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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 

Jun 29, 2022

Private equity, once an esoteric corner of Wall Street, has reached Main Street. Private equity companies are woven into the fabric of our economy. In fact, the wealth controlled by the major private equity firms is more than $12 trillion, surpassing the GDP of some nations.
That’s why it’s never been more important...


Jun 15, 2022

Exchange-traded funds (ETFs) have become very popular among both Wall Street and Main Street investors. Combining aspects of mutual funds and conventional stocks, ETFs are typically viewed as low- cost, low-risk investments. But as we experience more increased volatility and uncertainty, what does the future hold for...


Jun 1, 2022

What is noise?  In the context of decision making, it is unwanted variability in judgment. For investment management professionals, there’s no room for errors in judgment, not when they are counted on to deliver for their clients. In this episode of Guiding Assets, we talk with Olivier Sibony, professor of strategy at...


May 18, 2022

In what has already been a very turbulent few years for investors, Russia’s invasion of Ukraine has rattled investors to the core. The geopolitical uncertainty making headlines has led to heightened market volatility on an economy which was rebounding from the disruptions of a global pandemic. Now, the prospect of...


Apr 27, 2022

With the release of the Enhancing Investor Trust: 2022 CFA Institute Investor Trust Study, Gary DeMoss, director at Invesco Consulting, and Adrienne Penta, executive director of the BBH Center for Women & Wealth at Brown Brothers Harriman, discuss the factors that are driving higher trust in financial services. While...