Preview Mode Links will not work in preview mode

Enterprising Investor

Formerly Guiding Assets, Enterprising Investor 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. Enterprising Investor will continue to help build a better world for investors.

Host: Mike Wallberg, CFA

Producer: Mitchell Forst 

May 12, 2021

Rebecca Fender, CFA, co-author of a new report, "Future of Work in Investment Management: Context, Content, and Culture," shares some findings from a recent survey of investment professionals as well as conclusions for what this means for where, what, and how work gets done. She also discusses building trust and the relationship between working from home and maintaining a high-performance culture.

► Subscribe to the Take 15 Podcast YouTube channel:


►Email us for comments, questions, or appearance

Topics discussed:
2:11 What Rebecca has learned from the new report, "The Future of Work in Investment Management”
4:54 Understanding what a hybrid work model is
6:24 The response from the investment management industry
8:38 Is there a potential for tension between what employees want and what employers want?
10:34 The future of work travel and what are the extrinsic and intrinsic motivations?
15:11 New skills that workers need to acquire to thrive in a new work environment
17:13 Can high performance culture exist in a hybrid work model?
19:04 The challenge of building and rebuilding trust with employees
22:50 What Rebecca has enjoyed about having more time at home and what she misses about coming to the office.
26:22 Wrap up questions
-Ray of sunshine
-Flight vs. Invisibility

Related articles and links:

Future of Work Executive Summary

2020 Earning Investors' Trust

2020 Future of Sustainability in Investment Report Management

Article: “WFH Not Conducive to ‘High-Performance Culture’: BlackRock CEO”

CFA Institute members and charterholders Professional Learning Tracker

Find Rebecca here:

Find Lauren here:

LinkedIn: foster/