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
This presentation addresses the following topics:
  • Changing rolesHow 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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