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Guiding Assets

CFA Institute

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.

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Episodios

Ordenados por fecha de publicación.

1 may 2026

Joachim Klement: Geopolitics, Inflation, and Portfolio Strategy

10 abr 2026

Mark Higgins, CFA, and Leyla Kunimoto: Cracks in Private Markets and the Risks of Semi-Liquid Funds

15 mar 2026

Raluca Filip, CFA: Helping Investors Navigate Risk, Volatility, and Second Thoughts

1 mar 2026

Stefan Sharkansky: The Only Other Spending Rule Article You Will Ever Need

15 feb 2026

Roger Urwin: What a Total Portfolio Approach Looks Like in Practice

1 feb 2026

Roger Urwin: From Strategic Asset Allocation to a Total Portfolio Mindset Description

15 ene 2026

Ashley Herd: Why Better Managers Drive Better Business Results

15 dic 2025

Anna Martirosyan: Ethical AI, Model Governance, and the Future of Responsible Finance

1 dic 2025

Greg Fisher, CFA: Complexity Science, Uncertainty & the Future of Asset Management

1 dic 2025

Greg Fisher, CFA: Complexity Science, Uncertainty & the Future of Asset Management

15 nov 2025

Victor Haghani: From The Missing Billionaires to Smarter Risk and Better Decisions

1 nov 2025

Richard Bookstaber: Understanding Markets Through Complexity and Human Behavior

15 oct 2025

Christine Mahoney: What the Mercer CFA Institute Global Pension Index Says About the Health of Retirement Systems

1 oct 2025

Winston Ma, CFA: Sovereign Wealth, AI Strategy, and the Future of Global Capital

15 sept 2025

Rob Arnott: Rethinking Risk, Fear, and the Future of Asset Pricing

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