October 29 at 11am CT: FROM THE RESEARCH CHAIR, EPISODE 010 – Strategy Techniques and Industry Outlook. Michael Falk, CFA, CRC and Jason A. Voss, CFA host From the Research Chair, a twice monthly show designed to help your teams improve their investment philosophy, process, and execution. Michael and Jason will discuss techniques for developing strategy at investment management firms, including the internal and external POV’s and scenario planning. Advantages and disadvantages of each are discussed. Wait, there is more! These techniques may also be used to form macro views that inform your security analysis. BUT WAIT, there is even more than that! Michael and Jason also discuss their view of 2021 wonders and the strategic concerns that could affect investment managers. Register here.
November 13 at 12pm CT: HIT IT AND QUIT IT (HIQI) WEBINAR: 2021 Strategy, the Time is Now. Registration link available shortly.
VIDEO FROM FCG: WORKING REMOTELY AND PRODUCTIVELY During these challenging times we want to offer support. Many clients are working virtually or split/rotational schedule. Frequently, productivity suffers. We have prepared a video to help. Click here to listen.
COACHING TIPS FOR CHALLENGING TIMES: We have a gift for you. It’s a collection of our most important coaching tips for dealing with uncertainty. We hope you find them useful. Read it here.
VIRTUAL MEETING TIPS: FCG has been operating virtually for over a decade. We’ve learned a few things over that time. Read our 10 best tips.
LESSONS ON LEADERSHIP (LOL) BLOG: Commercial Success and Culture. Commercial Success and Culture can differ in the short term. Success is not a barometer for culture. Consider two firms—Slick and Sludge—where commercial success and strong culture differed greatly in the short term. As with investment performance, it’s the long term that counts. Read it here
MUST READS FROM FCG:
- Type, Talent and Teams: Using the Enneagram for Investment Firm Success. In today’s hyper-competitive investment industry, it’s no secret that investment professionals need to up their games considerably. The tool described in this book, the Enneagram, can provide a unique edge. Click here to download the pdf and read more! Or, purchase the book on Amazon.
- Lessons on Leadership (LOL): For leaders who don’t think they need lessons on leadership. Ted Aronson, CEO of AJO, wrote: “In this book, long-time leadership consultant Jim Ware, CFA provides practical and useful advice for investment leaders. (who, as the subtitle of the book indicates, mostly don’t think they need advice…) His understanding of the industry and the challenges facing today’s leaders makes this short book a must read. That means YOU…” Download a free pdf copy here or purchase the book on Amazon.
- Money, Meaning, and Mindsets: Radical Reform for the Investment Industry: Partners Jim Ware, Keith Robinson and Michael Falk have teamed up to write a vision for the investment world. One that suggests the changes needed to make the profession a “noble calling.” Whatever role you play in the investment world, you’ll want to hear this fresh take on asset management in the New Era. Click here to download a free pdf copy or purchase on Amazon.
- Conscious Intelligence: Conscious Intelligence (CQ) helps leaders move beyond Ego-driven leadership to conscious leadership. In this piece, FCG explains this growth in terms of the well-known work by Maslow, the Hierarchy of Needs model. Benefits of CQ leadership include greater creativity, relaxed state of mind, better decision making through clarity of thinking. And more enjoyment at work. Click here to read.
- Report from FCG/The Brandes Institue: Psychological Safety and Career Risk in the Investment Management Industry. Got fear? Worried about a boss, a colleague, your firm today or even your career? It’s time to talk about the taboo topics – psychological safety and career risk. Click here to read.
QUOTE TO CONSIDER: “Tell your people where to go but not how to get there.” – George Patton