Thought Leadership Resources
We have curated a collection of blogs and news items that we found important to the Asset & Wealth Management business.
June 22, 2017
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.
April 11, 2017
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.
December 19, 2016
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…
December 19, 2016
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…
December 12, 2016
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…
March 18, 2016
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…
March 18, 2016
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…
March 7, 2016
Chief Investment Officer: Underprivileged Managers Have Fewer Opportunities, Better Returns
Research shows asset managers with low-income backgrounds face higher barriers into the industry,…
February 25, 2016
Ignites.com: Thinking Beyond the Diversity Style Box to Reap Benefits (Video)
Wilbanks discusses the importance of shops focusing on recruiting individuals with diverse…
February 16, 2016
Chief Investment Officer: Diversity–Let’s Get Real
“Some of those waving the flag for equality in financial services are doing little more than paying…
January 23, 2016
New York Times: A Colleague Drank My Breast Milk And Other Wall Street Tales
"A Colleague Drank My Breast Milk And Other Wall Street Tales."
January 22, 2016
Chief Investment Officer: The Hidden Costs of Passive Investing
According to a report by Research Affiliates, the gross returns of index investments are…