Tag Archives: Future of Finance Project

Adapting to a New Reality: Investment Firms of the Future

Posted on 30 May 2018 by David Larrabee, CFA

Shifting cultural norms and quantum leaps in technology are accelerating change in the investment management industry. Read More

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Daniel Goleman: Finance as a Force for Good

Posted on 13 May 2016 by Lauren Foster

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

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The Promise of Africa

Posted on 11 May 2016 by Jason Voss, CFA

Bob Geldof shared a stirring vision for Africa. Not surprisingly, the lifelong activist pulled no punches in calling on finance to do its job and invest in the continent. Read More

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Bill Sharpe: Past, Present, and Future Financial Thinking (Video)

Posted on 7 May 2014 by Jennifer Curry

Nobel laureate Bill Sharpe sat down with Kepos Capital’s Robert Litterman to discuss theory and practice in investment management. Read More

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Carl Richards: Six Things the Investment Industry Can Do to Change the World

Posted on 6 May 2014 by Lauren Foster

“We’re in a moment in time right now where there is so much change going on in our industry, really revolutionary change,” Carl Richards says. Read More

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Help an Industry Re-Engage with Reality and Create Positive Change

Posted on 22 August 2013 by Peter M.J. Gross

In May 2014, the 67th CFA Institute Annual Conference will be held in Seattle, Washington. Register now, and help change finance for the greater good. Read More

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Trust: The Core of Client Relationship Management

Posted on 27 May 2013 by Rob Gowen, CFA

Lim How, the author of two books about motivation, discussed the challenges investment professionals face when building trust with clients and co-workers. Read More

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

Posted on 26 May 2013 by Rebecca Fender, CFA

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

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Securities Research: What Every Sell-Side Analyst Should Know

Posted on 25 May 2013 by Rob Gowen, CFA

Consultant Jeremy Bolland offers some simple tips for managing and mitigating the risks associated with writing and publishing research reports. Read More

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“Professionals Must Take the Lead in Restoring Trust,” Says CFA Institute CEO John Rogers, CFA (Video)

Posted on 23 May 2013 by Betty Wong

Markets may be up, but the bear market in trust is still very much with us, he contends. Read More

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