Discovering Phi: Motivation as the Hidden Variable Of Performance
Luncheon
During 18 months of surveys, interviews, and data analysis, CFA Institute and the State Street Center for Applied Research set out to answer the question: "How can we leverage the motivation of investment professionals and their clients to achieve better financial outcomes?"
The research identified “phi” as a factor that aligns the goals and values of the investment professional, the organization, and the client -- creating the greatest potential for long-term, sustainable performance.
The research identified “phi” as a factor that aligns the goals and values of the investment professional, the organization, and the client -- creating the greatest potential for long-term, sustainable performance.
The presentation will be followed by an interactive session / workshop.
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Rebecca Fender, CFA Head, Future of Finance CFA Institute Learn More |
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Philip Palanza Assistant Vice President Senior Research Analyst Center for Applied Research State Street |
For more information, visit: cfainstitute.org/motivations
