Enterprising Investor

Re-Thinking Performance Culture in Asset Management


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When Ben Lucas, UK Head of Wealth & Asset Management Consulting at KPMG, wrote that his biggest non-negotiable is daily exercise, the post went viral. He explains why his message resonated with so many people and why exercise, sleep, and time away from a desk are not in conflict with performance culture, as some think, but are what performance is all about. ____   ► Subscribe to the Take 15 Podcast YouTube channel: https://www.youtube.com/channel/UCA3HUMuK4FSp_CvQH_2Ji7g?app=desktop    ►Transcript: https://cfainst.is/3aXw9nf    ►Email us for comments, questions, or appearance requests:[email protected] ____   Topics discussed: 2:25 Intro  3:12 Ben’s exercise LinkedIn post 6:28 What prompted Ben to write the post 9:58 New habits that Ben has formed 13:50 Exercise is a non-negotiable 17:16 Exercise at home during a pandemic  20:36 Performance culture vs. exercising  23:22 The importance of sleep 25:09 Survey takeaways from 50 leaders of wealth and asset management firms 29:17 We need to find better language  31:00 “The COVID muscle memory” 32:40 Ben’s advice to others on building trust 34:45 Wrap-up questions Ray of sunshine NASA  Flight or invisibility   ____   Related articles and links:   Viral post https://www.linkedin.com/posts/activity-6769557311582154752-vs04   Follow-up post https://www.linkedin.com/posts/benjamin-lucas-38b53837_performance-leadership-balance-activity-6789100047322619904-2Ttf   New report in Act 2 https://nam12.safelinks.protection.outlook.com/?url=https%3A%2F%2Fhome.kpmg%2Fuk%2Fen%2Fhome%2Finsights%2F2020%2F11%2Fwhats-shaping-the-future-of-asset-management.html&data=04%7C01%7Clauren.foster%40cfainstitute.org%7C2bea39b560c24979104d08d90988a67f%7C53a818f111e046388863b78b176399bd%7C1%7C0%7C637551304817238573%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=VTMlE7GAgLOaYtbYB8IPlbn%2FY8Sj2n%2B%2FTArBq4h1OZU%3D&reserved=0   CFA Institute members and charterholders Professional Learning Tracker https://cpd.cfainstitute.org/  ____   Find Ben here: LinkedIn: https://www.linkedin.com/in/benjamin-lucas-38b53837/    Find Lauren here:   LinkedIn: https://www.linkedin.com/in/lauren- foster/  Twitter: https://twitter.com/laurenfosternyc
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Enterprising InvestorBy CFA Institute

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