Tag Archives: future of finance

Adapting to a New Reality: Investment Firms of the Future

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

Posted in Leadership, Management & Communication Skills, Portfolio Management, Standards, Ethics & Regulations (SER) | Tagged , , , , , , , | Comments Off on Adapting to a New Reality: Investment Firms of the Future

Paul Smith, CFA: Reasons to Believe

Paul Smith, CFA, urges his colleagues to breathe life into the idea of a “new professionalism.” Read More

Posted in Economics, Leadership, Management & Communication Skills, News, Speakers, Standards, Ethics & Regulations (SER) | Tagged , , , , | 1 Comment

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

The Changing Face of Wealth Management: How to Meet the Challenge

How can wealth managers adapt their value proposition and business models to meet the needs of a new generation of clients? Read More

Posted in Event Details, Investment Topics, News, Private Wealth Management, Speakers | Tagged , | 2 Comments

Asia and the Future of Finance: Restoring Trust Is an Urgent Task

Asia holds an eminent position in the post-crisis global financial order — and has a large stake both in restoring trust in the financial system and in shaping its future. Read More

Posted in Derivatives, Economics, Standards, Ethics & Regulations (SER) | Tagged , , , , , , , , , , , , , , , , , , , | Leave a comment