Harvard Business Review

JULY 5, 2012

These were among the questions addressed at a luncheon in New York convened by CFA Institute President John Rogers with financial industry leaders that included representatives from private and not-for-profit asset managers, public pension funds, insurance companies, and diversified financial services firms.

Ethics 13

Ethics Rogers Asset Management Finance 13

Harvard Business Review

MAY 15, 2013

Examples of governance performance include management of the legal and regulatory environment, systemic risk management, and managing conflicts. Examples of social performance include talent recruitment, employee compensation, customer security and privacy, customer transparency, responsible products, and financial inclusion.

Banking 8

Banking Licensing Finance Insurance 8

Harvard Business Review

JANUARY 28, 2016

Currently, impact can mean anything from venture investments in new health technologies to microfinance loans in Peru; from affordable housing in the US to renewable energy in India; from social impact bonds to private equity funds that create jobs. Ultimately, asset managers can develop a matrix with financial asset classes (e.g.,

Class 8

Class Microfinance Supply Chain Education 8

Harvard Business Review

APRIL 2, 2014

Others, most notably money managers and former Fama students Cliff Asness and John Liew in an epic Institutional Investor article , have done a lot recent to clarify how Fama’s ideas and Shiller’s can at least co-exist peacefully. [A It seems like the clearest practical lessons from this academic work have been in asset management.

CAPM 8

CAPM Discount Price Finance 8