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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 

Jan 24, 2018

In Episode #322, Elizabeth Corley, non-executive vice chair of Allianz Global Investors, a global asset manager owned by Allianz, has worked in the financial industry for 40 years and helped steer her company through the global financial crisis. In this interview, she discusses why it’s critical that investment firms create a culture of accountability and inclusivity. She also explains why it’s imperative that leaders help employees and clients focus their outlooks on the longer term and discusses the need for more diverse investment and leadership teams. Corley also offers her answers to the questions of what major trends investment firms must adapt to in order to be successful, trends that are most worrisome, and what will be the biggest change to the profession in the next decade.