Investing in People
When Aoifinn Devitt created The Fiftyfaces Podcast in 2020, she wanted to showcase the diversity of the world’s investors by telling their stories. Now, she tells Hugo her own story—from her start as a lawyer to her current role as the first female chief investment officer at Moneta, an investment advisor with $27 billion of assets under management. In this wide-ranging discussion, Aoifinn explains how the Russia-Ukraine conflict could change how we think about ESG, whether we’re in a new investing regime, and what she’s learned from podcasting.
Dimensions & Insights: Your growth story includes DEI
Today’s competitive and disruptive environment requires diverse thinking and problem solving. Diversity, equity and inclusion (DEI) practices create a platform for differentiation, competitive advantages for firm performance and resiliency, and add to an asset manager’s bottom line and growth.
Building an inclusive practice: Unlocking diversity capital
Growth is no longer just about acquiring assets. In fact, as the population in need of financial advice grows and diversifies, so, too, must the advisory teams that serve them.
Six Keys to Extraordinary Teamwork
Whether you are building, joining or looking to improve your financial advisory team, the goal should be to create something that adds up to more than the sum of its parts. Michael Futterman, Head of Knowledge Labs® Professional Development, outlines six considerations that are critical to establishing a healthy team dynamic.