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Bridge over ocean
17 December 2021 Research Reports

Investment Idea Generation

  1. Jason A. Voss, CFA
  2. Sloane Ortel

The Investment Idea Generation Guide covers creative tools for investment idea generation. Readers will find insights on how to increase creativity to best facilitate new and valuable thinking, how to use scenario planning, and how to use the Investment Idea Generation Matrix, which offers an alternative way to look at other ways investors have categorized the world.

CFA Program

Achieve one of the highest distinctions in the investment management profession: Become a Chartered Financial Analyst® (CFA®). As a CFA charterholder, you will have the knowledge and the skills to thrive in the competitive investing industry.


Fintech

Fintech is changing the landscape of investment management with implications in career choices and decision-making models for those in the finance industry. Access more content on the intersection between finance and technology.


Investment Idea Generation Guide Read the guide (PDF)