The Future’s $100 Trillion Question

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Now, more than ever, 2 million people working in financial services are uncertain about their future, watching a convergence of megatrends sweep through the investment world. Traditional practices and business models are being disrupted while interested observers are left wondering how it will all unfold.

These major trends are at the center of the countless variables and predictions trying to make sense of the future for financial services: Read More

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The Returns on Diversification

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Even after decades of progress in the professional advancement of women, under-representation in the investment space is a problem in every global market. And the higher we look up the management ladder, the worse it gets.

A Mercer study found that while women comprise about 67% of support-level staff in the industry, and close to 50% at the professional level, that percentage slumps to a mere 15% in the executive echelons. Read More

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A Map of Many Roads: Where do Cryptocurrencies Go from Here?

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The CFA Institute Annual Conference is an unrivaled opportunity to access high-quality, unbiased educational content that equips investment professionals with the latest thinking on critical industry issues. The 72nd CFA Institute Annual Conference will be held in London on 12–15 May 2019.

If 2017 was the year that cryptocurrencies made their grand entrance to the global financial dinner party, then 2018 is the year when everyone works out where they should sit.

With prices surging and slumping, Initial Coin Offerings (ICOs) vanishing faster than Arctic sea ice, hackers spreading fear, and authorities struggling worldwide to form coherent regulatory structures, the cryptocurrency landscape for investment professionals is confusing at best. Read More

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Staying Ahead of the Curve in Global Investing

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What’s next for global investors? What will matter most to clients and to firms — which technological and regional developments do you need to understand to be prepared for the future? These are some of the issues that will be discussed at the 71st CFA institute Annual Conference, an event designed to equip financial professionals with the tools necessary to succeed in an increasingly competitive, diverse, global working environment.

The pace of change is accelerating, and CFA Institute has put together a dynamic, forward-looking event that examines The Future of Global Investing. Prominent investors, top economists, bestselling investment authors, academic leaders, and those working on the forefront of technology and business will share insights into key issues at this event, with an emphasis on Asia. Read More

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Hong Kong Hosts the 71st CFA Institute Annual Conference

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One of the world’s largest and longest-running gatherings of investment professionals will return to the Asia Pacific region this May: The 71st CFA Institute Annual Conference will be hosted by The Hong Kong Society of Financial Analysts in Hong Kong.

As a destination, Asia’s world city has a lot to offer: Read More

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Eric Sim, CFA, and the Skills for Success

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Eric Sim, CFA

The CFA Institute Annual Conference is an unrivaled opportunity to access high-quality, unbiased educational content that equips investment professionals with the latest thinking on critical industry issues. The 72nd CFA Institute Annual Conference will be held in London on 12–15 May 2019.

Focus and persistence have paid off for Eric Sim, CFA. After failing important exams in high school, he resolved to apply himself, turning that setback into a pivotal moment that transformed his life. From there, his career trajectory took him from working at his father’s noodle stall to offering corporate finance solutions in a top investment bank.

Not only does Sim hold an MSc degree in finance, but he also earned his CFA charter — a journey that is completed by fewer than one in five candidates. Read More

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Cryptocurrency Derivatives and the Future of Bitcoin

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The CFA Institute Annual Conference is an unrivaled opportunity to access high-quality, unbiased educational content that equips investment professionals with the latest thinking on critical industry issues. The 72nd CFA Institute Annual Conference will be held in London on 12–15 May 2019.

Cryptocurrency Derivatives and the Future of Bitcoin

Last year saw a major change in the way that news outlets covered bitcoin and other cryptocurrencies. Though cryptocurrencies have generated outrageous headlines in the years since their initial introduction, 2017 marked a milestone in their transition from fringe investment to alternative asset.

Bitcoin derivatives, which would make the investment accessible to a broader pool of potential investors, have been under discussion since 2013. But regulatory approval has been difficult to obtain. Two exchanges in the United States, CBOE Global Markets and CME Group, received authorization and began listing bitcoin futures in December, and news outlets have been watching the settlements of those contracts closely to see what it could mean for bitcoin derivatives and for cryptocurrencies in general. Read More

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What Do Investment Professionals Need to Hear?

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The CFA Institute Annual Conference is an unrivaled opportunity to access high-quality, unbiased educational content that equips investment professionals with the latest thinking on critical industry issues. The 72nd CFA Institute Annual Conference will be held in London on 12–15 May 2019.

What Do Investment Professionals Need to Hear?

Richard Thaler taught behavioral economics and Michelle Wucker explained her gray rhino theory at the 70th CFA Institute Annual Conference in Philadelphia.

A few months later, the Royal Swedish Academy of Sciences awarded Thaler the 2017 prize in economics and the term “gray rhino” had charged into the world’s consciousness after newspaper headlines in China warned of threats to the nation’s economy. Read More

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Clients for Life: 7 Ways to Maintain Adviser Connections through Tough Times

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The CFA Institute Annual Conference is an unrivaled opportunity to access high-quality, unbiased educational content that equips investment professionals with the latest thinking on critical industry issues. The 72nd CFA Institute Annual Conference will be held in London on 12–15 May 2019.

Clients for Life: 7 Ways to Maintain Adviser Connections through Tough Times

Research has found that up to 70% of widows will leave their investment advisers after the death of a spouse. Why does that happen?

Amy Florian, CEO of Corgenius and author of No Longer Awkward: Communicating with Clients through the Toughest Times of Life, asserts that clients leave because most advisers fail to maintain connections during times of adversity and do not know how to talk with clients about personal loss. Read More

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Frances Barney, CFA, on Tackling Enterprise Investment Risk Management

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The CFA Institute Annual Conference is an unrivaled opportunity to access high-quality, unbiased educational content that equips investment professionals with the latest thinking on critical industry issues. The 71st CFA Institute Annual Conference will be held in Hong Kong on 13–16 May 2018.

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Written by Andrew C. Canter, CFA

Institutional investors face a unique challenge: If they must take risk to meet return requirements, then how can they measure that risk in a comprehensive manner? Integrated risk reporting and management quickly becomes complicated for institutional investors, given the lack of consistency in various systems and reports used by their underlying managers, funds, and investments.

At the 70th CFA Institute Annual Conference, Frances Barney, CFA, discussed how this challenge can be addressed through enterprise risk analysis. Barney, who is head of global risk solutions at BNY Mellon, gave a presentation on effective ways to review all of an investor’s assets for embedded investment risks. (However, this review would exclude normally non-investment risks, such as regulatory risk or longevity risk.)

Barney suggested a few different ways to approach enterprise risk analysis: Read More

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