CFA UK

In a new episode of our Climate Change podcast, Vishal Hindocha, CFA, Global Head of Sustainability Strategy, MFS and John Teahan, CFA give us an insight to their conversations over coffee about climate, and the role of the investor in Net Zero. Vish highlights the importance of education and knowledge sharing with clients, especially in a time where best practice is yet to emerge, and the climate science is constantly evolving. During their discussion Vish talks about his involvement with NZAM (Net Zero Asset Management), a collaboration between asset managers who agree there is not one way forward but however they are committed to sharing insights that are not prescriptive but and galvanise change. He discusses the challenges companies face with meeting climate targets whilst manging risk and returns and dealing with markets where climate-related issues become political.

Aneeka Gupta, CFA, is Director of Macroeconomic Research at WisdomTree. In CFA UK’s ‘In Conversation’ Podcast, Gupta talks to Maha Khan Phillips about the rising spectre of geopolitical risk and its impact on the investment landscape

The world of behavioural analysis has shifted significantly since its origins in the 1970s and 1980s. Discussing its evolution, Rick Di Mascio, Chief Executive of Inalytics - the firm which has compiled the largest private database of institutional investor transactions globally in order to identify investment skill – examined some of the reasons behind the growth of behavioural analysis and discussed how approaches are changing.

In this episode of the In Conversation podcast series Ben Ashby is joined by former trader and hedge fund manager David Murrin who is now an author, consultant and public speaker who asserts that Europe and the US are in decline, partially due to the Covid pandemic, and the war in Ukraine. He argues that by looking at patterns in history we can see that we are entering an era of volatility and increased danger. This recording was originally a webinar organised by CFA UK’s Fixed Income special interest group in March 2022

In a new episode of our Climate Change podcast, Mike Hugman, Director of Climate Finance at the Children’s Investment Fund Foundation speaks about his experiences as one of the leading investors in climate action and sustainable projects. Mike discusses his new role at CIFF and his thoughts on climate investing, from why investors should back companies who are all-in on sustainable strategies, onto how you can level the regulatory playing field by working in tandem with industry.

“Harmonised supply chain data is just not there yet, so you have to do the work yourself.” In this episode of the In Conversation podcast series, Oliver MacArthur, CFA, member of the CFA ESG working group, is joined by Anthony Linehan, CFA, Partner, Portfolio Manager and Head of ESG Strategy at Somerset Capital Management LLP. Together they discuss why supply chain risks are more prominent in emerging markets and how they impact emerging market companies and their investors.

To celebrate Pride Month, this episode of the In Conversation podcast series sees Daniel Yates, CFA, Executive Director at J.P. Morgan speak to Julia Hoggett, the first openly gay chief executive officer of the London Stock Exchange in its 300-year history. Julia explores a number of important topics about DEI with Daniel, including the importance of Pride, the investment industry’s approach to diversity on boards, and shares essential advice for the next generation.

In this episode of the In Conversation podcast series, Rhodri Preece, CFA Senior Head of Research at CFA Institute, is joined by Rebecca Fender, CFA Head of Strategy and Governance for Research, Advocacy, and Standards at CFA Institute. Together they discuss how trust is at the heart of all financial transactions and, following the recently published 2022 CFA Institute Investor Trust Survey, how levels of trust are at an all-time high. So what are the factors that have influenced this change and what impact that it can have on the profession as a whole?

In this episode of the In Conversation podcast series, Alan Livsey, CFA, is joined by Sarah Maynard, ASIP Global Head of External Diversity, Equity, and Inclusion (DEI) at CFA Institute, to discuss the launch of a new DEI code in the US and Canada earlier this year. The code has been designed to drive the industry DEI agenda forward and define key principles for firms to implement. Helping those from underrepresented communities looking to enter the industry, and afford opportunities to those already in it to build a more inclusive investment profession.

John Teahan, CFA Portfolio Manager at Redwheel (formerly known as RWC partners) continues the conversation with Sacha Sadan, newly created Director of ESG at the Financial Conduct Authority (FCA). Here they focused on labelling, particularly on the transition and impact labels. Together they spoke about UK government’s net-zero ambition and what that means, alongside universal owners growing focus on system issues and the increasing calls for devolving shareholders voting rights.