3 Minute CEO

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?

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.

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

Profile of Shakil Shah, CFA

Got a problem? Ask Liz

Profile of Anthony Watson, The Bank of London

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

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

‘In Conversation’ Podcast with Joshua Maxey, CFA

Plenty of Risk in the System

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

How can you determine the right ethical choice on ESG?

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

A round up of CFA UK advocacy responses in 2022

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

The investment implications of demographic change

See who has recently graduated at the 2022 CFA UK Charterholder Ceremonies

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

DEI in the Investment Profession

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

'Side-pockets' for funds with suspended and sanctioned assets

In July the FCA published FS22/4 its feedback to the second half of CP21/18 looking at ESG integration in capital markets. It made for some interesting reading and we compare the market feedback and FCA’s published position with our own response from September 2021:

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.

Is legislation hampering the move to net zero?

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?

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.

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

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.

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

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.

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.

Undue influence

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

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

The fact that asset managers are increasing their digital content is not new, but the Covid-19 pandemic accelerated the transition to building larger digital channels, says Miles Donohoe.

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

Black professionals on lessons they have learnt in their careers

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

Optimising portfolios without sacrificing returns

Building confidence

Mike Zelouf, CFA, highlights five key themes that all asset management leaders should consider

An interview with Pinky Lilani, CBE

The first supra-national regulation for crypto assets, the Markets in Crypto-Assets (MiCA) brought forward in the late 2020 as a part of European Digital Finance package

Understand the main enhancements proposed by different scholar and practitioner researchers about using Machine Learning techniques nowadays

Professional Investor revisits an edition from 1992 about the Earth Summit in Rio and the challenges of climate change

What role emotions play in decision-making

What employers need to know about Ramadan

Monetary conditions are pushing investors into untested & risky alternatives

Marino Valensise, CFA, Group Chief Investment officer, Cardano

Are fund managers paying enough attention to the structural shift in the global energy system?

Tatjana Puhan, Deputy Chief Investment officer, TOBAM

How to make the world add up

Brishni Mukhopadhyay, CFA from the ESG Certificate Panel explores the investment decisions made around the Oil and Gas sector

Q&A with Rolando Grandi, CFA

How do I get noticed at work?

The CFA UK Fintech WIP Working Group talks to Taha Dar, CEO of SearchSmartly

What the generational shift means for investment managers

Will ESG turn Bitcoin into a digital 'stranded asset' or a monetary MySpace?

Making progress on inclusion balance

What lessons do women in the investment industry want to pass on?

Financial services institutions have a duty of care to customers and employees

Has the performance of ESG mandates in emerging markets during the March 2020 market shock been an important driver of growth?

Influencing others

Q&A...How are asset management job functions changing?

David Semmens, CFA, from the CFA UK Social Inclusion Working Group assesses social mobility issues from across the UK

Maisonneuve talks about why asset managers need to focus on their purpose, how to build sustainable cultures, and more

The CFA UK Investment Studies Working Group catches up with Kai Wu from Sparkline Capital about an innovative approach to value investing

What do bank stock prices tell us?

CFA UK’s Ethics Steering Committee addresses a real world challenge

Should investors be allocating to controlled environment agriculture?

A closer look at professional ethics and AI

Thinking and seeing things differently

What should asset managers be thinking about this year?

Promoting ethical conversations in the industry

What will 2021 bring the investment industry?

Are you resilient enough?

Are we at the beginning of the 4th Industrial Revolution?

Interview with Charlie Morris, Founder of ByteTree Asset Management?

A comprehensive analysis of the performance and flows of U.S.

Are cashflow driven investments the solution for pension funds?

How causality shifts over time

This spotlight series highlights role models in the sector to help show and encourage diversity in the industry.

Black Edge: Inside Information, Dirty Money and the Quest to Bring Down the Most Wanted Man on Wall Street

The Bank of England’s Clare Mattin speaks to Daniel Yates, CFA, CFA UK Inclusion and Diversity Committee, on the Bank’s Out and Proud Charter and Action Plan

Connecting top student talent with industry leaders

Let's talk about me

A summary study of the impact and risks created by negative rates and NIRP on governments, markets and institutions with six questions in conclusion for investment professionals

Every company in the future is going to be a technology company, says, Cruttenden, ASIP

Is now the time for international investment managers to address their China strategy?

Will 2020 be a watershed year for diversity in the workplace?

Emma Cleveland, Founder and Managing Director at Cleveland & Co, shares her views on working remotely, managing diverse teams and how to be a good leader outside of a traditional office set-up

Corporate governance makes an impact

Masahiro Onizuka, CFA, won the CFA UK and Brandes Essay Competition in 2020. Read his winning essay in which Onizuka attempts to answer: Is there now 'value' in value investing?

Alexander Laing, CFA, was highly commended to the CFA UK and Brandes Essay Competition in 2020. Read his winning essay in which Laing attempts to answer: Is there now 'value' in value investing?

Q&A with Nick Samuels, Head of Manager Research at Redington

An updated estimate for the green bond premium in the EU market

The insider information dilemma

Are markets largely indifferent to the outcome of elections?

Tia Counts talks about JP Morgan’s Advancing Black Leaders Programme and how to make the workforce more inclusive

This spotlight series highlights role models in the sector to help show and encourage diversity in the industry.

This spotlight series highlights role models in the sector to help show and encourage diversity in the industry.

What the analysis of opening buys reveals about successful research processes

Q&A with Peter van der Werf, Senior engagement Specialist at Robeco

John Kay calls for societies to have a shared common purpose and that individualism causes chaos

Worried about the impact of Covid-19? Don’t panic, says John Vail, Chief Global Strategist at Nikko Asset Management

I am young. How can I advance my career virtually?

Learning the ropes in a remote world

Helen Thomas, CFA, CEO of Blonde Money talks about why policymakers are running out of firepower to avert the crisis caused by Covid-19

Olivia Maguire from CFA UK’s Inclusion and Diversity Committee writes about how not everyone is coping with it and what employers can do about it

Q&A with Andrew Drake, ASIP

Shares her experiences about rising to the top and the challenges of building an inclusive culture

Will working from home ruin my career development?

Matt Jones, CFA, explores how unconscious biases can occur in teams, what this means for diversity and how we can manage them

Q&A with Marisa Hall, Co-Head of the Thinking Ahead Institute at Willis Towers Watson

CFA UK Socio-economic Inclusion working group talks to Dr Brandeis Marshall, CEO at DataedX

What does the future hold for asset management?

An interview with Sacha Sadan, ASIP, LGIM’s Director of Investment Stewardship

What impact has the Covid-19 pandemic had on environmental, social, and governance (ESG) investing?

Strategies and tactics for building a successful resume

The consequences, and opportunities digitisation brings asset management are likely to be transformational.

David Pitt-Watson writes about why companies must examine the effects of climate change when working out their accounts

Inclusion and diversity recruitment in the investment industry

Interview with Robin Creswell

Technology and social inclusivity in the age of Covid-19

The importance of allies and diverse teams, and coming out as a gay female leader in the office

CFA UK Insights Joanne Frearson talks to Justin Thomas, CFA Financial Training Instructor: Investment Banking at AMT Training

Is it time for a re-think?

Francesco Castelli is the Head of Fixed Income at Banor Capital , explains why ESG matters as a real-life investment tool

Professional Investors talks to Huy Nguyen Trieu, Co-Founder of the Centre for Finance, Technology and Entrepreneurship

Chief executives and other senior leaders need, now, more than ever, to have a successful management and leadership style

CFA UK Insights Joanne Frearson talks to Benjamin Jones, CFA, Senior Multi-Asset Strategist at State Street

Dr Alexandra Dobra-Kiel writes about how Covid-19 is increasing ethical risk

The leadership of women in ESG investment has been transformative, and yet unheeded

Should we look to the 1990's to understand how to decarbonise our economies

A podcast to discuss the challenges faced by the asset management industry

How can investment managers build sustainable, purposeful cultures and how can existing cultures be changed?

Rupert Mathieu analyses the growing trend of digital security

Profile of Guy Miller, ASIP

Andy Burton, Professionalism Advisor at CFA UK, asks volunteers from the CFA UK’s Professionalism Steering Committee about how the standards are helping them through these unprecedented times

Hilary Eastman, CFA, talks to CFA UK Insights about the challenges of virtual AGMs, and company reporting in the age of Covid-19

Returners roundtable

Q&A with Abigail Dean, Head of Sustainability, Nuveen Real Estate

CFA UK Insights Joanne Frearson talks to Eunice Zhu, CFA, Head of XVA Trading at SMBC Nikko Capital Markets

CFA UK Insights Will Goodhart talks to John Greaves, CFA, Head of Investment Strategy and Research at RPMI Railpen

CFA UK Insights Will Goodhart talks to Graham Cook, CFA, Strategic Investment Manager and Vice Chair of the CFA UK Board

Strategies and tactics to cope with a marked downturn and the fast changing world of investment careers.

CFA UK Insights Will Goodhart talks to Marg Franklin, CFA, President and CEO of CFA Institute

CFA UK Insights Will Goodhart talks to Alex Birkin, EY Partner, EY Global Wealth & Asset Management Advisory Leader and EMEIA Wealth & Asset Management Industry Leader

CFA UK Insights Will Goodhart talks to Daniel Murray, CFA, Deputy Chief Investment officer and Head at EFG BAnk

Will markets recover in 2020?

CFA UK Insights Will Goodhart talks to Masja Zandbergen-Albers, CEFA, Head of Sustainability Integration at Robeco

CFA UK Insights Will Goodhart talks to Ben Yeoh CFA, Senior Portfolio Manager at RBC Global Asset Management

CFA UK Insights Will Goodhart talks to Sylvia Solomon, ASIP Head of Investment, Private Markets at EEA Fund Management

Senior figures in asset management share their key lessons

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

CFA UK Insights Will Goodhart talks to Marietta Miemietz, CFA, Co-Founder and Director of Pharmaceutical Advisory at Primavenue Advisory Services

CFA UK Insights Joanne Frearson talks to Bixuan Xu, Analyst and Portfolio Manager for Global Equities at Allianz Global Investors

Are trustees making decisions quickly enough?

CFA UK Insights Will Goodhart talks to Richard Dunbar, CFA, ASIP, Head of Economic and Thematic Research at Aberdeen Standard Investments

CFA UK Insights Will Goodhart talks to Fraser Lundie, CFA, Head of Credit at Hermes

Professional Investor’s Agony Aunt, Liz Codd, responds to your questions

CFA UK Insights Will Goodhart talks to Colin McLean, CEO of SVM Asset Management

CFA UK Insights: Will Goodhart talks to Helen Thomas, CFA , CEO of Blonde Money

Professional Investor talks to Stacey English about how regulatory technology is transforming the finance industry

CFA UK Insights: Will Goodhart talks to Gerry Fowler, CFA FSIP

Crash of 1987: Why Markets Fail

Our career consultant, Sarah Dudney, answers your queries

Interview with David Ric, CFA, Co-Founder of Resco Asset Management

Why more capital is needed to address social and environmental challenges

Anna Macdonald, CFA, began her investment career in 1998, as a graduate at Henderson Global Investors.

Can you spot the narcissist in your office?

In April 2005, Professor Ian Tonks made a strong defence for active management, at least over a one-year time horizon. As the active/passive debate continues, his analysis makes interesting reading.

Providing a framework for expected conduct and behaviour in global financial markets

Marie Dzanis, Head of Asset Management, Northern Trust Asset Management EMEA

Whose job is it anyway?

In the last of this three-part series, Chris Vryonides provides some guidelines for those wanting to use machine learning in finance

This podcast focuses on the development and implementation of LGBT inclusion and diversity

In the second of this three-part series we take a look at the difficulties in implementing machine learning to financial markets

Gary Baker, CFA

When it comes to working in the finance sector many still think it is for people who have the right network and do the right kind of degrees.

The days when an Eton and Oxbridge graduate with a third class degree in Classics could walk into the City of London were long over, even in 1995, according to Peter Temple.

The first of this three-part series, which examines how machine learning can be used in finance

Does the investment industry need a healthy dose of scepticism?

This year CFA UK recognised five new Fellows for their contribution to the profession and commitment to building a better investment industry.

Genuine meritocracy is the hallmark of a fair society.

What the UK government needs to do to meet its legally binding committments

Can the mismatch between redemption terms and the liquidity of some funds’ assets potentially become a systematic risk?

After more than a decade of cheap money, what does 2020 hold?

Reservations concerning efficient markets hypothesis

Is the investment industry doing enough to put principles before profit?

Do you know what your colleagues are paid?

What Morningstar data reveals about fund management’s diversity problem

Why asset managers need stronger communication skills

Europe, and the UK’s position in Europe, has been a source of divided opinion for decades, with this article from a quarter of a century ago demonstrating just how complex the issue continued to be.

Eleni Sifakis, PIMCO, shares the experiences of being part of the Programme.

Becky Bond, Vanguard, explains the advantages of the Programme.

PI Interview: William De Vijlder, Group Chief Economist, BNP Paribas

Allison MacQuire, Fidelity International, talks about the value of collaborating with the Programme.

Kathryn Woodley, CFA, Allianz Global Investors, discusses the Programme.

Find out what's in store for ESG investing

Are Smart Cities an Attractive Investment Proposition for Institutional Investors?

Tim Hodgson, ASIP, head of Thinking Ahead Institute

Professional Investor’s Agony Aunt, Liz Codd, responds to your questions

Much has been said about how artificial intelligence (AI) and machine learning might change the investment profession.

Sorting the wheat from the chaff

Professional Investor’s Agony Aunt, Liz Codd, responds to your questions

Human capital in the financial services

Emerging technologies such as robotics and AI are transforming the financial systems to become automated and digitalised.

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

Are asset managers doing enough for LGBT+ inclusion?

Charlotte Wood is head of innovation and FinTech alliances at Schroders

The value of ESG analysis

Tomasz Bulinski, CFA, won the CFA UK and Brandes Essay Competition in 2020. Read his winning essay.

Substantial changes will have to be made to the economy to meet climate change commitments of COP21.

As data sets grow in critical mass can they be used to foretell the future? Andrew Morgan investigates

We all like to think of ourselves as wise, rational decision-makers, immune to the foibles and biases of others, but even behavioural psychologists cannot prevent short cut thinking, says Adrian Furnham.

Is the investment industry doing enough on ethical leadership?

Green bonds need not be niche but are often misunderstood

Professional Investor’s Agony Aunt, Liz Codd, responds to your questions

October is a dangerous month

Is technology empowering people to understand their financial lives?

Assessing fund manager value

PJ Coen argued in the May 1970 edition of The Investment Analyst, that all too often, investment decisions were based on a ‘gut’ instinct or hunch.

But it still has a long way to go

Does ‘group think’ actually lead to worse outcomes?

Can asset managers use gut instinct to achieve better performance?

Today’s prominent technologies like machine learning (ML) and artificial intelligence (AI) have a profound impact on investment evaluation

Profile Robin Martin, CFA

Professional Investor’s Agony Aunt, Liz Codd, responds to your questions

Ethical investments: a growing awareness

Mitesh Sheth, CEO of Redington

Are we at the tipping point for climate change?

Do diversity initiatives go far enough?

Banking Supervision in Europe: Is a New System Required?

25 years after the IMC was launched, CFA UK interviews some of its first candidates

Professional Investor’s Agony Aunt, Liz Codd, responds to your questions

Why it’s time to take another look at China and its emerging champions? Investors should look to China’s emerging innovative ‘unicorns’ to tap into the region’s tremendous growth, argues Alex Ma, CFA

Despite recent progress, more needs to be done to help companies embrace a flexible mind-set

How a satisficing approach can be applied to managing the balance sheet of a defined benefit pension scheme

Why traditional rebalancing needs to be reconsidered

David Witzer is Chief Executive Officer of Fossar Makerts

Stefan Lundbergh’s paper draws parallels on how the markets work in practice, using business cycles and challenging environments from a practitioner’s view.

Professional Investor’s Agony Aunt, Liz Codd, responds to your questions

Professional Investor’s archives reveal, there were mounting concerns, as far back as the turn of the century, that markets would fail in the future.

How CFA UK is helping members who wish to volunteer as charity trustees

Discover the story behind our new Certificate in ESG Investing in Will Goodhart’s latest CEO blog

CFA UK speaks to author Tim Steer

Focusing on Navigating Ethical Complexities

Helen Thomas, CFA, Chief Executive Officer and Founder, Blonde Money

Past performance is no predictor of future success. But that was not always the case.

Is there an optimal style that leads to better decision-making?

The Certificate in ESG Investing is an important milestone for the Society

Meet the two brothers who embraced the investment profession

Do we need emotional insight to be good fund managers?

Professional Investor’s Agony Aunt, Liz Codd, responds to your questions

Incorporating environment factors into investment philosophies was once such an esoteric idea, that Professional Investor coloured its paper green to highlight its importance.

Ian Cadby, chief executive officer and co-founder, Tiller Investments

Meet our new agony aunt, Liz Codd

Why do so many carefully selected, well-educated, high-flyers fail?

Why the flexible and co-working trend is not going anywhere

Why Hermes Investment Management uses therapy to support its managers

Tony Dalwood, Chief Executive Officer, Gresham House

Masja Zandbergen, Head of ESG Integration at Robeco

Why professionalism matters

Priyanka Chandran, CFA shares her views on the challenges that are delaying the implementation of Distributed Ledger Technologies (DLT) and why she believes it is a technology whose time is yet to come.

Debate about how the investment profession should evolve to meet its duties and obligations has always been a key concern for members, as demonstrated by this article, published in The Investment Analyst, September 1974.

Doing nothing about climate change is no longer an option for pension funds, argues Karen Shackleton.

Elena Koycheva, CFA, is senior RFP writer, Global Business Development, at BlueBay Asset Management

There is a small talent pool in responsible investment analysis. Investment firms would be well advised to develop a recruitment and retention strategy specific to ESG, and many are already doing exactly that, reveal Emma Wallis and Sarah Dudney.

Lucy Walker, CFA, is senior associate partner at Sarasin & Partners

Andrew Smith, CFA, shares his experience and learnings of being a mentor in the CFA UK Mentoring Programme 2018.

Is it time for a close review of asset allocation strategy?

Marie Lassegnore, CFA, is a portfolio manager at La Française

Incorporating environment factors into investment philosophies was once such an esoteric idea, that Professional Investor coloured its paper green to highlight its importance.

Stephanie Kelly, IMC is a senior political economist at ASI Research Institute, Aberdeen Standard Investments

25 years after the Investment Management Certificate (IMC) was created Professional Investor looks at how the asset management industry has evolved and how skill-set that professionals require for success for is changing.

Can analysts trust the numbers that companies put out?

Gillian Elcock is Founder and Managing Director at Denny Ellison.

Goliath funds have, in general, underperformed their smaller competitors over the last twenty years, says Jonathan Francis, CFA, Senior Fund Analyst at EFG Asset Management

The asset management industry wants to recruit from wider backgrounds, and this is good news. But there is still a long way to go on creating inclusive cultures.

Sarah Sakkej, CFA, Mentors with the Friendship Works Programme

Mike Zelouf, CFA, Director of International Business and Head of London Operations of Western Asset Management tells Professional Investor what keeps him up at night.

Do equity analysts add any value? And, if so, who captures it?

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

Oliver MacArthur, IMC, shares his thoughts on how the changes in budget support of the US Environment Protection Agency could impact on ESG scores.

Theo Kocken is co-chief executive officer of Cardano, the pension and risk consultancy.

Foreign and Colonial Investment Trust is the oldest surviving collective investment vehicle in the world.

From data to robotics - how is technology impacting on asset management?

Omar Kodmani, CFA, is Senior Executive Officer and Global Head of International Business Development at EnTrustPermal.

Q & A with Pavita Cooper

Be warned: Bitcoin's energy costs and inherent inefficiency can wipe out your investment.

Christian Burgin has volunteered his services to the Society as board member of CFA UK Scotland.

The question is often asked whether index funds make sense when it comes to credit investing?

Alex Ma, CFA, talks about his love of scuba diving, and the lessons it has taught him.

Andreas Utermann, ASIP, is Chief Executive Officer and Global Chief Investment Officer at Alliance Global Investors.

As the UK grapples with Brexit, it is interesting to look back and see that many of the concerns that existed in 1962 still exist today.

Tim Hodgson, ASIP, gives his views on what the industry might look like in five to ten years in the future.

Daniel Murray, CFA, provides some analysis on how monetary policy will impact financial markets.

Q & A with Andrew Lo

Head of Absolute Return and Commodities, Brunei Investment Agency.

John Citron, CFA, won the CFA UK and Brandes Essay Competition in 2017. Read his winning essay which considered the changes Ben Graham would make when publishing a ‘Security Analysis' 2017 edition.

Liam Nunn CFA, won the CFA UK and Brandes Essay Competition in 2016. Read the winning essay which described the characteristics demonstrated by Ben Graham that best reflect the way Liam practices today.

Gina Miller is leader of the True and Fair Party and co-founder of SCM Direct and MoneyShe. She is an activist, philanthropist, and now, political figure. At CFA UK’s virtual conference, Miller talked to Will Goodhart, chief executive of CFA UK, about getting inclusion right.

Looking back on the outcomes from the sessions at Day 2 of Inclusion at the heart of ESG

CFA Institute’s new DEI Code aims to drive cultural change, and greater inclusion in the industry.

How inclusion works in practice. Lessons and perspectives from Virginie Maisonneuve, CFA and Jayne Stiles, ASIP

CFA UK panellists explored the concept of a just transition and what it means for the investment industry.

Looking back on the outcomes from the sessions at Day 2 of Inclusion at the heart of ESG