Investment Professional of the Future: New Research from CFA Institute
Helen Brand
Rebecca Fender, CFA
Paul Smith, CFA
Roger Urwin, FSIP
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This presentation addresses the following topics:
Changing roles: How trends in the industry will affect investment roles, including tech substitution and the gig economy, and differences by region
Changing skills: What skills will be most in demand and how investment professionals can “future-proof” their careers
Changing cultures: Expectations of the pipeline of investment professionals, building effective teams, and differentiating firm culture to attract the top talent
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