Thought Leadership Resources

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

McLagan: Bridging the Gap — The Rising Fight for Pay Equity in Financial Services

Important overview on the gender pay gap from our friends at McLagan.

State Street Global Advisors: QCall — Navigating Frothy Equity Markets (Video)

Lori Heinel of SSGA leads a discussion on the rally of equity markets over the past year and…

TIAA Institute / UT Austin: The Decision to Concentrate — Active Management, Manager Skill, and Portfolio Size

Interesting study examining the correlation of portfolio concentration and manager skill.…

FundFire: Russell Taps William Blair Investment Mgmt Head as CEO

Russell Investments has named William Blair’s head of investment management Michelle Seitz as its…

CFA Institute Magazine: Where Will the Next Hiring Hotspots Be?

George Wilbanks weighs in on changes facing the investment industry’s global talent market, from…

ETF.com: A Deeper Dive into ESG ETF Portfolios

Great to see solid reporting on this interesting topic. Sustainability in finance is going…

FundFire: Bridgewater Leads Pack on Client Service with Massive Staff

The hedge fund and private equity industries, generally lagging their more traditional peers in the…

IBM Watson Client Insight for Wealth Management

Interesting new developments in digital marketing for investment advice from IBM.

Ignites.com: SSGA Votes “No” 400 Times over Gender Diversity

Nice to see that money talks with regard to gender diversity in the boardroom.

New York Times: Aiming to Do Good, Not Just Well

Tim Gray highlights Morningstar’s sustainability ratings, which offer a creative and useful…

Bloomberg: Asset Management Revenue Falls in 2016 for First Time Since 2008

Tipping point! Should make the rest of the year really interesting.

Bloomberg: Investors Have Lost Sight of the Purpose of Indexes

There is no such thing as passive investing. All indexes are actively managed with important market…