This session will draw from recent CFA Institute research on the future of skills and learning in investment management. It will examine how roles are changing and how teams should adapt to leverage technology. In addition, it will include new insights from our series on investor trust regarding ways to strengthen relationships with clients.
Identify important investment industry skills for the future and how teams should adapt
Distinguish between industry roles based on their likelihood of being disrupted given future trends
Recognize the changing expectations of clients, especially in relation to technology, and implications for wealth management professionals
Head, Strategy and Governance for Research, Advocacy, and Standards,