Thought Leadership Resources
We have curated a collection of blogs and news items that we found important to the Asset & Wealth Management business.
McKinsey: Five Fifty | Better Bosses
In all my years in professional practice, the role of business manager and people leader always…
The New York Times: Google Delays Return to Office and Eyes ‘Flexible Work Week’
“’We are testing a hypothesis that a flexible work model will lead to greater productivity,…
PGIM: Weathering Climate Change | Opportunities and Risks In An Altered Investment Landscape
Excellent insights from PGIM on climate change and it's impact on investing. "Climate change is no…
Reuters: Corporate diversity, inclusion needs focus on middle management, influential employees
Great insights from Erika Irish Brown on corporate diversity and inclusion. 'Senior people “have to…
ESG Clarity: Four TCFD Considerations For Asset Managers
Great thoughts from Curtis D. Ravenel with the Task Force on Climate-related Financial Disclosures…
Financial Advisor: As Pandemic Makes Clients More Risk Averse, How Should Advisors Respond?
“Trust in all forms of advice is at an all-time low right now, and that applies to advisors as much…
InvestmentNews: Three principles for inclusive leadership
"I will outline three leadership principles and associated tactics that increase diverse…
Bloomberg: Many U.S. Corporate Boards Don’t Fully Understand the Climate Crisis
This interesting research from NYU Stern Center for Sustainable Business and Tensie Whelan confirms…
Chevy Chase Trust: Jeff Whitaker Hired As New President and CEO
Congratulations to Jeff Whitaker. He steps into a great firm, testament to the success of the…
Artisan Partners: Portfolio Manager Viewpoints
Great thinking and results are often startling straightforward and simple. Artisan Partners and its…
Bloomberg: Here Are the 17 Ways You Make Illogical Decisions
Well, as always, we are contemplating New Year's resolutions for self-improvement and this is…
MarketWatch | Opinion: The fund-management industry wants better ESG disclosure — here’s what it says Biden should do
We are thrilled to see the Investment Company Institute, under the leadership of Eric Pan and…