By: Rebecca Fender

Rebecca Fender, CFA, is head of the Future of Finance initiative at CFA Institute. Prior to joining CFA Institute, Rebecca was a vice president at BlackRock working with pension funds and endowments, and she also worked at Cambridge Associates, where she published research about manager selection.

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Sustainability investing: what does the future look like?

City Talk

‘Future of Sustainability in Investment Management: From Ideas to Reality’ is a newly published CFA Institute report. The 60-page publication was informed by the views of more than 7,000 industry participants, including 3,500+ retail investors, 920+ asset owners and 3,050+ investment practitioners. Research included virtual roundtables across 31 markets. Here we summarise its findings. The [...]
Which major worldwide shifts will impact the investment profession?

City Talk

The future of the investment industry is important for the functioning of the global economy, for the approximately 2 million workers it employs, and for the clients and end investors that depend on it to manage around $100 trillion in assets. But there are major shifts afoot that will likely result in significant change, [...]
City Talk

Committing to an occupation that will consume 40 or more hours each week for decades is a fairly big decision. LinkedIn research shows that millennials will change jobs four times on average before they reach age 32, job-hopping twice as often as Gen Xers and much more than earlier generations. Each job decision has an [...]

How millennials will influence finance

March 21, 2017

What will the client base of the future look like? As investment firms chart their paths going forward, that is a key question. And millennials are an important group to consider. As they gain wealth, their preferences for investment services may well be different than those of previous generations. We asked CFA Institute Financial NewsBrief [...]
We all just want to be appreciated

February 20, 2017

I have a confession to make: I am a people pleaser. Despite my analytical bent and time spent with other data-driven CFA charterholders, even a small compliment can do wonders to fuel my enthusiasm to accomplish a goal. It turns out that in this competitive industry, I am not alone, at least according to the [...]
We all just want to be appreciated

February 20, 2017

I have a confession to make: I am a people pleaser. Despite my analytical bent and time spent with other data-driven CFA charterholders, even a small compliment can do wonders to fuel my enthusiasm to accomplish a goal. It turns out that in this competitive industry, I am not alone, at least according to the [...]

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By: Rebecca Fender

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