By: CFA Institute Contributor

These are articles written by professionals for investment professionals. They are contributions from external subject matter experts who do not work for CFA Institute, but may be a CFA charterholder as well as a member of a CFA Society. All are experts in their field and strive to deliver useful insights that help investment professionals make better decisions.

All 123 Articles

3 ways to get the most out of a mentorship

February 28, 2018

In mid-2015, Lars van de Loo, CFA, jumped at the chance to participate in a newly formed mentoring program offered by CFA Society VBA Netherlands. He had just returned from a four-month sabbatical from his job as a strategy analyst at a clearing bank in Amsterdam and wanted to consider his next career steps. “I [...]
It’s getting hot out there, and investors need to protect themselves

February 2, 2018

In a previous incarnation, I was a theoretical astrophysicist. In that role, I worked on a team that tried to parse how much of global warming could be attributed to the sun and how much to human causes. As someone who worked directly with climate change data, I can assure you: Climate change is real. [...]
Practical tips on how to manage your career for happiness and success

January 22, 2018

The environment for modern careers has changed dramatically over the past few decades. Many describe the current environment as volatile, uncertain, complex, and ambiguous (VUCA). In this VUCA environment, organisations assume little or no responsibility for helping to manage employees’ careers. Meanwhile, professionals increasingly approach career planning from a total life perspective, putting emphasis on [...]
Floods, hurricanes and earthquakes – triggers of financial crises?

January 2, 2018

After the global financial meltdown of 2007–2008, a common question among market participants is whether we will be able to predict the next one before it happens. At the recent University of Virginia (UVa) Investing Conference, Robert Bruner, Dean Emeritus and current professor of UVa’s Darden School of Business, provided a primer on what [...]
What is unconscious bias and how can it sabotage diversity?

September 13, 2017

About a year ago, Sam became a proud parent. Sam was on parental leave for 9 months and is now back to work. Whilst reading those two sentences, what gender did you associate with Sam? Due to the fact that more women take parental leave compared to men, many of us spontaneously thought of [...]
Initiatives focused on ESG reporting are making progress, but there is more to do

August 29, 2017

It is frequently acknowledged that investors should identify and analyse any environmental, social, and governance (ESG) factors that could impact the value creation and risk profile of companies and integrate these factors into their investment process. Evidence supporting the relevance of this type of information for investors continues to grow — see, for example, [...]
Behavioural insights on financial advice

March 14, 2017

Saving and investing decisions are often made from opposite sides of the financial services spectrum. Advisers have the difficult job of building trust and bridging the two sides and their diverse demands. Matching the needs of retail savers with investment returns provided by users of capital is not easy as the two opposing sides — [...]
Celebrating International Women’s Day

March 8, 2017

There is no doubt that more work needs to be done to close the gender gap across many industries, from the military to elected office to tech to asset management. Raising awareness is one step along this path. To that end, today — International Women’s Day — communities across the world will reflect on the [...]
How Long Is the Investment Learning Curve?

March 2, 2017

Mistakes and disappointments are not unusual in the investment world. On the contrary, it is investment successes that are rare. Persistent boom-and-bust economic cycles underline the numerous unavoidable challenges that investment decision makers face. Moreover, professional investors rarely have a complete understanding of their own miscalculations or those of others. From poor analyst forecast accuracy [...]
Human Rights Issues and Your Portfolio

February 28, 2017

We would rather not think about human rights issues when it comes to asset allocation. In the developed world, we often treat human rights violations — modern-day slavery, child labour, etc. — as anachronisms, at least as far they concern us. Or we dismiss them as problems for someone else to deal with, whether activists, [...]

Tottenham Hotspur co-owner Daniel Levy gets gong in New Year Honours list

Tottenham Hotspur co-owner Daniel Levy gets gong in New Year Honours list

London exhibitions 2026: From Tracey Emin to Anish Kapoor

By: CFA Institute Contributor

All 123 Articles

Subscribe