Thought Leadership Resources
We have curated a collection of blogs and news items that we found important to the Asset & Wealth Management business.
May 30, 2024
Toigo Foundation: 2024 NYC Gala
Attending the Toigo Gala in NYC on the 35th anniversary of the foundation with over 800 other…
May 24, 2024
2024 ICI Leadership Summit
I had a very productive three days in Washington DC in May attending the annual Investment Company…
May 21, 2024
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…
May 16, 2024
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…
May 14, 2024
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…
April 19, 2024
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,…
April 15, 2024
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…
April 10, 2024
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…
March 30, 2024
ETF.com: Six Women to Watch in ETFs
Excellent feature from Lucy Brewster spotlighting six female leaders in the hashtag#ETF industry,…
March 26, 2024
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…
March 25, 2024
FundFire: Managers Grapple with Bonus Metrics for Institutional Mandates
The complexity of selling investment services to institutional buyers continues to grow in line…
March 21, 2024
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…