Thought Leadership Resources
We have curated a collection of blogs and news items that we found important to the Asset & Wealth Management business.
New York Times: Aiming to Do Good, Not Just Well
Tim Gray highlights Morningstar’s sustainability ratings, which offer a creative and useful…
Bloomberg: Asset Management Revenue Falls in 2016 for First Time Since 2008
Tipping point! Should make the rest of the year really interesting.
Bloomberg: Investors Have Lost Sight of the Purpose of Indexes
There is no such thing as passive investing. All indexes are actively managed with important market…
New York Times Dealbook: Can Good Corporate Citizenship Be Measured?
Andrew Ross Sorkin reports on BoA Merrill Lynch Global Research’s recent report “ESG Part II: A…
New York Times: An Index-Fund Evangelist Is Straying from His Gospel
Burton Malkiel, who long endorsed passive investing, has had a change of heart.
SHRM: New York City Council Approves Legislation Limiting Salary History Questions
Job applicant's salary history now protected from employers attempting to inquire and verify.
New York Times DealBook: A New Fund Seeks Both Financial and Social Returns
Good to see the mainstream recognition of this type of important initiative: “William E. McGlashan…
ETF.com: These Five Socially Responsible ETFs Meet the Grade
There is no such thing as passive investing. All indexes are actively managed with important market…
Bloomberg: AmEx Unveils a Big Weapon in the Parental Leave Arms Race
“In a move to boost recruitment and retention while keeping up with the corporate Joneses, American…
The New York Times: As Women Take Over a Male-Dominated Field, the Pay Drops
New research suggests that work done by women isn’t valued as highly as work done by their male…
Wall Street Journal: At SEC, Petition Calls for Gender Pay Ratio Disclosure
In a Feb. 1 letter, Sallie Krawcheck, chair and owner of the Ellevate Network, an organization for…
Chief Investment Officer: Underprivileged Managers Have Fewer Opportunities, Better Returns
Research shows asset managers with low-income backgrounds face higher barriers into the industry,…