Rebecca Fender, CFA, co-author of a new report, "Future of Work in Investment Management: Context, Content, and Culture," shares some findings from a recent survey of investment professionals as well as conclusions for what this means for where, what, and how work gets done. She also discusses building trust and the relationship between working from home and maintaining a high-performance culture. ____ ► Subscribe to the Take 15 Podcast YouTube channel: https://www.youtube.com/channel/UCA3HUMuK4FSp_CvQH_2Ji7g?app=desktop ►Transcript: https://cfainst.is/3xOkeSq ►Email us for comments, questions, or appearance requests:[email protected] ____ Topics discussed: 2:11 What Rebecca has learned from the new report, "The Future of Work in Investment Management” 4:54 Understanding what a hybrid work model is 6:24 The response from the investment management industry 8:38 Is there a potential for tension between what employees want and what employers want? 10:34 The future of work travel and what are the extrinsic and intrinsic motivations? 15:11 New skills that workers need to acquire to thrive in a new work environment 17:13 Can high performance culture exist in a hybrid work model? 19:04 The challenge of building and rebuilding trust with employees 22:50 What Rebecca has enjoyed about having more time at home and what she misses about coming to the office. 26:22 Wrap up questions -Ray of sunshine -NASA -Flight vs. Invisibility ____

Related articles and links:

Future of Work Executive Summary https://www.cfainstitute.org/en/research/survey-reports/future-of-work

2020 Earning Investors' Trust https://www.cfainstitute.org/en/research/survey-reports/2020-earning-investors-trust

2020 Future of Sustainability in Investment Report Managementhttps://www.cfainstitute.org/en/research/survey-reports/future-of-sustainability

Article: “WFH Not Conducive to ‘High-Performance Culture’: BlackRock CEO” https://www.ignites.com/c/3127684/394794

CFA Institute members and charterholders Professional Learning Tracker https://cpd.cfainstitute.org/ ____

Find Rebecca here: LinkedIn: https://www.linkedin.com/in/rebeccafender/ Twitter: https://twitter.com/rebeccafender?lang=en

Find Lauren here:

LinkedIn: https://www.linkedin.com/in/lauren- foster/ Twitter: https://twitter.com/laurenfosternyc