Thought Leadership Resources

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

Toigo Foundation: 2024 NYC Gala

Attending the Toigo Gala in NYC on the 35th anniversary of the foundation with over 800 other…

2024 ICI Leadership Summit

I had a very productive three days in Washington DC in May attending the annual Investment Company…

Pensions & Investments: Vanguard Watchers Expect Incremental Change, Not Revolution, Under New CEO Salim Ramji

Congratulations to Salim Ramji, Vanguard's incoming CEO! We view Ramji's recruitment as "in line…

II US Institute COO/CFO Roundtable: “Shifting Gears – Positioning Organizations for New Products & Clients”

I was honored to be a guest panelist at Institutional Investor's US Institute CFO/COO Roundtable in…

Mid-Year 2024 Compensation & Recruiting Commentary: Accelerating Use of Advanced Technology Significantly Alters Executive Demand

The rapid development of large language models, on top of a decade of significant advancements in…

Just Capital: America’s Top 10 Companies for Environmental Performance in 2024

"Environmental protection in the U.S. has for the most part been a unifying issue over the years,…

Washington Business Journal: Executive Insights — Jeff Whitaker, President & CEO of Chevy Chase Trust

We are thrilled to see our successful candidate, Jeff Whitaker, President & CEO of Chevy Chase…

Fund Board Views: Oversight of Distribution for Fund Directors

We want to highlight John Krieg's excellent Viewpoint for Fund Board Views. It's a three-part…

ETF.com: Six Women to Watch in ETFs

Excellent feature from Lucy Brewster spotlighting six female leaders in the hashtag#ETF industry,…

Financial Times: Women Continue to Lead the Way in the ETF Industry

Fantastic to see this commentary in the Financial Times highlighting Women in ETFs' progress, and…

FundFire: Managers Grapple with Bonus Metrics for Institutional Mandates

The complexity of selling investment services to institutional buyers continues to grow in line…

ICI: Celebrating the 100th Anniversary of the Mutual Fund

Today marks an important day in our nation’s history: the establishment of the first mutual fund in…