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Gender Lens Investing: Asset Managers and Women in Leadership

CFA Institute

Global asset managers have a range of stewardship policies and statements in place to support growth in corporate women in leadership (WIL). But is it enough?

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Ep 28: How Planning Aces Are Made

CFO Thought Leader

It highlights the significance of unit economics, internal metrics like labor and transportation costs, and external indicators that predict market changes and competitive advantage. OUR COHOST BRETT KNOWLES | Brett Knowles is a long-time thought leader in the performance measurement space.

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On Investment Objectives and Risks, Clear Communication Is Key, Part 3

CFA Institute

Portfolio Pi and Portfolio Eta are new decision metrics that connect investment objectives and risks.

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ESG-driven growth: Stakeholders have greater expectation but boards lack commitment

Future CFO

55% of respondents say there are significant differences of opinion among leadership on how to balance short-term considerations with long-term investments and sustainable growth. 83% of respondents said they would like mandatory reporting of ESG performance measures against global standards. Survey highlights.

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Gender Lens Investing: Where to from Here?

CFA Institute

Stronger women-in-leadership (WIL) metrics have well-documented benefits, yet firms have failed to ramp up their gender diversity efforts.

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On Investment Objectives and Risks, Clear Communication Is Key, Part 2

CFA Institute

Standard deviation fails to characterize risk in a way that matters to most investors.

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Goals-Based Investing: Should It Be the Norm?

CFA Institute

In the same spirit, all investment management should be goals-based. To paraphrase Richard Thaler, all finance is behavioral.