Investment Leadership

A comprehensive guide to best practices within the investment industry Investment Leadership provides readers with the tools to understand the leadership factors that contribute to sustainable growth; diagnose their firm's culture and understand why it is important; and replicate best practices from leading firms. With the help of diagnostic tools, practical advice from industry leaders, and real-life case studies, this book sets out to explain what is wrong with the status quo and reveal the secrets of long-term success in the investment industry. James W. Ware, CFA, currently works as a consultant to money managers. He is the coauthor of The Leadership Genius of George W. Bush (0-471-42006-9). Beth Michaels has worked with many organizations, including Chevrolet Motors and the McDonald's Corporation. Dale Primer has worked with business executives from more than 700 individual businesses in over eighty-five separate industries.

PART ONE: Foundation Pieces: Cornerstones of Long-Term Success. CHAPTER 1: Leadership and Culture in the Investment Industry. CHAPTER 2: Core Values. CHAPTER 3: Vision: Where Are We Going? CHAPTER 4: Strong Cultures. PART TWO: Assessment Tools: Putting Numbers to the Soft Stuff. CHAPTER 5: Leader Types. CHAPTER 6: Measuring Culture. CHAPTER 7: Diagnosing Culture by Measuring Values. CHAPTER 8: Leadership and Trust. PART THREE: Getting Practical: Specific Tools for Improvement. CHAPTER 9: Ambitious Goals and Implementation. CHAPTER 10: The Innovative Culture. CHAPTER 11: Compensation and Ownership. CHAPTER 12: Homegrown Leadership. PART FOUR: Putting It All Together: Case Study. CHAPTER 13: The Best of the Best: Ariel Capital. CHAPTER 14: Continuous Improvement. PART FIVE: Other Audiences. CHAPTER 15: Consultant’s View.. CHAPTER 16: Stock Picker’s Corner: Rounding up the Un-Usual Suspects. NOTES. INDEX.