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Relationship Alpha: The Emerging Competitive Advantage in Wealth Management (CFA Institute Research Foundation, 2019)

Relationship alpha is a reinvention of the client experience. By balancing the power of EQ with IQ, advisors can use relationship alpha to enhance every aspect of their client relationships—for…

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CFA Institute Research Foundation

09 Apr 2019

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Automation For The People: Fintech In The Real World (Franklin Templeton, May 2019)

In this article, we explore the new consumer mindset and needs initiated by millennials and how certain technology trends are driving new offerings. We explore the areas we see for the biggest…

ESG Considerations in the Insurance Space (FactSet blog, May 2019)

Whether they are intentional or accidental, if ESG factors are ignored they can have an outsized impact on insurance company general accounts.

TOP RECENT POSTS

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ESG Integration in EMEA: Markets, Practices, and Data (CFA Institute, Mar 2019)

Asset Managers & Wholesale Banks: Searching for Growth in Disruption (Oliver Wyman/Morgan Stanley)

Trends in the Expenses and Fees of Funds (ICI, 2018)

How Will Retirement Saving Change by 2050? (Brookings Institution, 2019)

Forecasting Investment Returns and Expected Return Assumptions for Pension Actuaries (2019)

Tax-Managed Factor Strategies (Financial Analysts Journal, 2019)

How Asset Managers Can Win in a Winner-Takes-All World (Boston Consulting Group, 2019)

Research Foundation Review 2018 (CFA Institute Research Foundation)

Investment Governance for Fiduciaries (CFA Institute Research Foundation, 2019)

Are Asia's Pension Funds Ready for Climate Change? (Manulife AM, 2019)

OECD-FAO Agricultural Outlook 2018-2027

Emerging markets: the silver lining amid a challenging outlook for insurers (Swiss Re Institute, Jan 2019)

TOP NEWS AND BLOGS

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The ECB Song Contest? (Stefan Gerlach, May 2019)

Nestle in talks over $10 billion sale of skin health unit to EQT, ADIA (Reuters, May 2019)

Investment Marketing Research - top white papers (Savvy Investor blog)

University of Michigan endowment discloses $394 million in commitments

A Confrontation from Hell (Amin Saikal, May 2019)

Asia oil buyers, shippers go on alert after Saudi ship, facility attacks

Kames appoints two to high yield team

BMO sees more companies embracing ESG issues

Endowment CEO tops Harvard compensation at $9.3 million in 2017

JPMAM sees control over joint venture a key to China