Thought Leadership Resources

We have curated a collection of blogs and news items that we found important to the Asset & Wealth Management business.

Fund Board Views | Q&A: Women On Mutual Fund Boards

Thank you to Hillary Jackson at Fund Board Views for including us in this important conversation on…

FundFire: Asset Management Comp Slides Lower, Except for Those with Specialized Skills

"Asset management industry paychecks are on the decline, but not for workers with specialized…

Wilshire Associates: Asset Management Diversity In Action

One of the most exciting parts of the upcoming decade will be watching the outcome of diversity…

FundFire: $75B Fixed Income Manager Names First-Ever CEO

Income Research + Management has named its first-ever CEO, as it formalizes leadership positions in…

CFA Institute Seminar for Global Investors: Improving Investment Decisions

It was great to be part of the 65th annual Seminar for Global Investors co-hosted by the CFA…

InvestmentNews: Why a culture of compliance is critical

“[M]uch of the current regulatory activity has picked up on the demands of a more educated…

Institutional Investor: The Rising Expense That’s Pressuring Asset Managers

Great reporting by Julie Segal of Institutional Investor presenting some of the most important data…

FundFire Exchange: Recruiter Roundtable — The Evolution of the Institutional Asset Management Job Market (webinar)

In this webcast hosted by Danielle Verbrigghe, George Wilbanks discusses the rapid evolution of the…

FundFire: Bridgewater Moves to ‘Revolutionize’ Ops Functions

Nearly a month into their new human resources, recruiting, and finance partnership, Bridgewater and…

Board IQ: Recruiting Takes a Lot of Time, With or Without Help

It is always important to manage expectations regarding search timelines, perhaps especially so…

Mutual Fund Directors Forum: “Mutual Fund Board of the Future” (Panel)

It was rewarding to be a member of the “Mutual Fund Board of the Future” panel at the Mutual Fund…

Insitutional Investor: Who Deserves to Be a CEO?

In every CEO search I’ve recently worked on, the boards all want someone with a broader background:…