Tag Archives: investment industry

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

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Why Everyone Hates Finance, and What to Do about It

“Finance is being demonized, and it’s being demonized because people don’t understand it,” Mihir A. Desai says. “If we want to stop demonization, we have to make it accessible.” Read More

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Top 10 Steven Eisman Quotes from Hong Kong

Steven Eisman delivered an hour’s worth of pithy and insightful comments on the global financial crisis, the markets, and the finance industry. Read More

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Paul Smith, CFA: Purpose, Professionalism, and the Rise of Trust

At its best, capitalism with purpose creates value that is broadly apparent and commonly appreciated. We need to press for more of that today. Read More

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The Importance of Avoiding Unintended Bets in Your Investment Portfolio

At the 70th CFA Institute Annual Conference, Robert P. Browne, CFA, CIO at Northern Trust, discussed his team’s investment process and warned portfolio managers about understanding the full extent of the implied bets made with their investments. Read More

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Sir Paul Tucker Diagnoses Threats to the Success of Financial Capitalism

“You and your clients have a massive stake in the direction of banking reforms,” Sir Paul Tucker told the audience during his presentation at the 70th CFA Institute Annual Conference. Read More

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Investment Wisdom from the Masters: Risks and Relative Values in Diversified Global Portfolios

“We are lucky enough to hear from two important luminaries if I dare not say lions, of the financial economic world over the last few decades,” introduced Gillian Tett as Robert Shiller and Jeremy Siegel squared off again. Read More

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Differentiate Yourself: Building a Client-Oriented Culture

What do you need to do to survive in the wealth management industry today? Two words: Differentiate yourself. That was the message delivered by Isaac Presley, CFA, Blair duQuesnay, CFA, and John T. Elmes II, CFA. Read More

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Is Your Gray Rhino Plan in Place?

“The most obvious thing is what escapes us,” says author Michele Wucker. Her advice to financial professionals? Identify and plan for the obvious gray rhinos. Read More

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