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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

Adaptability and Agile Planning: The Planning Aces stress the need for an agile planning approach, focusing on growth, customer retention, and responsible investment. 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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A Practical Guide for the New CFO

CFO Talks

Link Performance Measures to Strategy: Aligning performance metrics with the company’s strategic goals is vital. The CFO should review and adjust the existing measurement systems to ensure they are driving the desired behaviors and outcomes. This can lead to cost savings and improved operational efficiency.

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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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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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The modern CFO: Guardian, Change-maker, Manager, Planner

CFO Talks

The CFO must also allocate finance resources effectively to drive the greatest return on investment while managing risks associated with global operations and evolving financial reporting standards. Strong communication, change management, and leadership skills are crucial in this role.

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