Discovering Phi: Motivation as the Hidden Variable Of Performance
Déjeuner-causerie
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.
SPEAKERS | ||
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