Thought Leadership Resources
We have curated a collection of blogs and news items that we found important to the Asset & Wealth Management business.
The New York Times | Paid Time Off, Free Fries: How Corporate America Is Getting Out the Vote
With one week left until Election Day it is not too late to make a difference! We urge all of our…
Sustainability Accounting Standards Board: 2020 SASB Symposium
Great to see SASB under CEO Janine Guillot making a splash with two of the most sought after…
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…