Business professionals working through a problem

Working for Change

We believe that investment management creates value for our clients and society as a whole.


Strengthening the bridge between savers and borrowers could strengthen the financial system and the wider economy. In order to do this, the investment profession must be trusted – but few understand its value or purpose.

CFA UK is working to deliver change by explaining the investment profession to our stakeholders, listening to them to ensure we improve the value we deliver; helping investment professionals develop technical competencies and to put their clients’ interests first; and encouraging investment professionals to abide by our code of ethics and standards of professional conduct.

Our work is directed by our members. Here you’ll find our latest blogs and thought leadership pieces on key issues.

 

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Round table: The evolution of asset management

Leading asset managers Sean Hagerty, Jeff Levi and Hazel McNeilage talk to Professional Investor about the pressures the...

Back to economic normality?

Investors who are beginning to talk about a return to normality after the financial crisis should realise that things...

Brandes prize

Brandes Essay Prize

How would the similarities and differences between Ben Graham's time and today's investment environment affect his...

Globe

Brandes Essay – runner up

How would the similarities and differences between Ben Graham's time and today's investment environment affect his...

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Culture: the key to investment management

'It's not an overstatement to say that culture drives everything'. Mark Zinkula

hope or horror

Horror or hope?

The future of the investment industry is important for the functioning of the global economy.

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Representation of women on boards

The 30% Club was founded in 2010 to increase the representation of women on the boards of the UK’s largest companies.

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Gender diversity in the spotlight

The 30% Club was founded in 2010 to increase the representation of women on the boards of the UK’s largest companies.

regulations

How financial regulation suppresses diversity

Financial regulation suppresses ideas that question dominant schools of thought, believes Con Keating.

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A cognitive take on diversity

Tim Hodgson, ASIP draws on the research of a number of academics to look at three different cognitive styles, and how...

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Neil Woodford got it right

Neil Woodford put it very succinctly when he said, "Our industry has been extremely adept at creating a mystery."

Gender diversity in fund management to come of age

Sarah Dudney interviews women across the fund management industry about their experiences and the initiatives that are...

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Can we cut out the jargon?

Serge Pépin, CIMA and Ben Kottler, CFA – both part of our communications working group – believe we spend too much...

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A responsibility on us, and on society

In an industry where achievements are often intangible and the benefits of what we are doing is not immediately obvious...

women in fund management

Women are still underrepresented in fund management

Morningstar’s latest look at fund managers by gender paints a discouraging picture overall for the industry’s women...

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Roundtable: Managing political & event risk. Part 6

Leading industry figures Wayne Bowers, Philip Chandler, CFA, Eoin Murray, Thomas Schäubli, and Jason Voss, CFA discuss...

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Is the investment profession shy about the good it does?

The investment profession's core goal is meeting client investment needs. But we also do a lot more. Fabrizio Palmucci,...

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Roundtable: Managing political & event risk. Part 5

Leading industry figures Wayne Bowers, Philip Chandler, CFA, Eoin Murray, Thomas Schäubli, and Jason Voss, CFA discuss...

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Why capital allocation matters

As managers and owners of capital, it is unavoidable that our decisions influence capital allocation in the economy, so...

solving puzzle

From investment manager, to coach, to coaching investment managers

There’s probably no one better qualified to oversee our Value of the Investment Profession programme than Jane Coffey...

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Roundtable: Managing political & event risk. Part 4

Leading industry figures Wayne Bowers, Philip Chandler, CFA, Eoin Murray, Thomas Schäubli, and Jason Voss, CFA discuss...

danger restriction tape

Roundtable: Managing political & event risk. Part 3

Leading industry figures Wayne Bowers, Philip Chandler, CFA, Eoin Murray, Thomas Schäubli, and Jason Voss, CFA discuss...

danger restriction tape

Roundtable: Managing political & event risk. Part 2

Leading industry figures Wayne Bowers, Philip Chandler, CFA, Eoin Murray, Thomas Schäubli, and Jason Voss, CFA discuss...

danger restriction tape

Roundtable: Managing political & event risk. Part 1

Leading industry figures Wayne Bowers, Philip Chandler, CFA, Eoin
Murray, Thomas Schäubli, and Jason Voss, CFA...

hand stopping someone

The management of political risk

A manager’s subjective perception is important for how firms manage political risk, argue Erasmo Giambona, John Graham...

male professional

Helping charities with their investments

One of the projects our Client team is developing is putting together a register of CFA UK members who’d be willing to...

client meeting

Do pension trustees really need more education?

The introduction to the CFA Institute’s Trustee Primer nails it: “Let’s face it. Few business assignments are more...

Pension trustees

Talking at clients? Neither fulfilling nor useful!

Pension trustees – can CFA UK help them make better decisions?

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Value investing in a politically charged environment

The post-Thatcher political consensus in the UK has broken down, and political risks are growing. Under the distant days...

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The rise of cyber-attacks & how to protect against them

Governments, institutions, and individuals are not paying enough attention to the growing threat of cyber terrorism,...

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Differing backgrounds, common purpose

Is the concept of social justice useful in our conversation on how to make the investment industry work better for...

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Improving the profession from the bottom up

CFA UK represents the views of the investment profession to the public and government so that the environment in which...

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Integrating political risk analysis

Despite its growing importance, political risk management is a relatively underdeveloped field. It requires comfort with...

playing chess

Political risk in investment management

The biggest political risks in 2017 lie not so much with the UK’s negotiations over Brexit, but with the European...

Interview: Michael Mauboussin

Michael Mauboussin - a prominent figure in the investment community combines the intellectual rigour of an academic with...

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CFA UK Report

The activities and behaviours of successful CFA candidates.

Building a strong investment culture

Developing a strong investment culture is key to the success of any institution, argues James Ware, CFA.

A Call to Arms for the Investment Profession

Investment managers need to adopt a more holistic approach, and need to put their clients first, argues Saker Nusseibeh

Panel dicsussion

Adding Value to Retail and Institutional Clients

Panel discussion with Will Goodhart, Chair; Sarah Smart, Chair of trustees, the Pensions Trust; Aaron Meder, CFA, Head...

Knocking on an open door

David Clarke CFA, who helped author the recent report, The Value of the Investment Profession, with CFA UK chief...

A View from the Industry

Deb Clarke is Mercer’s global head of investment research. Here, she provides a review on the CFA UK’s Value of the...

investment technology

Why Robot?

In an increasingly complex investment market, advice has become ever more important. How much of a role can technology...

Diversity

Time to put diversity in the spotlight

The asset management industry needs to recruit and support a diverse workforce, for the benefit of individual companies...

A clearer picture in the crystal ball

What are the factors to consider when making accurate long-term forecasts about themes that are used in investment...

Asset management

The future of asset management

The investment industry needs to look more holistically at the health of the entire investment value chain in order to...

Tackling the challenges

Our stakeholders have identified a number of challenges that the investment profession faces in enhancing the value that...

The Value of the Investment Profession

CFA UK undertook this report to capture our stakeholders’ views of the investment profession’s role, its...

The Idolatry of Interest Rates

The obsession with interest rates as a cure-all rests on some dubious views about the way the world works, says James...

Charles Goodhart CBE

How the coming ‘army of the aged’ will impact global economy

Professor Charles Goodhart, CBE, on potential short-term paths for policy rates, and his expectation that wage inflation...

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Heads we win, tails you lose

Why don’t more fund managers offer symmetric performance fees?

Anne Richards

Mixed teams

"There are myths about female leadership, female leadership skills and female confidence"

Pound coins

Economy and Society

"It is important that we act as effective stewards’ of our clients’ capital, enabling it to support growth"

Panel: Allocating Capital and Stewardship

Allocating Capital and Stewardship

Panel discussion with Will Goodhart, Chair; Will Nicoll, CFA, co-head of alternative credit, M&G Investments; Trelawny...

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Welcome to the Culture Club

Fabrizio Palmucci, CFA, puts together a case study on how Source implemented its approach to developing a companywide...

London Skyline

CFA UK Champions Value

There’s no question the role of investment management is an important activity.

CFA UK Director of Education Nick Bartlett

Changing our evolution and culture

CFA UK’s Ethics Committee identifies key areas where market practioners can make a difference.

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