Thought Leadership Resources

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

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…

IRI STATEMENT: TO SECURE OUR FUTURE, WE MUST ADDRESS AND CHANGE OUR PRESENT

Thanks to our successful candidate Wayne Chopus and the fantastic Board of the Insured Retirement…

Institutional Investor | The Dirty Secret of Asset Management: It’s Doing…Okay?

“Comparing Q1 of this year versus Q1 of last year, both revenues and margins were up in that…

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…