Growing your investment leadership

A solid analysis and the resulting investment recommendation must be accepted by your stakeholders. Demonstrating investment leadership will help you in guiding your stakeholders through the process of understanding your recommendation, accepting them and feeling comfortable with the results. This requires you to have a thorough grasp of what constitutes investment leadership. In this module we will focus on the essential building blocks of investment leadership, providing you with a solid foundation to become a true investment leader. 

This module focusses around five building blocks of Investment Leadership. As investment professional you may transition from a highly regarded specialist to a trusted advisor. We discuss the ethics involved in being such an advisor. The second building block is change management. Leveraging knowledge and expertise in organizations requires being able to understand what leads to change and learning about how to use connective thinking. The next building block is about responsible leadership. Investment leadership comes with responsibilities. We investigate the concept of Transactional Analysis and how it helps you to become a responsible leader. The fourth building block revolves around your presentation: making sound investment recommendations and knowing how to present them the right way is important to be successful. We conclude this module with an introduction to strategic leadership. How to be an investment leader requires you to consider the bigger picture. This building block offers insightful perspectives on strategic leadership. 

This module is offered in corporation with the VBA Academy by CFA Society Netherlands