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Bridge over ocean
12 May 2019 Multimedia

Investment Professional of the Future: New Research from CFA Institute

  1. Helen Brand
  2. Rebecca Fender, CFA
  3. Paul Smith, CFA
  4. Roger Urwin, FSIP

What changes will the investment profession experience in the next decade? This discussion highlights key findings from the CFA Institute report, Investment Professional of the Future.

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

CFA Members Earn 1PL Record PL credit Manage your Professional Learning credits