Oct 2020 » Black Professionals
Tia Counts talks about JP Morgan’s Advancing Black Leaders Programme and how to make the workforce more inclusive
This spotlight series highlights role models in the sector to help show and encourage diversity in the industry.
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 » People
Worried about the impact of Covid-19? Don’t panic, says John Vail, Chief Global Strategist at Nikko Asset Management
John Kay calls for societies to have a shared common purpose and that individualism causes chaos
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 » Mental health and 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
Professional Investor’s Agony Aunt, Liz Codd, Responds to Your Questions
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 » Investments
PI Interview: William De Vijlder, Group Chief Economist, BNP Paribas
Kathryn Woodley, CFA, Allianz Global Investors, discusses the Programme.
Allison MacQuire, Fidelity International, talks about the value of collaborating with the Programme.
Dec 2019 » ESG
Find out what's in store for ESG investing
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
See who has recently graduated at the annual CFA UK Charterholder Ceremony.
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 2019. Read his winning essay in which Tomasz attempts to prove that Graham's core ideas are timeless.
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.
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 » Gender 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.