Thought Leadership Resources
We have curated a collection of blogs and news items that we found important to the Asset & Wealth Management business.
William Blair: Digital Transformation of Talent Acquisition
Fabulous insights on a rapidly changing landscape for talent, especially with respect to the…
Boston Consulting Group: How Asset Managers Can Win in a Winner-Takes-All World
Congratulations to Joe Carrubba and his team at the Boston Consulting Group (BCG) for these…
ICI 2019 General Membership Meeting
Big shout out to both ICI Chair George Gatch and Vice-Chair Ted Truscott for their time spent…
Ignites: The Bottom Line on Which Shops Pay Staffers Top Dollar
Median pay for employees of publicly traded asset managers increased by 2% in 2018, filings show,…
Institutional Investor: Jeremy Grantham Says Investors Should Be “Intrigued” by This Strategy
Always interesting to read Grantham's insights and counsel: "There’s a significant risk that…
Money Management Institute 2019 Sales & Marketing Leadership Summit
Impressive two days at the MMI 2019 Sales & Marketing Leadership Summit last week under the…
Money Management Institute 2019 Sales & Marketing Leadership Summit
Impressive two days at the MMI 2019 Sales & Marketing Leadership Summit last week under the…
McKinsey: Advanced Analytics in Asset Management — Beyond the Buzz
Helpful insights from McKinsey in this good overview of data and analytics best practice trends.
IRIOnline: IRI’S Chopus Unveils Organization Strategy Reflecting Passion for Helping Others to Secure Dignified Retirement
The IRI REACH19 conference last week was a fantastic update on the mission, strategy, and tactics…
Ignites: Biggest Tech Spenders Also Top Sales-Getters — Casey Quirk Report on Distribution 2.0
Interesting data acknowledging what our most innovative clients have been working on in…
Mutual Fund Directors Forum: “Mutual Fund Board of the Future” (Panel)
It was rewarding to be a member of the “Mutual Fund Board of the Future” panel at the Mutual Fund…
Institutional Investor: Want 20% Higher Returns? Do This.
Great example of the diversity dividend: Private equity & venture funds with gender-balanced senior…