Thought Leadership Resources

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

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Pensions & Investments: 51% of alts investors to stand pat on private market allocations

"Slightly more than half of alternatives investors, 51%, do not expect to make any changes to their…

Board IQ: Board Diversity Still a Priority, but Numbers Stay the Same

“Diversity has shifted from a philanthropic discussion about ‘it’s the right thing to do’ to one…

Ignites | Active Activity: Boutiques Pulled In More Sales Than Fund Giants

"Many boutique fund shops collected more money during the first three months of 2020 than did their…

McLagan Insights: For Financial Services Firms, COVID-19 Means Navigating Uncertainty on Many Levels

Great work again from the McLagan/Aon team. Thanks to Shelley Eisenhandler for these valuable and…

Spring 2020 Business Update: Dawn of a New Era — Compensation Expectations in Investment Industry to Be Dramatically Reset Due to Pandemic and Recession

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

Wilbanks Partners Commentary: Dawn of a New Era — Compensation Expectations to Be Dramatically Reset

The 2020 recession and COVID-19 pandemic are accelerating systemic changes in the investment…

Vestigo Ventures: What is the New Normal?

Congratulations to the team at Vestigo Ventures for their continued tremendous success during…

FundFire: Managers Are Not in a Hurry to Resume Onsite Work

The investment management business is very fortunate to have the option for greater flexibility in…

CFA Institute: Gender Diversity In Investment Management

"To uncover some of the underlying causes of the gender disparity in investment management, we…

Ignites | Hiring and Firing: How Covid-19 Compares to Financial Crisis, Dot-Com Bust

Great historical analysis here and great reporting by Adrian D. Garcia at Ignites. My comments in…

Institutional Investor: Funds Saw Largest Ever Exodus in March, Morningstar Says

Interesting news as risk assets continue to rotate. Amongst our clients, there are definitely some…

Ignites: Despite Layoffs, Industry Head Count Swelled 3% Last Year

“They’re consistently announcing layoffs of portfolio managers and multiple rounds of layoffs. And…