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Phi Report: Motivation’ Success Factor in Financial Outcomes Achievements



Start Time

21/03/2017 18:30

End Time

21/03/2017 22:00



All Day Event




Location Info

50-52, boulevard Haussmann
Paris 75009

Event Description

The research, "Discovering Phi: Motivation as the Hidden Variable of Performance,"  published by the Center for Applied Research, the independent think-tank of State Street, and CFA Institute, argues that to succeed, the investment industry and its professionals need to move from a performance-driven culture to one that is purpose-driven to better ensure clients' long-term goals are met.

Based on an 18-month global research including in-depth interviews with 200 industry leaders as well as a survey of nearly 7 000 respondents (3 600 individual investors and just over 3 300 investment professionals across 20 countries), the research sets out to answer one fundamental question: 

How can we leverage motivation to achieve better financial outcomes?

Identified as "phi", this previously hidden motivation variable has a statistically significant relationship to long-term organizational performance, client satisfaction and employee engagement and will have important implications for the future of the investment management industry.

Please note: this event will be held in English but questions in French are welcome.


Opening & Welcoming, CBC Interest in Asset Management Transformation
Jean-Baptiste Coiffet - Head of Capital Markets Practice, Cognizant Business Consulting

The Capital Markets practice supports the Financial Institutions - Finance and Investment Banks, Asset & Wealth Management, Securities Services, Market Infrastructures - in the transformation of their business activities and operational models and in digital innovation to meet strategic business, technological and regulatory challenges of the financial industry.

Opening of the Phi Report Research Conference
Myriam Ferran, CFA - President CFA Society France

Phi Report Research Key findings
Mimmi Kheddache Jendeby, Vice President and Senior Research Strategist, State Street Center for Applied Research

Why is this Report important?
CFA Institute Guest Speaker

Quant Awards Ceremony


Mimmi Kheddache Jendeby, Vice President and Senior Research Strategist, State Street Center for Applied Research

Mimmi joined State Street and the Center for Applied Research as a Senior Research Strategist in January 2015. Mimmi has over 12 years of experience from the asset management industry. Most recently, she worked as a Portfolio Manager and the Head of Equity in the External Managers Team at the Second Swedish National Pension Fund (AP2). In this role she was responsible for analyzing and selecting external managers as well as constructing portfolios of mandates and funds within the equity and hedge fund universe. 
Prior to that position Mimmi worked as an analyst within the area of manager selection. At the beginning of her career Mimmi held a position as a risk analyst within AP2.
Mimmi holds a Bachelor's Degree in Economics as well as a Master's Degree in Industrial and Financial Economics from the University of Gothenburg; School of Business, Economics and Law. Mimmi also holds a Bachelor's Degree in Work and Organizational Psychology from the University of Gothenburg; Dept of Psychology.

CE Credits





​This event is open to non Members for a 20EUR fee.​​

Non members can register here

Education Topic

Performance Measurement and Evaluation; Portfolio Management

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Content Type: Event
Created at 08/03/2017 06:10 by
Last modified at 08/03/2017 06:10 by