We are all living in a world of technological, economic and social disruption which is already impacting our industry.
CFA Institute has just published its "Investment Firm Of The Future" report, accessible here
, in which it develops the context for the organizations in our industry, by again looking out over the next 5-10 years with the aim of helping firms better face realities, manage risks, and craft alternative pathways.
From the scenarios developed in Future State, CFA Institute constructs various Narratives unpacked into five Models organized by their functional parts:
Business Model: Core attributes on value and competitive differentiation
Operating Model: How the organization manages its products and services
People Model: The staffing model and the attract-and-retain methods used
Investment Model: The component parts of the organization's investment philosophy, beliefs, and capabilities
Distribution Model: The client relationship model
Rhodri Preece, CFA, Head of Industry Research at CFA Institute will present the challenges and the opportunities our industry will face over the coming years. This is a unique opportunity to share views on mega trends and solutions to benefit from them.