Conversations with Frank Fabozzi, CFA, featuring Lori Heinel, CFA. In this insightful conversation, Lori Heinel, CFA, Executive Vice President and Global Chief Investment Officer at State Street Global Advisors, shares her perspective on the investment management industry.
Want to learn more from Lori Heinel, CFA? She'll be speaking at CFA Institute LIVE 2025 during the panel Navigating Investments amid Market Maelstroms. Register today
Key takeaways include:
- Taking a client-centric approach is key - deeply understanding their goals, challenges and constraints to develop tailored solutions.
- ESG factors like physical risk, technology risk, and consumer/regulatory risk need to be integrated as additional risk dimensions.
- Emerging markets are heterogeneous with opportunities, but thoughtful allocation sizing is important given heightened volatility.
- Data analytics and AI/ML are powerful tools to augment human insight, but not replace it, in investment decision making.
- Intellectual curiosity and attention to detail are important traits for success in an investment management career.
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