Thought Leadership Resources
We have curated a collection of blogs and news items that we found important to the Asset & Wealth Management business.
April 26, 2023
Fund Directions: Morningstar Funds Adds Former ICI Chief Counsel as New Indie
Great reporting by Benjamin Sheng on the recruitment of our successful candidate Jennifer Choi to…
April 24, 2023
The New York Times: What Young Workers Miss Without the ‘Power of Proximity’
Great to see that there is emerging data in support of our comments on the risks of hybrid work…
April 5, 2023
Investment News: Millions flow to Girls Who Invest
Congratulations to Girls Who Invest founder Seema Hingorani, CEO Katherine Jollon Colsher, and…
March 16, 2023
Ignites: Industry Bonuses Dove 20% in 2022
"Bonuses for asset management employees dropped 20% last year, a new report shows. 'Bonuses are a…
March 15, 2023
PR Newswire: Morningstar Funds Trust Board of Trustees Elects New Independent Trustee
It was an honor to be part of the mission of Morningstar through the recruitment of Jennifer Choi…
February 27, 2023
Plansponsor: SS&C Hires Nelson From Tata Consultancy as Retirement Business COO
The more mature segments of the investment business, such as defined contribution retirement plans,…
February 15, 2023
Women in ETFs
The Women in ETFs Breakfast at the Exchange ETFs conference was a home run. It is so exciting to…
February 13, 2023
Exchange ETFs | 2023 Conference
It was great to be part of the Exchange ETF 2023 conference, catching up on industry best practices…
February 2, 2023
Institutional Investor | CIO Roundtable
Privileged to be part of Institutional Investor’s US Institute Chief Investment Officer Roundtable.…
January 26, 2023
CeFiWire: Nadine Jumps to a Startup | State Street’s head of digital assets has a new gig
Innovation in the distributed general ledger field will increasingly play an important role in…
January 22, 2023
Wall Street Journal | The First ETF Launched 30 Years Ago, Revolutionizing Investing
Thirty years ago, the launch of the first exchange-traded fund ushered in a new era of investing!…
January 21, 2023
The New York Times: Who wants to live forever?
DEI initiatives need to be extended to include age discrimination, which is widespread in the asset…