CFA Institute Take 15 Series: 10-15 minute interviews with leading practitioners on timely topics in market and credit risk as well as ethics. CFA Institute is a global membership organization that awards the Chartered Financial Analyst® (CFA®) designation. CFA Institute leads the investment industry by setting the highest standards of ethics and professional excellence and vigorously advocating fair and transparent capital markets.

Clare Flynn Levy is founder and CEO at Essentia Analytics, a software firm that allows fund managers to capture data about their own behavior so they can improve their investment processes. In this interview, she discusses a fundamental problem that investment professionals share: they sell skill, but get paid for performance, and yet the two are not the same. Ms. Levy explains how and why it’s important for fund managers to keep track of their investment processes so they can learn to avoid, or minimize, behavioral biases in the future.


The Take 15 Series is a series of short interviews with leading practitioners on timely topics focused on the investment profession.

Direct download: CFA_Institute_T15_267.mp3
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