Professional Investor

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The ascent of primary research. Changing research models.

‘In Conversation’ Podcast with Dr Christian Koch, BB Biotech

Are hedge funds stepping up on climate transition?

DEI in real estate: a personal experience

Ask Liz - How do I negotiate a pay rise?

Value for money: a more holistic approach is needed

The path to regulation for digital assets

The future of cities: how technology is shaping the urban landscape

Innovation and Asset Management. ‘In Conversation’ Podcast with Marisa Hall, Head of the Thinking Ahead Institute.

The importance of raising awareness. Can asset owners save the world from a biodiversity crisis?

It’s time to dust off the old investment playbook. Focus on fundamentals as ‘free money’ era ends.

Will Goodhart, Chief Executive, CFA UK explains why investors need to pivot from an ESG strategy to an EST strategy to navigate the renewables revolution.

Profile of Shakil Shah, CFA

Got a problem? Ask Liz

Profile of Anthony Watson, The Bank of London

Understanding differing approaches to tokenisation

Marie Dzanis is Head of Asset Management in EMEA for Northern Trust Global Investments. In CFA UK’s ‘In Conversation Podcast’, Dzanis talked to Maha Khan Phillips about difficult market conditions, how investors are looking at their active and passive portfolio construction, and how they are considering factor exposure in their approaches.

Spotlight on the strategy

From the Archives

‘In Conversation’ Podcast with Joshua Maxey, CFA

Tackling mental health and wellbeing in the workplace. What can businesses do better?

When centralisation collapses: the case for a new dawn of decentralisation

Cutting through the hype: a realistic assessment of sustainability

Getting to Grips with Climate Change. CFA UK’s Certificate in Climate & Investing.

Navigating the new frontiers: how venture capital is fuelling growth in the in-space economy

Deeper scrutiny on the quality of carbon credits

Getting culture right

ChatGPT3: The unexpected virtue of ignorance

Shining a light on financial literacy

The Evolving World of Investment Research

CFA UK Chief Executive Will Goodhart considers whether the net-zero transition in the investment industry is being stifled by a lack of regulatory detail and unrealistic targets.

As well as leading the way on professional education in sustainable investing, CFA UK’s Board is making sure ESG is central to everything we do.

CFA UK’s new Sustainability Community and its Community Champions aim to build an ambitious agenda and tackle key issues for the industry.

How do I advocate for myself?

Market initiatives are increasing the availability of data

‘In Conversation’ Podcast with Henrietta Grimston

See who has recently graduated at the annual CFA UK Charterholder Ceremony.

The problem with growth managers? Not enough energy!

This article is oriented towards finance professionals of any age and level of experience willing to learn more about open-source third party libraries.

‘In Conversation’ Podcast with Sue Asprey-Price

“It was a real baptism of fire”. Interview with Lucy Walker, CFA

In CFA UK’s ‘In Conversation Podcast’, Clawson talked to Maha Khan Phillips about how forestry has evolved as an asset class, and key considerations for investment.

From the archive: Square Mile Scams

Regulatory change has become a perennial feature for financial markets and by any standards, 2023 promises to be especially significant for firms and ultimately, for the investors they serve.

An Interview with The Pensions Regulator’s David Fairs

CFA UK CEO Will Goodhart stresses the need for further education on climate in investing, and outlines 5 basic principles you can follow to grow your own knowledge for the net-zero transition.

CFA UK event highlights the need for great focus on ‘equity.’

Creating sustainable homes to rent through institutional investment

What Ethereum’s ‘merge’ means for sustainability and crypto

DEI in the Investment Profession

The investment implications of demographic change

For CFA UK’s ‘In Conversation’ Podcast, Puhan talked to Maha Khan Phillips about sustainability and cryptocurrencies, technological innovation, and what the future may hold in a blockchain world.

In CFA UK’s ‘In Conversation’ Podcast, Rau talked to Maha Khan Phillips about a study that examines how traumatic childhood events can go on to impact a fund manager’s investment performance decades later.

What to do when your workload is unsustainable

An Interview with Tina Adatia, CFA

Ahead of World Mental Health Day, Alison Unsted, UK Chief Executive Officer and Global Strategy Director at the City Mental Health Alliance, talks to Professional Investor about the role that businesses and individuals, can play in supporting the development of mentally healthy workplaces.

From the archives: An Economic Sheikh Up

Aneeka Gupta, CFA, is Director of Macroeconomic Research at WisdomTree. In CFA UK’s ‘In Conversation’ Podcast, Gupta talks to Maha Khan Phillips about the rising spectre of geopolitical risk and its impact on the investment landscape.

It’s time to male allies to think about inclusion in new and meaningful ways, says Mark Freed, Co-founder of E2W Services.

Generating Alpha using NLP Insights and Machine Learning

Is SDG-Washing a Risk for Listed Equities? The case for engagement as a key method for listed equities to align with the UN Sustainable Development Goals should be explored further, say Omar Shaikh and Usman Hayat, CFA.

Rick Di Mascio is Chief Executive of Inalytics. In CFA UK’s ‘In Conversation Podcast’, Di Mascio talked to Maha Khan Phillips about the evolution of behavioural finance, and where we go from here.

How to handle redundancy negotiations?

Five key trends driving the future. The GP-led market remains buoyant, with deals looking increasingly like third party private equity M&A, say Katie McMenamin and Sacha Gofton-Salmond.

The regions that least contributed to the climate crisis are likely to suffer the largest consequences, but their voices are not being heard in the ESG debate, argues Ahmed Olayinka Sule, CFA

In July, Big Society Capital, the social impact investor, celebrated its ten-year anniversary. Since then, the landscape has changed significantly. Stephen Muers, Chief Executive of Big Society Capital, talks to Professional Investor how social impact has changed, and what the future holds.

Multiple finance professionals have reached out over the last months via social media enquiring about how to become a Data Scientist. They have a perception that this can be achieved re is a perception, though, that they can achieve this within a year without prior coding experience and statistics knowledge.

Industry think tank and advocacy group City Hive has launched a new framework for measuring the corporate culture for investment companies. Founder Bev Shah talks to Maha Khan Phillips about the diversity greenwash in investment management, and the need to take a holistic approach.

Why the later living market is maturing

Now’s our chance to speed up the transition. Will Russia’s invasion of Ukraine be the catalyst for change?

Sustainable investing leads trust levels to increase. The good news is that trust in finance is on the rise and sustainable investing is a key influence.

Addressing equity in the investment industry. Diversity, Equity, and Inclusion have become key issues for the global investment industry, but there is still a long way to go, particularly on the ‘equity’ component, says Maha Khan Phillips.

Sustainable real estate is offering both challenges and opportunities to investors

An interview with Julia Hoggett, CEO of the London Stock Exchange

Is it time to change the conventional thinking on emerging market investment approaches?

An Interview with Justin Onuekwusi, CFA

How CFA UK volunteers give back to the investment profession

Volunteers Week 2022. A time to say thanks!

DeFi and the changing landscape of crypto investments. Leveraging alpha opportunities from decentralised finance.

This article will cover a brief piece of proprietary research exploring a relatively new machine learning approach to enhance portfolio optimisation problems: the TIC (Theory-Implied Correlation) matrix approach.

Could active managers raise the bar when running climate-focused funds? Research from Pensions for Purpose has revealed that active managers have a long way to go on benchmarking climate funds, says Chair and Founder Karen Shackleton.

Change doesn’t happen overnight, but Aneka Beneby, CFA, Portfolio Manager and Director at Julius Baer, believes that investment professionals can all play a part in building a more diverse and sustainable future.

Building diverse and equitable investment businesses. There are several things the investment industry can be doing better if it wants to attract more senior women into its ranks, says Mark Freed.

Where next for ESG? Professional Investor Roundtable.

What challenges face Islamic investments? There are challenges ahead for the global Islamic asset management industry, but also structural drivers that could support further growth, say Alastair Sewell, CFA and Bashar Al-Natoor .

I need management experience but I don’t know where to get It from.

Is Asset Management Changing for Good? The asset management industry is going through a period of profound transition. There are five ‘waves’ of change which will completely transform the landscape, argues Daniel Celeghin, Managing Partner at INDEFI.

Catriona Buckley, CFA, is Institutional Business Development Director at Gresham House. She talks to Professional Investor about her career, about the importance of having female mentors, and about advocating for her clients.

Does the European securitised market offer attractive investment opportunities? Improvements in collateral quality, regulatory oversight and more robust structures have encouraged some institutional investors to re-enter the European securitisation market, says Shakil Shah.

Last week CFA UK hosted a webinar How we can provide humanitarian help to Ukraine and spoke with the chair of CFA Society Ukraine, Oleskii Sobolev, CFA to hear first-hand his experience on the ground in Ukraine.

Ethical finance is one of the drivers of positive change. With current geopolitical events in the Ukraine there is now a need to respond to the rapidly moving energy supply shortages which are fast initiating an ‘economic war’.

What does the future hold for real estate? The line between technology and real estate is blurring, bringing new opportunities and asset classes, particularly in the residential, office, and biotech spaces, says Samantha Kempe, Co-Founder and Chief Investment Officer of IMMO Capital.

Women have been inspiring other women throughout history, whether socially, economically, culturally, politically, or through the roles they played within their own families.

This article provides an introduction to past research papers focused on accounting-related intangible items, and their implications in terms of absolute and risk-adjusted returns for investors with emphasis on equity strategies.

How will the advent of the metaverse change our future? The metaverse is more than immersive experiences for gamers. It is expected to be widely adopted in many areas, and offers a host of investment opportunities, suggests Frank Tsui, senior fund manager and head of ESG Investment at Value Partners.

Monica Filkova, CFA, Chair of CFA UK Certificate in Climate & Investing panel, talks about the prevalent role the financial sector has to play in the transition to net-zero, and how CFA Society UK takes its responsibility to offer investment education very seriously.

How technology is changing space operations. Mark Boggett, chief executive officer of Seraphim Space, talks to Professional Investor about why he believes that the space tech sector will become a fundamental portfolio asset of the future.

Deirdre Cooper is an industry veteran in the sustainability sector. She talks to Professional Investor about her career and her investment approach, her passion for sustainable finance, and why regional justice is so important.

Introducing the reboot. FS Race to Equality Index. The reboot. FS Race to Equality Index, which assesses D&I levels across the financial services industry and creates a scorecard for each sector, shows that there is still a long way to go to achieve real inclusion, say Anoosha Livani and Brandon Bhatti.

Q&A with William De Vijlder. What macro themes are adding uncertainties in 2022? Professional Investor asks William De Vijlder, group chief economist at BNP Paribas.

Rayna Lesser Hannaway, CFA, is a portfolio manager and analyst at Polen Capital. She talks to professional investor about her career, her investment philosophy, and about key lessons she has learnt along the way.

Is agriculture 4.0 an investment play? Agriculture is structurally changing, and that will bring opportunities for investors, says Lars Kalbreier, CFA.

What it will take to reach the tipping point in inclusion?

2021 saw plenty of political, social, and economic upheaval globally, and ended with the rising spectre of the Omicron variant. But what will 2022 bring? Leading industry
professionals talk to Professional Investor about the key themes and challenges that will dominate the coming year.

Artificial intelligence will help scale up sustainable investments and break through bottlenecks, says George Kell

A tool to help employees with disabilities and long-term health conditions ensure they have appropriate support at work

Girls making big GAINs in investment with CFA UK's Inclusion & Diversity Committee. An ethical inclusion discussion with the co-founders of GAIN (Girls Are Investors).

Professional Investor’s Agony Aunt, Liz Codd, Responds to Your Questions

Despite short term challenges, there are many structural and scalable equity market growth opportunities available, especially for small- cap investors, argues Aidan Farrell

Having always managed mandates on behalf of pensions, I am now seeing the other side of that coin

Understanding Risks and Opportunities

From the archives: the limits of competition

Celebrating Black History Month

An interview with Alan Brown, FSIP

Building diverse cultures in the workplace

Playing a role in climate mitigation

What the investment industry needs to know

Profile - Paris Jordan, CFA

Asset managers under scrutiny

Natural climate solutions and the pathway to net zero

Will global fund managers build up businesses in China?

An interview with Leon Kamhi

Will PropTech change the investment landscape?

Michael Barker, CFA, Miles Galaska, CFA and Liam Gilchrist, CFA highlight the issues that were raised in the Ethics in the Real World survey

Are stablecoins well understood?

Selling complex products

A high ESG rating is crucial for outperformance and resilience

Can using different recruitment channels help recruit skilled fund managers?

What is the future of money?

Maintaining commitment to ethical excellence

How can I get more flexible hours without impacting my career?

An interview with Sarah McMullen, CFA

Gina Miller on the launch of MoneyShe

Q&A with Noreen Biddle Shah, Founder of Reboot.

What Factors Are Influencing the Inflation Debate?

Remote working has brought opportunities but also plenty of fatigue

Diversity and leadership is at the heart of the agenda to influence positive change and drive progress

An interview with Alderman Tim Hailes

Creating new apprenticeships and build on their capabilities