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Guiding Assets

Formerly Take 15, Guiding Assets is the flagship podcast of CFA Institute and the definitive program for the investment management industry. As stewards of the investment industry, Guiding Assets will feature intimate conversations with some of the most influential people from the world of finance about the topics that matter most to investment professionals. The show will also share crucial insights and best practices to help guide investors to make smart, ethical decisions. Guiding Assets will continue to help build a better world for investors.

Host: Mike Wallberg, CFA

Producer: Mitchell Forst 

Dec 30, 2014

In episode #252, Founder and CEO of the Climate Bonds Initiative, Sean Kidney, provides a primer about climate bonds. This includes: what they are; how they are helping change the climate story in investing; and what the future of the business might be.


Dec 17, 2014

In episode #251, Elroy Dimson discusses his research on John Maynard Keynes, collectables, and indices, and draws out some investment lessons from the past.


Dec 2, 2014

In episode #250, Rob Arnott discusses the many demographic headwinds confronted by the global economy and how they explain much of the post-Great Recession economic malaise.

Nov 7, 2014

In episode #249, Jerome Booth argues that 80% of financial theory is not fit for purpose and describes how investors in the developed world cannot afford to ignore emerging markets. Proper asset allocation requires a strategic view about macro-economic forces, like funds flows, and geopolitical factors rather than...

Oct 28, 2014

In episode #248, There has been significant wealth accumulation in Asia in recent years. Vineet Vohra, CFA, of HSBC discusses trends and developments that are taking place across the region, including asset allocation, fees, and ETFs.