Ethical Leadership Programme in progress

Why choose the CFA UK Ethical Leadership Programme?

A growing cohort of representatives from leading global investment firms have been coached by us on their journey to ethical leadership - here are what some of them had to say about the programme and their learning experience. 




“Very collaborative and innovative; looking at all the different ethical dilemmas in an informal workshop environment that really challenges those grey areas of ethical dilemmas of decision making with a wide range of market participants from different backgrounds who have different challenges.”


Bill Street, EMEA CIO & Head of Investment, SSGA

“The focus on ethical behaviour and encouragement to engage my slow brain means I will stop and think, and work with people to resolve ethical problems for the benefit of our clients, shareholders and the wider stakeholder community.” 

Rod MacRae, Group Head of Risk, Aberdeen Asset Management

“This has really been an excellent course, I found it very interesting, I’ve learnt a lot.   So I would definitely recommend this course to people.”

Simon Gergel, CIO UK Equities, Allianz Global Investors

"What has been absolutely great about this programme, what’s held it together, is the amount of fun that participants have had.  Something like this where you are challenged, taken out of your comfort zone, made to think very hard about complex issues, wouldn’t work unless everybody was having fun together."

Eoin Murray, Head of the Investment Office, Hermes 

 “I really enjoyed that fact it wasn’t an ethical course, it wasn’t a leadership course, but an ethical leadership course.” 

Amanda Young, Head of Responsible Investment, Standard Life Investment

“I can’t think of a better way to make an ethical leadership programme more exciting and invigorating. The interaction and experiential nature of the activities has really been wonderful.  The thing I will take away most is how important it is for all of us to be ethical leaders.”

Alex Haggard, CFA,MD, EMEA Consultant Relations, Blackrock 

“What I really got out of the course is that ethics is really about culture and leadership is all about building that culture. Strong leadership is crucial – its all about setting the agenda and leading by example.”

Alex Schoenfeldt, Head of Alternative Assets and Private Equity, BA Pensions

“A great course to go on, a different way to learn with some fabulous actors that have brought every interactive case study to life.”

Lesley-Ann Morgan, Global Head of DC, Schroders

“It is an interactive course, with actors, very realistic situations and in-depth analysis. The reality of some of the situations makes you think.”

Toby King, MD, Product Accounting, EnTrustPermal

 “Really managed to take a dry topic and make it extremely lively by using case studies, anecdotes and bringing in very interesting external people from the industry and the outside world to make a fantastic experience.”

Christoph Englisch, SVP, Portfolio Manager, Entrust Permal

“The style of learning was fantastic, immersing you in real life situations.”

Rob Curtis, Investment Director – Fund Governance, Standard Life Investment


Is the programme right for me?

Previous participants of the programme have been included the following roles:

  • Head of Investment Management
  • CIO UK Equities
  • Head of Emerging Market Equities
  • Deputy CIO
  • Head of Alternative Assets
  • Head of Responsible Investment
  • Group Head of Risk
  • Head of Conduct
  • Head of Dealing – Equities
  • COO
  • Head of European Sales and SVP
  • Business Development

The CFA UK Ethical Leadership Programme has been supported by the following firms: