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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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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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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.

CFO 40
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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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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.