Resources

Develop technical skills, marinate in great ideas, learn and grow with extraordinary people and create life-changing policies, programs and experiences.

Take charge of your development

We’re passionate about sharing actionable ideas, practical tools and references to external programs and networks that support professionals in investment management to evolve and grow.

Launch your professional investing career

Learn more about different roles in investment management, access links to technical courses and books recommended by leading investors, and build the essential non-technical skills to land your first role in an investment team.

Develop your leadership, career and life

Access articles, podcasts, books, apps, leadership stories, blogs, tools, events and networks designed to help you evolve your leadership identity, and build a career and life you love.

Create diverse, human-centred teams and organisations

Our favourite books, research papers and case studies to help you navigate the system change needed to create diverse, human-centred teams and organisations.

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Q&A

Star investors are made, not born

Amy Xie Patrick, Head of Income Strategies at Pendal Group and a panelist on our Keystone Analyst Program, shares her insights on developing a robust investment process, emphasising the importance of self-awareness, a systematic approach, and continuous learning in achieving consistent success.

Q&A

Student spotlight: Jeremy Huang

Meet Jeremy Huang, one of the winning team members from our 2024 Investment Competition. As his prize, Jeremy chose an internship with Schroders, and he shares his experience and highlights from the investment competition and internship.

Blog

The next evolution of DEI in a Trump 2.0 world

Trump’s sledgehammer to the US DEI agenda may feel like a setback, but I believe it’s also an opportunity for evolution. I’ve long argued that a DEI agenda fixated on identity over humanity lacks the nuance needed to create truly meritocratic workplaces where women and men have equal access to opportunities.

Article

What I wish I’d known: Lessons from a CIO

CIO Craig Dandurand is one of our incredible LevelUP mentors and in this article he shares what he wishes he’d known earlier in his career. Craig’s insights are gold for any investor looking to break through to the next level.

Q&A

Student spotlight: Shelina Fernando

Meet Shelina Fernando, a driven student in the final year of a Commerce degree, with a passion for investment management and finance. Shelina made a strong impression in our 2024 Mentoring Circle with TCorp and also participated in last year's Investment Competition. Shelina shares her experience with Future IM/Pact and her goals for the future.

Case study

LevelUP – Empowering women to take control of their investment careers

LevelUP is a transformative four-month development program designed for female investors aspiring to senior decision-making roles. Read this case study with insights from our 2024 program participants.

Article

Skills profile: Building a passion and curiosity for markets

In the dynamic world of investing, curiosity and passion are essential ingredients for success. To better understand how aspiring investors can cultivate their passion for markets, we spoke with Anita Stanley, an Equity Research Analyst at Macquarie Group, who shared valuable insights, experiences, and practical advice.

Q&A

Student spotlight: Grace Ji

Meet Grace Ji, a talented student studying Aerospace engineering and finance, with career aspirations in investment management and finance. Grace was a stand-out in our 2023 Mentoring Circle with Colonial First State and shares her experience with Future IM/Pact and her goals for the future.

Article

The Inner Game Podcast (Episode #7): Kellie Wood, Schroders

In this episode of The Inner Game Podcast, Yolanda interviews Kellie Wood, Head of Fixed Income at Schroders, for a deep dive into her 20+ year career. From navigating market volatility to balancing family life and career, Kellie shares the challenges and triumphs that have shaped her leadership journey.

Article

The Inner Game Podcast (Episode #6): Guneet Rana, Colonial First State

In this episode of The Inner Game Podcast, Yolanda interviews Guneet Rana, Head of Responsible Investments at Colonial First State, who shares her incredible journey from growing up in India and Afghanistan to leading sustainable investment initiatives in Australia.

Blog

Resilience: The inner game of thriving

Resilience is more than just enduring challenges—it’s about bouncing back, adapting, and growing. This blog explores how resilience, defined by UNSW research, can add years to your life and transform your leadership journey, and how Yolanda relates this to our inner game philosophy.

Article

The Inner Game Podcast (Episode #5): Tom Stewart, VFMC

In this episode, Yolanda Beattie is joined by Tom Stewart, Senior Portfolio Manager at the Victorian Funds Management Corporation (VFMC), where he oversees a $40 billion equities portfolio. Tom takes us through his career journey and the key influences that have shaped his investment philosophy and leadership style.

Most of us spend just under 2 hours a day worried. That's a fair chunk of our day below the line, mostly about work, family, money and relationships. Worrying about things we can't control saps our energy, which could be directed into things we can control. That's why we love sharing powerful resources for you to take control of your leadership, career and life, and profoundly alter your lived experience and impact on the world. Enjoy.
Yolanda Beattie, Founder, Future IM/Pact

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