By: Rhodri Preece

Rhodri Preece, CFA, is Senior Head of Industry Research for CFA Institute. He is responsible the global research and thought leadership function at CFA Institute, including the Future of Finance, the CFA Institute Research Foundation, the Financial Analysts Journal, and the Enterprising Investor blog.

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Wealth managers must get ready for the great wealth transfer

City Talk

With the UK on the verge of a historic great wealth transfer, wealth managers must get ahead now, writes Rhodri Preece.
Wealth Managers and the Future of Trust: Insights from CFA Institute’s 2022 Investor Trust Study

City Talk

Corporate responsibility is more important than ever. Today, many investors expect more than just profit from their financial decisions; they want easy access to financial products and to be able to express personal values through their investments. Crucial to meeting these new investor expectations is trust in the financial services providers that enable investors to [...]
Mitigating litigation risk: The impact of corporate social performance factors

City Talk

Much has been written on the merits of ESG investing strategies and their ability to deliver comparable, if not superior, performance to traditional benchmarks. A majority of institutional investors are motivated to employ ESG investing strategies because they believe ESG will improve risk adjusted returns1, yet the circumstances in which ESG leads to better outcomes [...]

Bursting the bubble: Do widespread narratives about speculative bubbles stand up to the evidence?

July 13, 2021

According to popular narratives, episodes of market bubbles are replete throughout financial history. Some commentators argue that current valuation levels may reflect the emergence of bubble-like conditions. But what exactly is a bubble, and what does the evidence say? A new book published by the CFA Institute Research Foundation argues that more critical analysis is [...]
Crypto assets: you can doubt, but you can’t hide

June 15, 2021

It is no longer prudent to ignore the potential of crypto assets. The investment industry can be sceptical about crypto assets. Investors can certainly choose not allocate to them, but few can afford to ignore them. Why? Not just because Bitcoin’s dizzying ascent has captured the popular imagination but the more persuasive reasons why the [...]
Investment professionals must beware of the cyber risks in portfolios

May 25, 2021

Internet security blog posts are usually more at home on the inside pages of IT trade publications than on the front pages of international newspapers. The one published by Microsoft Corporate Vice President Tom Burt on 2 March, about the emergence of “state-sponsored threat actor” Hafnium, was a notable exception. A new threat had emerged, [...]
How is investors’ trust amidst market uncertainty?

May 19, 2020

During this time of heightened volatility, fear can dominate markets and obfuscate sound investment decision making. As the coronavirus crisis continues to place severe pressures on public health and the functioning of economies, the need for trust in the institutions and advisors that act on behalf of investors, as well as the financial system, is [...]

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By: Rhodri Preece

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