Author Archives: Rebecca Fender, CFA

Rebecca Fender, CFA, leads the Future of Finance initiative, which is the thought leadership platform for CFA Institute. Her group publishes studies to help investment professionals build their careers and serve their clients more effectively. Their paper Investment Professional of the Future was recently awarded Best Investment Industry Paper of 2019 by Savvy Investor. Ms. Fender has testified before the U.S. House Financial Services Committee AI Task Force on the impact of artificial intelligence on investment roles. She speaks regularly at industry events and has been quoted in the Financial Times, Bloomberg, and the New York Times, among others. Prior to joining CFA Institute, Ms. Fender was a vice president at BlackRock working with pension funds and endowments, and she also worked at Cambridge Associates, where she published research about manager selection. She earned her undergraduate degree in economics from Princeton University and holds an MBA from the Darden School at the University of Virginia.

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

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Long-Termism: An Opportunity Worth Seizing

Long-termism is a hot topic in our profession and the dialogue is now extending to a new era of fiduciary capitalism that emphasizes the role large asset owners can have. Read More

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The Latest Thinking on Best Practices in Retirement Planning

Wade D. Pfau, CFA, reviewed some of the biggest current debates over retirement planning. Read More

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Restoring Trust in Finance: Remember That “It’s Always Someone Else’s Money”

Three practitioners offer some straightforward suggestions for changing the trajectory of the financial profession. Read More

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Lessons from a Whistleblower: Putting Integrity into Practice

Question your assumptions and never underestimate the importance of culture, former Olympus CEO Michael Woodford told delegates at the 66th CFA Institute Annual Conference. Read More

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Michael Pettis on China: “The Growth Rate in Investment Is Going to Collapse”

The country’s boom has been fueled by government investment, said the professor of finance at Peking University’s Guanghua School, and the current trajectory cannot continue. Read More

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