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.

This spotlight series highlights role models in the sector to help show and encourage diversity in the industry.

What the analysis of opening buys reveals about successful research processes

Q&A with Peter van der Werf, Senior engagement Specialist at Robeco

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

I am young. How can I advance my career virtually?

Learning the ropes in a remote world

Helen Thomas, CFA, CEO of Blonde Money talks about why policymakers are running out of firepower to avert the crisis caused by Covid-19

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

Q&A with Andrew Drake, ASIP

Shares her experiences about rising to the top and the challenges of building an inclusive culture

Will working from home ruin my career development?

Matt Jones, CFA, explores how unconscious biases can occur in teams, what this means for diversity and how we can manage them

Q&A with Marisa Hall, Co-Head of the Thinking Ahead Institute at Willis Towers Watson

CFA UK Socio-economic Inclusion working group talks to Dr Brandeis Marshall, CEO at DataedX

What does the future hold for asset management?

An interview with Sacha Sadan, ASIP, LGIM’s Director of Investment Stewardship

What impact has the Covid-19 pandemic had on environmental, social, and governance (ESG) investing?

Strategies and tactics for building a successful resume

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

Inclusion and diversity recruitment in the investment industry

Interview with Robin Creswell

Technology and social inclusivity in the age of Covid-19

The importance of allies and diverse teams, and coming out as a gay female leader in the office

CFA UK Insights Joanne Frearson talks to Justin Thomas, CFA Financial Training Instructor: Investment Banking at AMT Training

Is it time for a re-think?

Francesco Castelli is the Head of Fixed Income at Banor Capital , explains why ESG matters as a real-life investment tool

Professional Investors talks to Huy Nguyen Trieu, Co-Founder of the Centre for Finance, Technology and Entrepreneurship

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

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

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?

Rupert Mathieu analyses the growing trend of digital security

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

Returners roundtable

Q&A with Abigail Dean, Head of Sustainability, Nuveen Real Estate

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

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

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

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

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

CFA UK Insights: Will Goodhart talks to Helen Thomas, CFA , CEO of Blonde Money

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

Crash of 1987: Why Markets Fail

Our career consultant, Sarah Dudney, answers your queries

Interview with David Ric, CFA, Co-Founder of Resco Asset Management

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.

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.

Providing a framework for expected conduct and behaviour in global financial markets

Marie Dzanis, Head of Asset Management, Northern Trust Asset Management EMEA

Whose job is it anyway?

In the last of this three-part series, Chris Vryonides provides some guidelines for those wanting to use machine learning in finance

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

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.

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

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.

Genuine meritocracy is the hallmark of a fair society.

What the UK government needs to do to meet its legally binding committments

Can the mismatch between redemption terms and the liquidity of some funds’ assets potentially become a systematic risk?

After more than a decade of cheap money, what does 2020 hold?

Reservations concerning efficient markets hypothesis

Is the investment industry doing enough to put principles before profit?

Do you know what your colleagues are paid?

What Morningstar data reveals about fund management’s diversity problem

Why asset managers need stronger communication skills

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.

Eleni Sifakis, PIMCO, shares the experiences of being part of the Programme.

Becky Bond, Vanguard, explains the advantages of the Programme.

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.

Find out what's in store for ESG investing

Are Smart Cities an Attractive Investment Proposition for Institutional Investors?

Tim Hodgson, ASIP, head of Thinking Ahead Institute

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

Much has been said about how artificial intelligence (AI) and machine learning might change the investment profession.

Sorting the wheat from the chaff

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

Human capital in the financial services

Emerging technologies such as robotics and AI are transforming the financial systems to become automated and digitalised.

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

Are asset managers doing enough for LGBT+ inclusion?

Charlotte Wood is head of innovation and FinTech alliances at Schroders

The value of ESG analysis

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.

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

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.

Is the investment industry doing enough on ethical leadership?

Green bonds need not be niche but are often misunderstood

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

October is a dangerous month

Is technology empowering people to understand their financial lives?

Assessing fund manager value

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

Does ‘group think’ actually lead to worse outcomes?

Can asset managers use gut instinct to achieve better performance?

Today’s prominent technologies like machine learning (ML) and artificial intelligence (AI) have a profound impact on investment evaluation

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.

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

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

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.