Aug 2019 » People
Profile Robin Martin, CFA
Aug 2019 » Careers
Professional Investor’s Agony Aunt, Liz Codd, responds to your questions
Aug 2019 » From the Archive
Ethical investments: a growing awareness
Mitesh Sheth, CEO of Redington
Jul 2019 » ESG
Are we at the tipping point for climate change?
Jul 2019 » Diversity
Do diversity initiatives go far enough?
Jul 2019 » From the Archive
Banking Supervision in Europe: Is a New System Required?
Jul 2019 » Careers
25 years after the IMC was launched, CFA UK interviews some of its first candidates
Jul 2019 » Investments
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
Jun 2019 » Opinion
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
Jun 2019 » People
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.
Jun 2019 » Careers
Jun 2019 » From the Archive
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.
May 2019 » Charity
How CFA UK is helping members who wish to volunteer as charity trustees
May 2019 » ESG
Discover the story behind our new Certificate in ESG Investing in Will Goodhart’s latest CEO blog
May 2019 » People
CFA UK speaks to author Tim Steer
May 2019 » Ethics
Focusing on Navigating Ethical Complexities
Helen Thomas, CFA, Chief Executive Officer and Founder, Blonde Money
May 2019 » From the Archive
Past performance is no predictor of future success. But that was not always the case.
May 2019 » Investments
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
Apr 2019 » Behavioural Finance
Do we need emotional insight to be good fund managers?
Apr 2019 » Careers
Apr 2019 » From the Archive
Incorporating environment factors into investment philosophies was once such an esoteric idea, that Professional Investor coloured its paper green to highlight its importance.
Apr 2019 » People
Ian Cadby, chief executive officer and co-founder, Tiller Investments
Mar 2019 » Careers
Meet our new agony aunt, Liz Codd
Mar 2019 » Investments
Why do so many carefully selected, well-educated, high-flyers fail?
Mar 2019 » Opinion
Why the flexible and co-working trend is not going anywhere
Mar 2019 » Behavioural Finance
Why Hermes Investment Management uses therapy to support its managers
Mar 2019 » People
Tony Dalwood, Chief Executive Officer, Gresham House
Masja Zandbergen, Head of ESG Integration at Robeco
Feb 2019 » People
Why professionalism matters
Feb 2019 » Opinion
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.
Feb 2019 » From the Archive
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
Feb 2019 » ESG
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.
Jan 2019 » Analysis
Is it time for a close review of asset allocation strategy?
Jan 2019 » People
Marie Lassegnore, CFA, is a portfolio manager at La Française
Jan 2019 » From the Archive
Stephanie Kelly, IMC is a senior political economist at ASI Research Institute, Aberdeen Standard Investments
Jan 2019 » Careers
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.
Jan 2019 » Opinion
Can analysts trust the numbers that companies put out?
Dec 2018 » People
Gillian Elcock is Founder and Managing Director at Denny Ellison.
Dec 2018 » Portfolio Management
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
Dec 2018 » Diversity
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.
Nov 2018 » People
See who has recently graduated at the annual CFA UK Charterholder Ceremony.
Nov 2018 » Analysis
Do equity analysts add any value? And, if so, who captures it?
Nov 2018 » ESG
Oliver MacArthur, IMC, shares his thoughts on how the changes in budget support of the US Environment Protection Agency could impact on ESG scores.
Nov 2018 » Behavioural Finance
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.
Oct 2018 » Analysis
Foreign and Colonial Investment Trust is the oldest surviving collective investment vehicle in the world.
Oct 2018 » Investments
From data to robotics - how is technology impacting on asset management?
Oct 2018 » People
Omar Kodmani, CFA, is Senior Executive Officer and Global Head of International Business Development at EnTrustPermal.
Oct 2018 » Diversity
Q & A with Pavita Cooper
The question is often asked whether index funds make sense when it comes to credit investing?
Oct 2018 » Opinion
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.
Oct 2018 » From the Archive
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.
Oct 2018 » Behavioural Finance
Q & A with Andrew Lo
Oct 2018 » Asset Owners
Head of Absolute Return and Commodities, Brunei Investment Agency.
Jun 2017 » Opinion
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.
Jun 2016 » Opinion
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.