Thought Leadership Resources
We have curated a collection of blogs and news items that we found important to the Asset & Wealth Management business.
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…
Mutual Fund Directors Forum Conference of Fund Leaders: “Board Diversity — Facing the Barriers” (Panel)
It was rewarding to moderate the “Board Diversity — Facing the Barriers” panel at the Mutual Fund…
Ignites: Pandemic Widens Gap Between Industry Winners, Losers
Great reporting by Beagan Wilcox Volz with Ignites on this continuing trend of divergence between…
Institutional Investor: Public Asset Managers Just Had Their Best Quarter Ever. But It Wasn’t All Good News.
As we laid out in our April blog, 'Asset owners have been active in the first half of the year,…