Thought Leadership Resources

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

Institutional Investor: Everyone Wants to Buy a Boutique Asset Manager. If They All Do It, There Goes the Alpha.

Great reporting by Julie Segal about a tough issue facing the investment business. Our Q4 blog…

Fall 2020 Business Update: Pandemic expands the gap between industry winners and losers

The 2020 recession is accelerating systemic changes in the investment industry leading to a…

Toigo Foundation | Uncharted: The Power of Possibility

What a powerful evening! So glad to join so many of my friends and clients who are part of, or…

Institutional Investor: The Biggest Winners-And Losers-In the Asset Management Money Race

The divide in performance in the investment management business continues to be stark. This…

Institutional Investor: Behind the Hewlett Foundation’s Top-Decile Returns

Great insights from Ana Marshall for Institutional Investor as their editors give these topics a…

Chevy Chase Trust: Jessica Frommer Joins Firm As Client Services Manager

Congratulations to our successful candidate, Jessica Frommer, as she joins Chevy Chase as their new…

PR Newswire: Sara Sikes Joins Altrinsic Global Advisors as Head of Client Experience

We are thrilled to see Sara Sikes join Altrinsic Global Advisors in a partnership that will define…

Institutional Investor: How Much Are Managers Paying for Data?

It is amazing how quickly the investment business is turning into a technology game. We see this…

FundFire: Nuveen Overhauls its Approach to Wealth Management Distribution

"Nuveen has reorganized its U.S. wealth advisory services distribution model in a bid to focus on…

Ignites | Building the Pipeline: Shops Seek to Draw More Diverse Interns

We are so proud to support these innovative solutions which broaden the pipeline at our clients…

Bloomberg: New York Times Makes Juneteenth a Holiday Following Protests

"Juneteenth, which takes place on June 19, commemorates the day in 1865 on which enslaved people in…

We Must Not Tolerate Racism: Voices of Today & Yesterday

We must not tolerate racism. Political leaders in the US have fanned the flames of ignorance and…