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 » Ethics
How can you determine the right ethical choice on ESG?
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
Dec 2022 » Ethics
A round up of CFA UK advocacy responses in 2022
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
The investment implications of demographic change
See who has recently graduated at the 2022 CFA UK Charterholder Ceremonies
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.
Oct 2022 » People
What to do when your workload is unsustainable
An Interview with Tina Adatia, CFA
DEI in the Investment Profession
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
Sep 2022 » Ethics
'Side-pockets' for funds with suspended and sanctioned assets
Sep 2022 » ESG
In July the FCA published FS22/4 its feedback to the second half of CP21/18 looking at ESG integration in capital markets. It made for some interesting reading and we compare the market feedback and FCA’s published position with our own response from September 2021:
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 » Climate Change
Is legislation hampering the move to net zero?
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
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?
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 » People
See who has recently graduated at the annual CFA UK Charterholder Ceremony.
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.
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.
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 » 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
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 » Investments
The fact that asset managers are increasing their digital content is not new, but the Covid-19 pandemic accelerated the transition to building larger digital channels, says Miles Donohoe.
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
Oct 2021 » Analysis
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
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
Black professionals on lessons they have learnt in their careers
May 2021 » Ethics
Michael Barker, CFA, Miles Galaska, CFA and Sonia Gandhi, CFA highlight the issues that were raised in the Ethics in the Real World survey
May 2021 » Climate Change
Optimising portfolios without sacrificing returns
May 2021 » Asset management
Mike Zelouf, CFA, highlights five key themes that all asset management leaders should consider
May 2021 » Culture
An interview with Pinky Lilani, CBE
May 2021 » Technology
The first supra-national regulation for crypto assets, the Markets in Crypto-Assets (MiCA) brought forward in the late 2020 as a part of European Digital Finance package
Understand the main enhancements proposed by different scholar and practitioner researchers about using Machine Learning techniques nowadays
Professional Investor revisits an edition from 1992 about the Earth Summit in Rio and the challenges of climate change
May 2021 » Wellbeing
What role emotions play in decision-making
Apr 2021 » Culture
What employers need to know about Ramadan
Apr 2021 » Technology
Monetary conditions are pushing investors into untested & risky alternatives
Apr 2021 » People
Marino Valensise, CFA, Group Chief Investment officer, Cardano
Apr 2021 » Climate Change
Are fund managers paying enough attention to the structural shift in the global energy system?
Tatjana Puhan, Deputy Chief Investment officer, TOBAM
Apr 2021 » Data science
How to make the world add up
Apr 2021 » ESG
Brishni Mukhopadhyay, CFA from the ESG Certificate Panel explores the investment decisions made around the Oil and Gas sector
Q&A with Rolando Grandi, CFA
Mar 2021 » Careers
How do I get noticed at work?
Mar 2021 » Fintech
The CFA UK Fintech WIP Working Group talks to Taha Dar, CEO of SearchSmartly
Mar 2021 » Asset management
What the generational shift means for investment managers
Mar 2021 » ESG
Will ESG turn Bitcoin into a digital 'stranded asset' or a monetary MySpace?
Mar 2021 » Gender Diversity
Making progress on inclusion balance
What lessons do women in the investment industry want to pass on?
Mar 2021 » Inclusion and Diversity
Financial services institutions have a duty of care to customers and employees
Has the performance of ESG mandates in emerging markets during the March 2020 market shock been an important driver of growth?
Feb 2021 » Ethics
Feb 2021 » Careers
Q&A...How are asset management job functions changing?
Feb 2021 » socio-economic inclusion
David Semmens, CFA, from the CFA UK Social Inclusion Working Group assesses social mobility issues from across the UK
Feb 2021 » Gender Diversity
Maisonneuve talks about why asset managers need to focus on their purpose, how to build sustainable cultures, and more
Feb 2021 » Investments
The CFA UK Investment Studies Working Group catches up with Kai Wu from Sparkline Capital about an innovative approach to value investing
Feb 2021 » Economy
What do bank stock prices tell us?
CFA UK’s Ethics Steering Committee addresses a real world challenge
Feb 2021 » ESG
Should investors be allocating to controlled environment agriculture?
Jan 2021 » Technology
A closer look at professional ethics and AI
Jan 2021 » Neurodiversity
Thinking and seeing things differently
Jan 2021 » Analysis
What should asset managers be thinking about this year?
Jan 2021 » Ethics
Promoting ethical conversations in the industry
Jan 2021 » COVID-19
What will 2021 bring the investment industry?
Jan 2021 » Wellbeing
Are you resilient enough?
Are we at the beginning of the 4th Industrial Revolution?
Jan 2021 » Investments
Interview with Charlie Morris, Founder of ByteTree Asset Management?
Jan 2021 » Equity funds
A comprehensive analysis of the performance and flows of U.S.
Dec 2020 » Investments
Are cashflow driven investments the solution for pension funds?
Dec 2020 » Technology
How causality shifts over time
Dec 2020 » Black Professionals
This spotlight series highlights role models in the sector to help show and encourage diversity in the industry.
Dec 2020 » Ethics
Black Edge: Inside Information, Dirty Money and the Quest to Bring Down the Most Wanted Man on Wall Street
Dec 2020 » LGBT
The Bank of England’s Clare Mattin speaks to Daniel Yates, CFA, CFA UK Inclusion and Diversity Committee, on the Bank’s Out and Proud Charter and Action Plan
Dec 2020 » socio-economic inclusion
Connecting top student talent with industry leaders
Dec 2020 » Opinion
Let's talk about me
Dec 2020 » Economy
A summary study of the impact and risks created by negative rates and NIRP on governments, markets and institutions with six questions in conclusion for investment professionals
Dec 2020 » People
Every company in the future is going to be a technology company, says, Cruttenden, ASIP
Dec 2020 » Asset management
Is now the time for international investment managers to address their China strategy?
Nov 2020 » Gender Diversity
Will 2020 be a watershed year for diversity in the workplace?
Nov 2020 » COVID-19
Emma Cleveland, Founder and Managing Director at Cleveland & Co, shares her views on working remotely, managing diverse teams and how to be a good leader outside of a traditional office set-up
Nov 2020 » ESG
Corporate governance makes an impact
Nov 2020 » Opinion
Masahiro Onizuka, CFA, won the CFA UK and Brandes Essay Competition in 2020. Read his winning essay in which Onizuka attempts to answer: Is there now 'value' in value investing?
Alexander Laing, CFA, was highly commended to the CFA UK and Brandes Essay Competition in 2020. Read his winning essay in which Laing attempts to answer: Is there now 'value' in value investing?
Q&A with Nick Samuels, Head of Manager Research at Redington
An updated estimate for the green bond premium in the EU market
Nov 2020 » Ethics
The insider information dilemma
Nov 2020 » Politics
Are markets largely indifferent to the outcome of elections?
Oct 2020 » Black Professionals
Tia Counts talks about JP Morgan’s Advancing Black Leaders Programme and how to make the workforce more inclusive
Oct 2020 » Analysis
What the analysis of opening buys reveals about successful research processes
Oct 2020 » ESG
Q&A with Peter van der Werf, Senior engagement Specialist at Robeco
Oct 2020 » Economy
John Kay calls for societies to have a shared common purpose and that individualism causes chaos
Oct 2020 » People
Worried about the impact of Covid-19? Don’t panic, says John Vail, Chief Global Strategist at Nikko Asset Management
Oct 2020 » Careers
I am young. How can I advance my career virtually?
Sep 2020 » Careers
Learning the ropes in a remote world
Sep 2020 » COVID-19
Helen Thomas, CFA, CEO of Blonde Money talks about why policymakers are running out of firepower to avert the crisis caused by Covid-19
Sep 2020 » Wellbeing
Olivia Maguire from CFA UK’s Inclusion and Diversity Committee writes about how not everyone is coping with it and what employers can do about it
Sep 2020 » Asset Owners
Q&A with Andrew Drake, ASIP
Sep 2020 » socio-economic inclusion
Shares her experiences about rising to the top and the challenges of building an inclusive culture
Will working from home ruin my career development?
Sep 2020 » Inclusion and Diversity
Matt Jones, CFA, explores how unconscious biases can occur in teams, what this means for diversity and how we can manage them
Aug 2020 » People
Q&A with Marisa Hall, Co-Head of the Thinking Ahead Institute at Willis Towers Watson
Aug 2020 » socio-economic inclusion
CFA UK Socio-economic Inclusion working group talks to Dr Brandeis Marshall, CEO at DataedX
Aug 2020 » COVID-19
What does the future hold for asset management?
An interview with Sacha Sadan, ASIP, LGIM’s Director of Investment Stewardship
Jul 2020 » ESG
What impact has the Covid-19 pandemic had on environmental, social, and governance (ESG) investing?
Jul 2020 » Careers
Strategies and tactics for building a successful resume
Jul 2020 » Analysis
The consequences, and opportunities digitisation brings asset management are likely to be transformational.
David Pitt-Watson writes about why companies must examine the effects of climate change when working out their accounts
Jul 2020 » socio-economic inclusion
Inclusion and diversity recruitment in the investment industry
Jul 2020 » People
Interview with Robin Creswell
Technology and social inclusivity in the age of Covid-19
Jun 2020 » LGBT
The importance of allies and diverse teams, and coming out as a gay female leader in the office
Jun 2020 » COVID-19
CFA UK Insights Joanne Frearson talks to Justin Thomas, CFA Financial Training Instructor: Investment Banking at AMT Training
Jun 2020 » Opinion
Is it time for a re-think?
Jun 2020 » ESG
Francesco Castelli is the Head of Fixed Income at Banor Capital , explains why ESG matters as a real-life investment tool
Jun 2020 » Careers
Professional Investors talks to Huy Nguyen Trieu, Co-Founder of the Centre for Finance, Technology and Entrepreneurship
Jun 2020 » Culture
Chief executives and other senior leaders need, now, more than ever, to have a successful management and leadership style
CFA UK Insights Joanne Frearson talks to Benjamin Jones, CFA, Senior Multi-Asset Strategist at State Street
Dr Alexandra Dobra-Kiel writes about how Covid-19 is increasing ethical risk
Jun 2020 » Gender Diversity
The leadership of women in ESG investment has been transformative, and yet unheeded
Should we look to the 1990's to understand how to decarbonise our economies
Jun 2020 » socio-economic inclusion
A podcast to discuss the challenges faced by the asset management industry
How can investment managers build sustainable, purposeful cultures and how can existing cultures be changed?
May 2020 » Cybersecurity
Rupert Mathieu analyses the growing trend of digital security
May 2020 » COVID-19
Profile of Guy Miller, ASIP
Andy Burton, Professionalism Advisor at CFA UK, asks volunteers from the CFA UK’s Professionalism Steering Committee about how the standards are helping them through these unprecedented times
Hilary Eastman, CFA, talks to CFA UK Insights about the challenges of virtual AGMs, and company reporting in the age of Covid-19
May 2020 » Gender Diversity
Q&A with Abigail Dean, Head of Sustainability, Nuveen Real Estate
Apr 2020 » COVID-19
CFA UK Insights Joanne Frearson talks to Eunice Zhu, CFA, Head of XVA Trading at SMBC Nikko Capital Markets
CFA UK Insights Will Goodhart talks to John Greaves, CFA, Head of Investment Strategy and Research at RPMI Railpen
CFA UK Insights Will Goodhart talks to Graham Cook, CFA, Strategic Investment Manager and Vice Chair of the CFA UK Board
Apr 2020 » Careers
Strategies and tactics to cope with a marked downturn and the fast changing world of investment careers.
CFA UK Insights Will Goodhart talks to Marg Franklin, CFA, President and CEO of CFA Institute
CFA UK Insights Will Goodhart talks to Alex Birkin, EY Partner, EY Global Wealth & Asset Management Advisory Leader and EMEIA Wealth & Asset Management Industry Leader
CFA UK Insights Will Goodhart talks to Daniel Murray, CFA, Deputy Chief Investment officer and Head at EFG BAnk
Apr 2020 » Macroeconomics
Will markets recover in 2020?
CFA UK Insights Will Goodhart talks to Masja Zandbergen-Albers, CEFA, Head of Sustainability Integration at Robeco
CFA UK Insights Will Goodhart talks to Ben Yeoh CFA, Senior Portfolio Manager at RBC Global Asset Management
CFA UK Insights Will Goodhart talks to Sylvia Solomon, ASIP Head of Investment, Private Markets at EEA Fund Management
Apr 2020 » People
Senior figures in asset management share their key lessons
CFA UK Insights Will Goodhart talks to Marietta Miemietz, CFA, Co-Founder and Director of Pharmaceutical Advisory at Primavenue Advisory Services
CFA UK Insights Joanne Frearson talks to Bixuan Xu, Analyst and Portfolio Manager for Global Equities at Allianz Global Investors
Apr 2020 » Asset Owners
Are trustees making decisions quickly enough?
CFA UK Insights Will Goodhart talks to Richard Dunbar, CFA, ASIP, Head of Economic and Thematic Research at Aberdeen Standard Investments
CFA UK Insights Will Goodhart talks to Fraser Lundie, CFA, Head of Credit at Hermes
Professional Investor’s Agony Aunt, Liz Codd, responds to your questions
CFA UK Insights Will Goodhart talks to Colin McLean, CEO of SVM Asset Management
Mar 2020 » COVID-19
CFA UK Insights: Will Goodhart talks to Helen Thomas, CFA , CEO of Blonde Money
Mar 2020 » Technology
Professional Investor talks to Stacey English about how regulatory technology is transforming the finance industry
CFA UK Insights: Will Goodhart talks to Gerry Fowler, CFA FSIP
Mar 2020 » From the Archive
Crash of 1987: Why Markets Fail
Mar 2020 » Careers
Our career consultant, Sarah Dudney, answers your queries
Mar 2020 » People
Interview with David Ric, CFA, Co-Founder of Resco Asset Management
Mar 2020 » ESG
Why more capital is needed to address social and environmental challenges
Anna Macdonald, CFA, began her investment career in 1998, as a graduate at Henderson Global Investors.
Mar 2020 » Behavioural Finance
Can you spot the narcissist in your office?
In April 2005, Professor Ian Tonks made a strong defence for active management, at least over a one-year time horizon. As the active/passive debate continues, his analysis makes interesting reading.
Feb 2020 » Ethics
Providing a framework for expected conduct and behaviour in global financial markets
Feb 2020 » People
Marie Dzanis, Head of Asset Management, Northern Trust Asset Management EMEA
Feb 2020 » Opinion
Whose job is it anyway?
Feb 2020 » Fintech
In the last of this three-part series, Chris Vryonides provides some guidelines for those wanting to use machine learning in finance
Feb 2020 » Partner Programme
Feb 2020 » LGBT
This podcast focuses on the development and implementation of LGBT inclusion and diversity
In the second of this three-part series we take a look at the difficulties in implementing machine learning to financial markets
Gary Baker, CFA
Feb 2020 » socio-economic inclusion
When it comes to working in the finance sector many still think it is for people who have the right network and do the right kind of degrees.
Feb 2020 » From the Archive
The days when an Eton and Oxbridge graduate with a third class degree in Classics could walk into the City of London were long over, even in 1995, according to Peter Temple.
The first of this three-part series, which examines how machine learning can be used in finance
Jan 2020 » Opinion
Does the investment industry need a healthy dose of scepticism?
This year CFA UK recognised five new Fellows for their contribution to the profession and commitment to building a better investment industry.
Jan 2020 » socio-economic inclusion
Genuine meritocracy is the hallmark of a fair society.
Jan 2020 » ESG
What the UK government needs to do to meet its legally binding committments
Jan 2020 » Investments
Can the mismatch between redemption terms and the liquidity of some funds’ assets potentially become a systematic risk?
Jan 2020 » Macroeconomics
After more than a decade of cheap money, what does 2020 hold?
Jan 2020 » From the Archive
Reservations concerning efficient markets hypothesis
Jan 2020 » Ethics
Is the investment industry doing enough to put principles before profit?
Jan 2020 » Behavioural Finance
Do you know what your colleagues are paid?
Jan 2020 » Gender Diversity
What Morningstar data reveals about fund management’s diversity problem
Why asset managers need stronger communication skills
Dec 2019 » From the Archive
Europe, and the UK’s position in Europe, has been a source of divided opinion for decades, with this article from a quarter of a century ago demonstrating just how complex the issue continued to be.
Dec 2019 » Partner Programme
Eleni Sifakis, PIMCO, shares the experiences of being part of the Programme.
Becky Bond, Vanguard, explains the advantages of the Programme.
Dec 2019 » Economy
PI Interview: William De Vijlder, Group Chief Economist, BNP Paribas
Allison MacQuire, Fidelity International, talks about the value of collaborating with the Programme.
Kathryn Woodley, CFA, Allianz Global Investors, discusses the Programme.
Dec 2019 » ESG
Find out what's in store for ESG investing
Dec 2019 » Investments
Are Smart Cities an Attractive Investment Proposition for Institutional Investors?
Dec 2019 » People
Tim Hodgson, ASIP, head of Thinking Ahead Institute
Dec 2019 » Careers
Dec 2019 » Opinion
Much has been said about how artificial intelligence (AI) and machine learning might change the investment profession.
Nov 2019 » ESG
Sorting the wheat from the chaff
Nov 2019 » Careers
Nov 2019 » From the Archive
Human capital in the financial services
Nov 2019 » Opinion
Emerging technologies such as robotics and AI are transforming the financial systems to become automated and digitalised.
Nov 2019 » People
Nov 2019 » LGBT
Are asset managers doing enough for LGBT+ inclusion?
Charlotte Wood is head of innovation and FinTech alliances at Schroders
The value of ESG analysis
Oct 2019 » Opinion
Tomasz Bulinski, CFA, won the CFA UK and Brandes Essay Competition in 2020. Read his winning essay.
Oct 2019 » ESG
Substantial changes will have to be made to the economy to meet climate change commitments of COP21.
As data sets grow in critical mass can they be used to foretell the future? Andrew Morgan investigates
Oct 2019 » Behavioural Finance
We all like to think of ourselves as wise, rational decision-makers, immune to the foibles and biases of others, but even behavioural psychologists cannot prevent short cut thinking, says Adrian Furnham.
Oct 2019 » Ethics
Is the investment industry doing enough on ethical leadership?
Green bonds need not be niche but are often misunderstood
Oct 2019 » Careers
Oct 2019 » From the Archive
October is a dangerous month
Sep 2019 » Fintech
Is technology empowering people to understand their financial lives?
Sep 2019 » Opinion
Assessing fund manager value
Sep 2019 » ESG
Sep 2019 » From the Archive
PJ Coen argued in the May 1970 edition of The Investment Analyst, that all too often, investment decisions were based on a ‘gut’ instinct or hunch.
But it still has a long way to go
Sep 2019 » Behavioural Finance
Does ‘group think’ actually lead to worse outcomes?
Aug 2019 » Behavioural Finance
Can asset managers use gut instinct to achieve better performance?
Aug 2019 » Opinion
Today’s prominent technologies like machine learning (ML) and artificial intelligence (AI) have a profound impact on investment evaluation
Aug 2019 » People
Profile Robin Martin, CFA
Aug 2019 » Careers
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 » Gender 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 » Gender Diversity
Despite recent progress, more needs to be done to help companies embrace a flexible mind-set
Jun 2019 » Opinion
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
Mar 2019 » socio-economic inclusion
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 » Gender 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 » Analysis
Do equity analysts add any value? And, if so, who captures it?
Nov 2018 » People
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.
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 » Gender Diversity
Q & A with Pavita Cooper
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.
The question is often asked whether index funds make sense when it comes to credit investing?
Andreas Utermann, ASIP, is Chief Executive Officer and Global Chief Investment Officer at Alliance Global Investors.
Alex Ma, CFA, talks about his love of scuba diving, and the lessons it has taught him.
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.
» Inclusion and Diversity
Gina Miller is leader of the True and Fair Party and co-founder of SCM Direct and MoneyShe. She is an activist, philanthropist, and now, political figure. At CFA UK’s virtual conference, Miller talked to Will Goodhart, chief executive of CFA UK, about getting inclusion right.
CFA Institute’s new DEI Code aims to drive cultural change, and greater inclusion in the industry.
CFA UK panellists explored the concept of a just transition and what it means for the investment industry.
How inclusion works in practice. Lessons and perspectives from Virginie Maisonneuve, CFA and Jayne Stiles, ASIP
Looking back on the outcomes from the sessions at Day 2 of Inclusion at the heart of ESG