Thought Leadership Resources
We have curated a collection of blogs and news items that we found important to the Asset & Wealth Management business.
Wilbanks Partners Commentary: 2017 Compensation Expectations — Dangerous Conflicting Signals
We are convinced by our anecdotal survey that overall compensation expenses might rise slightly,…
New York Times: How to Be a Great CEO, from a Decade’s Worth of Them
Adam Bryant has interviewed 525 chief executives through his years writing the Corner Office…
McKinsey & Company: Evaluate This — Employee Performance Evaluations
McKinsey has found that crowdsourcing evaluations yield better results in motivating workers than…
Wilbanks Partners Commentary: Leadership Transitions — Accelerating the Pace of Change
Firms appear to be willing to take greater risks to accelerate the pace of change. We believe the…
FundFire: William Blair Fills Top Investment Post with Int’l PM
William Blair has filled the vacancy left at the top of its investment management arm, appointing…
Bank of England: Eight Centuries of the Risk-Free Rate — Bond Market Reversals from the Venetians to the “VaR Shock”
Past investment performance is not an indicator of future results. And yet...
PGIM for Institutional Investor: The Monolithic View of Emerging Markets Is Obsolete (Video)
Insights from David Hunt and Taimur Hyat of PGIM Investments on investable opportunities in…
Real Assets Adviser: Building a Dynasty — The Rags-to-Riches Story of Shirl Penney, Founder & CEO of Dynasty Financial Partners
Shirl Penney on success: "Sometimes in life the winners are the ones who just simply want it more.…
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…