07/02/2015
The paper discusses some key considerations for investment managers in the process of globalizing their operations, with particular focus on the role of IT and operating model.
07/01/2015
U.S. Monthly Product Trends Edition Edition examines volatility management
07/01/2015
Here are the deeper qualitative themes and trends that have been uncovered.
07/01/2015
American Banker Magazine Recognizes Bank of the West as the Most Reputable Bank in California and Among the Top Five Banks in the U.S. in the Leadership, Workplace and Governance Categories
07/01/2015
Edward Jones Ranks Highest in Employee Advisor Satisfaction
06/30/2015
It’s been interesting to watch institutional and family office investors’ reactions to the sharp drop in oil prices this year.
06/30/2015
Here are some interesting stats cited in the report: “A woman is less likely to be running a US mutual fund than working as a doctor 37%, lawyer 33%, or accountant or auditor 63%.
06/29/2015
A look at the billionaire activist investor and hedge-fund manager, including some cautionary tales.
06/29/2015
Western banking giants are losing ground to China, as the world's second-biggest economy vies to establish its economic influence.
06/29/2015
Miles Per Acre Per Year
06/29/2015
85 percent of financial institutions from around the world reported that their boards of directors currently devote more time to oversight of risk than they did two years ago
06/29/2015
“The U.S. has the world’s largest investible asset base, around USD 33 trillion, making it a natural target market.”
06/29/2015
The labour force scenario means fewer qualified advisors will be available to support a growing pool of wealth that is itself transitioning between generations.
06/29/2015
This growth will likely be driven by a period of transformation in the global alternative asset management industry as players calibrate their business and operations and make technology a top investment priority.
06/26/2015
Synovus Bank has been named one of America’s most reputable banks by the American Banker/Reputation Institute Survey of Bank Reputations
06/26/2015
The 2015 U.S. Trust Insights on Wealth and Worth survey has found that many business owners and entrepreneurs share at least five similar attributes.
06/26/2015
Women exclusively manage just 2% of the $12.6 trillion held in US mutual funds.
06/26/2015
These institutional investments are achieved through balanced portfolios of mutual funds
06/26/2015
So you want to set up an offshore hedge fund? Like any great team, you’re only as good as your weakest link.
06/26/2015
It also found that women exclusively managed only about 2 percent of the $12.6 trillion held in those funds.