Thought Leadership Resources
We have curated a collection of blogs and news items that we found important to the Asset & Wealth Management business.
October 1, 2017
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.
September 27, 2017
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…
September 7, 2017
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.…
September 6, 2017
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…
September 1, 2017
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…
August 31, 2017
ETF.com: A Deeper Dive into ESG ETF Portfolios
Great to see solid reporting on this interesting topic. Sustainability in finance is going…
August 16, 2017
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…
August 1, 2017
IBM Watson Client Insight for Wealth Management
Interesting new developments in digital marketing for investment advice from IBM.
July 26, 2017
Ignites.com: SSGA Votes “No” 400 Times over Gender Diversity
Nice to see that money talks with regard to gender diversity in the boardroom.
July 14, 2017
New York Times: Aiming to Do Good, Not Just Well
Tim Gray highlights Morningstar’s sustainability ratings, which offer a creative and useful…
July 11, 2017
Bloomberg: Asset Management Revenue Falls in 2016 for First Time Since 2008
Tipping point! Should make the rest of the year really interesting.
June 28, 2017
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…