Author Archives: Rebecca Fender, CFA

Rebecca Fender, CFA, is head of the Future of Finance initiative at CFA Institute, a long-term global effort to shape a trustworthy, forward-thinking investment profession that better serves society. 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. Future of Finance publications include From Trust to Loyalty: A Global Survey of What Investors Want, and Gender Diversity in Investment Management: New Research for Practitioners to Close the Gender Gap. Previously, Ms. Fender also served as the director of the flagship CFA Institute Annual Conference.

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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