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: 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,…

Ignites.com: Thinking Beyond the Diversity Style Box to Reap Benefits (Video)

Wilbanks discusses the importance of shops focusing on recruiting individuals with diverse…

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…

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."

Chief Investment Officer: The Hidden Costs of Passive Investing

According to a report by Research Affiliates, the gross returns of index investments are…