State Street Global Advisors: QCall — Navigating Frothy Equity Markets (Video)
Lori Heinel leads a discussion among David Carlson, Olivia Engel, and Jessica…
TIAA Institute / UT Austin: The Decision to Concentrate — Active Management, Manager Skill, and Portfolio Size
Interesting study examining the correlation of portfolio concentration and…
ETF.com: A Deeper Dive into ESG ETF Portfolios
Great to see solid reporting on this interesting topic. Sustainability in…
IBM Watson Client Insight for Wealth Management
Interesting new developments in digital marketing for investment advice from…
Ignites.com: SSGA Votes "No" 400 Times over Gender Diversity
Nice to see that money talks with regard to gender diversity in the boardroom.…
New York Times: Aiming to Do Good, Not Just Well
Tim Gray highlights Morningstar’s sustainability ratings, which offer a…
Bloomberg: Asset Management Revenue Falls in 2016 for First Time Since 2008
Tipping point! Should make the rest of the year really interesting. By Ivan…
Bloomberg: Investors Have Lost Sight of the Purpose of Indexes
There is no such thing as passive investing. All indexes are actively managed…
New York Times Dealbook: Can Good Corporate Citizenship Be Measured?
Andrew Ross Sorkin reports on BoA Merrill Lynch Global Research’s recent report…
New York Times: An Index-Fund Evangelist Is Straying from His Gospel
Burton Malkiel, who long endorsed passive investing, has had a change of heart.…