Thought Leadership Resources

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

State Street || The Big Shift: Finding a New Center of Gravity in the Investment Industry

Another great piece from the State Street Center for Applied Research, notable both for the depth…

Business Roundtable: Business Roundtable Redefines the Purpose of a Corporation to Promote ‘An Economy That Serves All Americans’

Developing a more holistic capital markets ecosystem that embraces a thorough inclusion of material…

Institutional Investor: Study Reveals Allocator Bias Against Black Fund Managers

"Top-performing black fund managers face more scrutiny from institutional investors than their…

InvestmentNews: Time to shift your hiring goal from ‘culture-fit’ to ‘culture-add’

Great insights from Rianka Dorsainvil on diversity and inclusion in InvestmentNews. She points out…

CFA Institute Seminar for Global Investors: Improving Investment Decisions

It was great to be part of the 65th annual Seminar for Global Investors co-hosted by the CFA…

Money Management Institute: Journal of Investment Advisory Solutions

Congratulations to Chair Jen Abate, CEO Craig Pfeiffer and the rest of the Money Management…

New York Times || Amazon’s Latest Experiment: Retraining Its Work Force

Asset management firms need to begin to think more broadly about human capital best practices. As…

FundFire: Managers Waste Money Falling for ‘Tech Hype’

“Our mission is to add value that enhances the investment management process. Why weren’t we…

Deloitte Insights: Tapping Into the Aging Workforce In Financial Services

We have recently observed and written on the changing trends of leadership skills in the asset and…

TEDx Talk: What Makes a Good Life? Lessons From the Longest Study On Happiness

"What keeps us healthy and happy as we go through life? If you were going to invest now in your…

Institutional Investor: Investors See ‘Material Risk’ in Ignoring ESG

A significant portion of investment professionals are gradually moving towards the creation of a…

Bloomberg: The Next Big Phones Could Bring a Billion People Online

Interesting new trend that I was not aware of. There are interesting perspectives both for and…