Thought Leadership Resources

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

The New York Times: Turn Tech to Your Advantage in the New Hybrid Workplace

“Regardless of our rank in an organization, our time is precious. When our work is interrupted by a…

Institutional Investor: How One Allocator Embraced Racial Equity in Asset Management and Beyond

"With respect to team diversity, Trinity will track the different dimensions of diversity for…

Trust Lab: The Big Problem that Big Tech cannot solve

"Big Tech is unable to fix its big content problem alone. A solution will require a coordinated…

NICSA | Fearless Leadership Symposium: Evolution of Corporate Culture

We were thrilled to be a part of NICSA's 2021 Fearless Leadership Symposium and honored to moderate…

Bloomberg: Wall Street’s Return-to-Office Gulf Exposed by Goldman, Citi

“[Citigroup] has told most workers that they can adopt a so-called hybrid schedule between home and…

Pensions and Investments: SASB, IIRC form Value Reporting Foundation

Congratulations to Janine Guillot, Charles Tilley and the Boards of SASB and the IIRC for…

Ignites: Shops Tout D&I, but Many Overlook Disabilities

Great reporting by Ben Miller on a facet of diversity, equity and inclusion that we find is often…

Investment Company Institute: ICI Calls on SEC to Require Companies to Disclose Greenhouse Emissions and Workforce DataDisc

Congratulations to Eric Pan and the Board of the Investment Company Institute for taking an…

Bloomberg: Employees Are Quitting Instead of Giving Up Working From Home

“If anything, the past year has proved that lots of work can be done from anywhere, sans lengthy…

FundFire: Preference for Hybrid Work Challenges Firm Leaders

"Employee preferences for remote and flexible work are challenging asset management firms to…

PR Newswire: Coalition of 18 Financial Institutions Commits to Measurable Plan to Improve Economic and Racial Equity

"Today, the members of the Corporate Call to Action: Coalition for Equity & Opportunity (CCA), a…

Bloomberg: That New Hybrid Office May Not Be as Flexible as You Hoped For

Great reporting by Lucy Meakin on the complexities of emerging best practices in hybrid work. As we…