Thought Leadership Resources

We have curated a collection of blogs and news items that we found important to the Asset & Wealth Management business.

FundFire: $75B Fixed Income Manager Names First-Ever CEO

Income Research + Management has named its first-ever CEO, as it formalizes leadership positions in…

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…