Profile Robin Martin, CFA

Professional Investor’s Agony Aunt, Liz Codd, responds to your questions

Ethical investments: a growing awareness

Mitesh Sheth, CEO of Redington

Are we at the tipping point for climate change?

Do diversity initiatives go far enough?

Banking Supervision in Europe: Is a New System Required?

25 years after the IMC was launched, CFA UK interviews some of its first candidates

Professional Investor’s Agony Aunt, Liz Codd, responds to your questions

Why it’s time to take another look at China and its emerging champions? Investors should look to China’s emerging innovative ‘unicorns’ to tap into the region’s tremendous growth, argues Alex Ma, CFA

Despite recent progress, more needs to be done to help companies embrace a flexible mind-set

How a satisficing approach can be applied to managing the balance sheet of a defined benefit pension scheme

Why traditional rebalancing needs to be reconsidered

David Witzer is Chief Executive Officer of Fossar Makerts

Stefan Lundbergh’s paper draws parallels on how the markets work in practice, using business cycles and challenging environments from a practitioner’s view.

Professional Investor’s Agony Aunt, Liz Codd, responds to your questions

Professional Investor’s archives reveal, there were mounting concerns, as far back as the turn of the century, that markets would fail in the future.

How CFA UK is helping members who wish to volunteer as charity trustees

Discover the story behind our new Certificate in ESG Investing in Will Goodhart’s latest CEO blog

CFA UK speaks to author Tim Steer

Focusing on Navigating Ethical Complexities

Helen Thomas, CFA, Chief Executive Officer and Founder, Blonde Money

Past performance is no predictor of future success. But that was not always the case.

Is there an optimal style that leads to better decision-making?

The Certificate in ESG Investing is an important milestone for the Society

Meet the two brothers who embraced the investment profession

Do we need emotional insight to be good fund managers?

Professional Investor’s Agony Aunt, Liz Codd, responds to your questions

Incorporating environment factors into investment philosophies was once such an esoteric idea, that Professional Investor coloured its paper green to highlight its importance.

Ian Cadby, chief executive officer and co-founder, Tiller Investments

Meet our new agony aunt, Liz Codd

Why do so many carefully selected, well-educated, high-flyers fail?

Why the flexible and co-working trend is not going anywhere

Why Hermes Investment Management uses therapy to support its managers

Tony Dalwood, Chief Executive Officer, Gresham House

Masja Zandbergen, Head of ESG Integration at Robeco

Why professionalism matters

Priyanka Chandran, CFA shares her views on the challenges that are delaying the implementation of Distributed Ledger Technologies (DLT) and why she believes it is a technology whose time is yet to come.

Debate about how the investment profession should evolve to meet its duties and obligations has always been a key concern for members, as demonstrated by this article, published in The Investment Analyst, September 1974.

Doing nothing about climate change is no longer an option for pension funds, argues Karen Shackleton.

Elena Koycheva, CFA, is senior RFP writer, Global Business Development, at BlueBay Asset Management

There is a small talent pool in responsible investment analysis. Investment firms would be well advised to develop a recruitment and retention strategy specific to ESG, and many are already doing exactly that, reveal Emma Wallis and Sarah Dudney.

Lucy Walker, CFA, is senior associate partner at Sarasin & Partners

Andrew Smith, CFA, shares his experience and learnings of being a mentor in the CFA UK Mentoring Programme 2018.

Is it time for a close review of asset allocation strategy?

Marie Lassegnore, CFA, is a portfolio manager at La Française

Incorporating environment factors into investment philosophies was once such an esoteric idea, that Professional Investor coloured its paper green to highlight its importance.

Stephanie Kelly, IMC is a senior political economist at ASI Research Institute, Aberdeen Standard Investments

25 years after the Investment Management Certificate (IMC) was created Professional Investor looks at how the asset management industry has evolved and how skill-set that professionals require for success for is changing.

Can analysts trust the numbers that companies put out?

Gillian Elcock is Founder and Managing Director at Denny Ellison.

Goliath funds have, in general, underperformed their smaller competitors over the last twenty years, says Jonathan Francis, CFA, Senior Fund Analyst at EFG Asset Management

The asset management industry wants to recruit from wider backgrounds, and this is good news. But there is still a long way to go on creating inclusive cultures.

Sarah Sakkej, CFA, Mentors with the Friendship Works Programme

Mike Zelouf, CFA, Director of International Business and Head of London Operations of Western Asset Management tells Professional Investor what keeps him up at night.

See who has recently graduated at the annual CFA UK Charterholder Ceremony.

Do equity analysts add any value? And, if so, who captures it?

Oliver MacArthur, IMC, shares his thoughts on how the changes in budget support of the US Environment Protection Agency could impact on ESG scores.

The roundup from CFA UK’s fourth Behavioural Finance Conference. Catch up with the resources from the event.

Theo Kocken is co-chief executive officer of Cardano, the pension and risk consultancy.

Foreign and Colonial Investment Trust is the oldest surviving collective investment vehicle in the world.

From data to robotics - how is technology impacting on asset management?

Omar Kodmani, CFA, is Senior Executive Officer and Global Head of International Business Development at EnTrustPermal.

Q & A with Pavita Cooper

The question is often asked whether index funds make sense when it comes to credit investing?

Christian Burgin has volunteered his services to the Society as board member of CFA UK Scotland.

Be warned: Bitcoin's energy costs and inherent inefficiency can wipe out your investment.

Alex Ma, CFA, talks about his love of scuba diving, and the lessons it has taught him.

Andreas Utermann, ASIP, is Chief Executive Officer and Global Chief Investment Officer at Alliance Global Investors.

As the UK grapples with Brexit, it is interesting to look back and see that many of the concerns that existed in 1962 still exist today.

Tim Hodgson, ASIP, gives his views on what the industry might look like in five to ten years in the future.

Daniel Murray, CFA, provides some analysis on how monetary policy will impact financial markets.

Q & A with Andrew Lo

Head of Absolute Return and Commodities, Brunei Investment Agency.

John Citron, CFA, won the CFA UK and Brandes Essay Competition in 2017. Read his winning essay which considered the changes Ben Graham would make when publishing a ‘Security Analysis' 2017 edition.

Liam Nunn CFA, won the CFA UK and Brandes Essay Competition in 2016. Read the winning essay which described the characteristics demonstrated by Ben Graham that best reflect the way Liam practices today.