invest-tech? Read More

Posted in News, Portfolio Management, Speakers | Tagged , , , | Leave a comment

Generating Alpha by Exploiting Market Anomalies

Net of fees, the average active investor will underperform the stock market. Yet empirical data also suggest that there are a number of market anomalies that have persisted over time, and disciplined investors can exploit them to generate outsized returns, Peter Berezin says. Read More

Posted in Equity Investments, News, Portfolio Management, Speakers | Tagged , , | Comments Off on Generating Alpha by Exploiting Market Anomalies

Changes in Geopolitical Perspectives: “A World That Will Fragment”

Geopolitical analyst Peter Zeihan foresees simultaneous political crises that will erode local state authorities, unleashing violence and terrorism. Capital flight, driven by geopolitical concerns, will surely follow. Read More

Posted in Economics, News, Speakers | Tagged , , , | Leave a comment

Amy Myers Jaffe: Energy Markets and Musical Chairs

Ten years ago, we thought the world was running out of oil, that China and other emerging market countries would have insatiable energy demand growth, and that production costs would generally rise over time. That turned out to be wrong. Energy expert Amy Myers Jaffe explains why the world looks different today.

What’s changed? Read More

Posted in Alternative Investments, Economics, News, Speakers | Tagged , , , , | Comments Off on Amy Myers Jaffe: Energy Markets and Musical Chairs

Career Management: Adapting for the Future

If you knew with certainty that you would live to be 100, how would that impact how you think about your career? Tracey Wilen says you should plan with that eventuality in mind and offered several important pointers to consider as you go about preparing for it. Read More

Posted in Leadership, Management & Communication Skills, News, Speakers | Tagged , , | Comments Off on Career Management: Adapting for the Future

Cyber-Security in the 21st Century: Hunt or Be Hunted

The only way to be safe in a digital world is “to go Amish,” says cyber-security expert Eric Cole. But barring that, he offered five important tips to protect yourself from potential online threats. Read More

Posted in News, Speakers | Tagged | Comments Off on Cyber-Security in the 21st Century: Hunt or Be Hunted

Think Different, But Be Right

How do you differentiate yourself from other professional investors? Rupal J. Bhansali uses a process of elimination, screening out companies with unattractive characteristics so that an attractive opportunity set “rises to the top like cream over milk.” Read More

Posted in Equity Investments, News, Portfolio Management, Speakers | Tagged , | Comments Off on Think Different, But Be Right

Daniel Goleman: Finance as a Force for Good

Investment professionals across the globe need to take the long view and bend the arc of the future away from being self-focused and toward caring about others, says Daniel Goleman. Read More

Posted in Leadership, Management & Communication Skills, News, Portfolio Management, Speakers, Standards, Ethics & Regulations (SER) | Tagged , , , , , | Comments Off on Daniel Goleman: Finance as a Force for Good

Responsible Investment Is Coming of Age

In the 300 years since John Wesley’s sermon “The Use of Money,” responsible investing has evolved from the moral stance of a few to an approach now widely endorsed by global institutions and hotly pursued by millennials and seasoned advocates alike. So, where will it go from here? Read More

Posted in Economics, News, Performance Measurement & Evaluation, Portfolio Management, Speakers, Standards, Ethics & Regulations (SER) | Tagged , , , , | Comments Off on Responsible Investment Is Coming of Age