Thought Leadership Resources
We have curated a collection of blogs and news items that we found important to the Asset & Wealth Management business.
State Street || The Big Shift: Finding a New Center of Gravity in the Investment Industry
Another great piece from the State Street Center for Applied Research, notable both for the depth…
Business Roundtable: Business Roundtable Redefines the Purpose of a Corporation to Promote ‘An Economy That Serves All Americans’
Developing a more holistic capital markets ecosystem that embraces a thorough inclusion of material…
Institutional Investor: Study Reveals Allocator Bias Against Black Fund Managers
"Top-performing black fund managers face more scrutiny from institutional investors than their…
InvestmentNews: Time to shift your hiring goal from ‘culture-fit’ to ‘culture-add’
Great insights from Rianka Dorsainvil on diversity and inclusion in InvestmentNews. She points out…
CFA Institute Seminar for Global Investors: Improving Investment Decisions
It was great to be part of the 65th annual Seminar for Global Investors co-hosted by the CFA…
Money Management Institute: Journal of Investment Advisory Solutions
Congratulations to Chair Jen Abate, CEO Craig Pfeiffer and the rest of the Money Management…
InvestmentNews: Why a culture of compliance is critical
“[M]uch of the current regulatory activity has picked up on the demands of a more educated…
New York Times || Amazon’s Latest Experiment: Retraining Its Work Force
Asset management firms need to begin to think more broadly about human capital best practices. As…
FundFire: Managers Waste Money Falling for ‘Tech Hype’
“Our mission is to add value that enhances the investment management process. Why weren’t we…
Institutional Investor: The Rising Expense That’s Pressuring Asset Managers
Great reporting by Julie Segal of Institutional Investor presenting some of the most important data…
Deloitte Insights: Tapping Into the Aging Workforce In Financial Services
We have recently observed and written on the changing trends of leadership skills in the asset and…
First Half 2019 Review: Recruiting Demand Strengthening Significantly Mid-Year
The “two-tiered” story of growth and profitability has driven our search work to be very niche…