Thought Leadership Resources
We have curated a collection of blogs and news items that we found important to the Asset & Wealth Management business.
Wilshire Associates: Asset Management Diversity In Action
One of the most exciting parts of the upcoming decade will be watching the outcome of diversity…
Morningstar: 4 Traits Asset Managers Need for Success
Congratulations once again to Kunal Kapoor, Daniel Needham, CFA, and, of course, Greggory Warren,…
Money Management Institute: Chair and President’s Report January 2020
Congratulations to our successful candidate CEO Craig Pfeiffer and Board Chair Jennifer Abate, as…
FundFire: How Blackstone Built an $80B Wealth Juggernaut
Congratulations to Joan Solotar, Brendan Boyle, Joseph Lohrer, Avi Sharon, Sheila Rapple and the…
McKinsey: When Women Lead, Workplaces Should Listen
"Reflective organizations are able to transform themselves into truly inclusive workplaces, taking…
The New York Times: The Big Business of Unconscious Bias
None of these efforts are perfect, but there are no longer any excuses for not taking the risks…
FundFire: $75B Fixed Income Manager Names First-Ever CEO
Income Research + Management has named its first-ever CEO, as it formalizes leadership positions in…
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…