Sep 2023 » People
3 Minute CEO
Sep 2023 » Investments
The ascent of primary research. Changing research models.
‘In Conversation’ Podcast with Dr Christian Koch, BB Biotech
Sep 2023 » Climate Change
Are hedge funds stepping up on climate transition?
Aug 2023 » Inclusion and Diversity
DEI in real estate: a personal experience
Aug 2023 » People
Ask Liz - How do I negotiate a pay rise?
Aug 2023 » Investments
Value for money: a more holistic approach is needed
The path to regulation for digital assets
Jul 2023 » Technology
The future of cities: how technology is shaping the urban landscape
Jul 2023 » Asset management
Innovation and Asset Management. ‘In Conversation’ Podcast with Marisa Hall, Head of the Thinking Ahead Institute.
Jul 2023 » ESG
The importance of raising awareness. Can asset owners save the world from a biodiversity crisis?
Jul 2023 » Economics
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.
Jul 2023 » People
Profile of Shakil Shah, CFA
Jun 2023 » People
Got a problem? Ask Liz
Jun 2023 » LGBT
Profile of Anthony Watson, The Bank of London
Jun 2023 » industry
Understanding differing approaches to tokenisation
Jun 2023 » Investments
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
May 2023 » Investments
‘In Conversation’ Podcast with Joshua Maxey, CFA
May 2023 » Wellbeing
Tackling mental health and wellbeing in the workplace. What can businesses do better?
Apr 2023 » Investments
When centralisation collapses: the case for a new dawn of decentralisation
Cutting through the hype: a realistic assessment of sustainability
Apr 2023 » ESG
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
Mar 2023 » ESG
Deeper scrutiny on the quality of carbon credits
Mar 2023 » Investments
Getting culture right
Mar 2023 » Technology
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.
Mar 2023 » People
How do I advocate for myself?
Feb 2023 » ESG
Market initiatives are increasing the availability of data
Feb 2023 » Investments
‘In Conversation’ Podcast with Henrietta Grimston
Feb 2023 » People
See who has recently graduated at the annual CFA UK Charterholder Ceremony.
The problem with growth managers? Not enough energy!
Feb 2023 » Technology
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
Jan 2023 » People
“It was a real baptism of fire”. Interview with Lucy Walker, CFA
Jan 2023 » Investments
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
Jan 2023 » Professionalism
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.
Dec 2022 » ESG
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.
Nov 2022 » People
CFA UK event highlights the need for great focus on ‘equity.’
Creating sustainable homes to rent through institutional investment
Nov 2022 » Investments
What Ethereum’s ‘merge’ means for sustainability and crypto
Oct 2022 » People
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.
Oct 2022 » Investments
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
Oct 2022 » Wellbeing
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.
Sep 2022 » Investments
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.
Sep 2022 » Gender Diversity
It’s time to male allies to think about inclusion in new and meaningful ways, says Mark Freed, Co-founder of E2W Services.
Sep 2022 » Technology
Generating Alpha using NLP Insights and Machine Learning
Sep 2022 » ESG
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.
Aug 2022 » Behavioural Finance
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.
Aug 2022 » People
How to handle redundancy negotiations?
Aug 2022 » Investments
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.
Aug 2022 » ESG
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.
Jul 2022 » Data science
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.
Jul 2022 » ESG
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.
Jul 2022 » Investments
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.
Jul 2022 » Inclusion and Diversity
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.
Jun 2022 » ESG
Sustainable real estate is offering both challenges and opportunities to investors
Jun 2022 » Inclusion and Diversity
An interview with Julia Hoggett, CEO of the London Stock Exchange
Jun 2022 » Analysis
Is it time to change the conventional thinking on emerging market investment approaches?
Jun 2022 » People
An Interview with Justin Onuekwusi, CFA
How CFA UK volunteers give back to the investment profession
Jun 2022 » Charity
Volunteers Week 2022. A time to say thanks!
May 2022 » Investments
DeFi and the changing landscape of crypto investments. Leveraging alpha opportunities from decentralised finance.
May 2022 » Technology
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.
May 2022 » Climate Change
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.
May 2022 » People
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.
May 2022 » Gender Diversity
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.
Apr 2022 » Climate Change
Where next for ESG? Professional Investor Roundtable.
Apr 2022 » Analysis
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 .
Apr 2022 » People
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.
Mar 2022 » People
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.
Mar 2022 » Analysis
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’.
Mar 2022 » Technology
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.
Mar 2022 » Inclusion and Diversity
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.
Mar 2022 » Investments
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.
Feb 2022 » Climate Change
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.
Feb 2022 » Investments
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.
Feb 2022 » Inclusion and Diversity
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.
Feb 2022 » Economy
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.
Jan 2022 » Inclusion and Diversity
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.
Jan 2022 » Economics
Is agriculture 4.0 an investment play? Agriculture is structurally changing, and that will bring opportunities for investors, says Lars Kalbreier, CFA.
Jan 2022 » Gender Diversity
What it will take to reach the tipping point in inclusion?
Jan 2022 » Analysis
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 industryprofessionals talk to Professional Investor about the key themes and challenges that will dominate the coming year.
Dec 2021 » Technology
Artificial intelligence will help scale up sustainable investments and break through bottlenecks, says George Kell
Dec 2021 » Inclusion and Diversity
A tool to help employees with disabilities and long-term health conditions ensure they have appropriate support at work
Dec 2021 » Gender Diversity
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).
Dec 2021 » Careers
Professional Investor’s Agony Aunt, Liz Codd, Responds to Your Questions
Dec 2021 » Asset Owners
Despite short term challenges, there are many structural and scalable equity market growth opportunities available, especially for small- cap investors, argues Aidan Farrell
Nov 2021 » Asset management
Having always managed mandates on behalf of pensions, I am now seeing the other side of that coin
Nov 2021 » Analysis
Understanding Risks and Opportunities
Oct 2021 » From the Archive
From the archives: the limits of competition
Oct 2021 » Black Professionals
Celebrating Black History Month
Oct 2021 » Climate Change
An interview with Alan Brown, FSIP
Oct 2021 » Careers
Building diverse cultures in the workplace
Oct 2021 » ESG
Playing a role in climate mitigation
What the investment industry needs to know
Sep 2021 » Ethics
Profile - Paris Jordan, CFA
Sep 2021 » ESG
Asset managers under scrutiny
Sep 2021 » Climate Change
Natural climate solutions and the pathway to net zero
Sep 2021 » Asset management
Will global fund managers build up businesses in China?
An interview with Leon Kamhi
Sep 2021 » Technology
Will PropTech change the investment landscape?
Aug 2021 » Ethics
Michael Barker, CFA, Miles Galaska, CFA and Liam Gilchrist, CFA highlight the issues that were raised in the Ethics in the Real World survey
Aug 2021 » Technology
Are stablecoins well understood?
Selling complex products
Aug 2021 » ESG
A high ESG rating is crucial for outperformance and resilience
Aug 2021 » Asset management
Can using different recruitment channels help recruit skilled fund managers?
What is the future of money?
Jul 2021 » Ethics
Maintaining commitment to ethical excellence
Jul 2021 » Careers
How can I get more flexible hours without impacting my career?
Jul 2021 » Inclusion and Diversity
An interview with Sarah McMullen, CFA
Jul 2021 » Gender Diversity
Gina Miller on the launch of MoneyShe
Q&A with Noreen Biddle Shah, Founder of Reboot.
Jul 2021 » Economy
What Factors Are Influencing the Inflation Debate?
Jun 2021 » Careers
Remote working has brought opportunities but also plenty of fatigue
Jun 2021 » Inclusion and Diversity
Diversity and leadership is at the heart of the agenda to influence positive change and drive progress
Jun 2021 » LGBT
An interview with Alderman Tim Hailes
Creating new apprenticeships and build on their capabilities