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

SASB recently released the results of its Industry Working Group on Financial Institutions comprised of the Asset Management & Custody Activities, Investment Banking & Brokerage, Commercial Banking, Consumer Finance, Mortgage Finance, Security & Commodity Exchanges, and Insurance industries.

Banking 8

Banking Licensing Finance Insurance 8

Harvard Business Review

APRIL 2, 2014

[A mini-glossary: beta is the amount that an individual stock fluctuates relative to the overall stock market, and the equity premium is the difference in expected return between stocks and a “riskless” asset such as Treasury bonds.]. It seems like the clearest practical lessons from this academic work have been in asset management.

CAPM 8

CAPM Discount Price Finance 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