Professional Investor

DeFi and the changing landscape of crypto investments. Leveraging alpha opportunities from decentralised finance.

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.

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.

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’.

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.

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

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