Thought Leadership Resources
We have curated a collection of blogs and news items that we found important to the Asset & Wealth Management business.
PGIM for Institutional Investor: The Monolithic View of Emerging Markets Is Obsolete (Video)
Insights from David Hunt and Taimur Hyat of PGIM Investments on investable opportunities in…
Real Assets Adviser: Building a Dynasty — The Rags-to-Riches Story of Shirl Penney, Founder & CEO of Dynasty Financial Partners
Shirl Penney on success: "Sometimes in life the winners are the ones who just simply want it more.…
McLagan: Bridging the Gap — The Rising Fight for Pay Equity in Financial Services
Important overview on the gender pay gap from our friends at McLagan.
State Street Global Advisors: QCall — Navigating Frothy Equity Markets (Video)
Lori Heinel of SSGA leads a discussion on the rally of equity markets over the past year and…
TIAA Institute / UT Austin: The Decision to Concentrate — Active Management, Manager Skill, and Portfolio Size
Interesting study examining the correlation of portfolio concentration and manager skill.…
ETF.com: A Deeper Dive into ESG ETF Portfolios
Great to see solid reporting on this interesting topic. Sustainability in finance is going…
IBM Watson Client Insight for Wealth Management
Interesting new developments in digital marketing for investment advice from IBM.
Ignites.com: SSGA Votes “No” 400 Times over Gender Diversity
Nice to see that money talks with regard to gender diversity in the boardroom.
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…