High Performing Investment Teams
‘Although most leaders agree teamwork is important, few
businesses effectively build collaborative, synchronized teams.
High Performing Investment Teams is an excellent
guidepost for any manager striving to create a winning team and
develop bench strength for the future.’
–John W. Rogers Jr., Chairman and Chief Executive Officer,
Ariel Capital Management, LLC
‘Turning individual talent into team performance is the ultimate
challenge for an investment organization, but also the key to
building a sustainable investment franchise. Focus Consulting has
captured the essence of how to leverage your intellectual capital
for maximum and enduring success.’
–Michelle R. Seitz, CFA, Principal, Head of Investment
Management, Executive Committee Member, William Blair &
Company, LLC
‘Focus Consulting’s work on behaviors of top teams is clear,
effective, and practical. We recommend it highly for investment
firms that are serious about world-class collaboration.’
–Terry Toth, President, Northern Trust Global Investments
‘Focus Consulting really understands that attracting and
motivating talented people makes all the difference for asset
managers. Their work is based on years of experience helping
investment firms build strong cultures with productive
behaviors.’
–Scott Powers, Chief Executive Officer, Old Mutual Asset
Management
‘Focus Consulting understands the people aspect of the investment
business. They know the investment business and how to make
collaboration work.’
–Harin de Silva, Ph D, CFA, President, Analytic Investors
विषयसूची
Foreword vii
Preface xi
Acknowledgments xiii
About the Authors xvii
Introduction: The Elements of Greatness 1
Chapter 1 Investment Leadership: Building a Winning Culture for Long-Term Success 15
Chapter 2 Curiosity: Learning How to Learn 33
Chapter 3 Accountability Part 1: Taking Responsibility 45
Chapter 4 Accountability Part 2: Making and Keeping Agreements 67
Chapter 5 Candor: Revealing, Not Concealing 93
Chapter 6 Authenticity: Eliminating Drama 105
Chapter 7 Awareness: Using Emotional and Intuitional Intelligence 119
Chapter 8 Genius: Maximizing Your Contribution 139
Chapter 9 Appreciation: Shifting from Entitlement 159
Chapter 10 Fit: Investment Personalities and the Seven Behaviors 181
Chapter 11 Decision Rights: Establishing and Clarifying the Rules 197
Concluding Thoughts: Measurement, Behavioral Finance, Integrity, and an Invitation for More 203
Afterword 207
Endnotes 209
Index 213
लेखक के बारे में
JIM WARE (Glenview, IL) C.F.A. is the founder of Focus Consulting Group, a specialized firm dedicated to helping investment leaders understand, articulate and shape their firm’s investment culture. A frequent keynote speaker at CFA Institute, Mutual Fund Educational Alliance, Investment Adviser Association, and U.S. Institute among others, Jim is recognized for his insightful presentations. He has a Masters in Business from the University of Chicago and a degree in philosophy from Williams College, where he graduated Phi Beta Kappa.
JIM DETHMER designs and delivers leadership training and coaching to investment professionals around the world. He has delivered speeches on this topic for the CFA Institute, Investment Advisors Association, and many leading investment firms.
JAMIE ZIEGLER has over twenty years’ experience as a marketing consultant, specializing in branding and communications for investment management firms. She holds a BA in English from the University of Notre Dame and an MBA in finance from De Paul University.
FRAN SKINNER, CFA, CPA, has over twenty years’ experience in the investment industry, specializing in measuring and incenting performance of investment industry employees. She earned her MBA in finance and marketing from the University of Illinois-Chicago.
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