Category Archives: Leadership, Management & Communication Skills

Five Themes Shaping the Future for Financial Professionals

Virginie Maisonneuve, CFA, sees an explosive combination of forces at work on the investment industry, and has ideas for addressing them. Read More

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Gleanings from Brexit: Recommended Links

A deeper understanding of the tensions that have driven ongoing clashes will be essential for investment professionals looking to adapt their approach to the global economy. Read More

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Building a Valued Service Culture in Investment Management

Dan Ariely set out to remind the 300 investment professionals at this year’s European Investment Conference of two simple facts: Read More

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Closing the Gender Gap Can “Grow the Cake for All”

Gender is just the low-hanging fruit in an approach that promises to benefit society at large, says Halla Tomasdottir, founder and CEO of Sisters Capital. Read More

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Overcoming the Economic God Complex

How can economic forecasters improve when they have little incentive to do any better? Behavioral economist Tim Harford thinks financial professionals need help overcoming a God complex. Read More

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4 Lessons from Iceland for Surviving a Financial Crisis

Halla Tomasdottir cofounded Audur Capital in the year before Iceland’s massive financial crisis. She credits the survival of her firm to four key values. Read More

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Where Should Analysts Look for Unique Insights? Beyond Company Management

James J. Valentine, CFA, says that three components must be combined to provide equity analysts with unique insight. Read More

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Investment Professionals: How Socially Useful Are You?

To restore trust, private wealth managers must step out of the shadows, demonstrate value, and prove their relevance not only to clients but also to society at large, says Newton Investment Management CEO Helena Morrissey. Read More

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Helena Morrissey on Diversity Driving Company Performance

Helena Morrissey says a diversity of perspective can improve company performance, but it must be developed internally, not imposed externally. Read More

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How to Find Elusive Happiness at Work

Alexander Kjerulf, chief happiness officer at Woohoo Inc., argues that happiness at work is not only good for employees but also good for profitability. He believes happiness is created by focusing on results, recognition, and relationships. Read More

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