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Comment, Analysis & Research

09/04/2020

Institutional investor group releases draft guide focused on net zero carbon emissions

Their analyses from the trials will be folded into the guide, which currently features recommended actions, metrics and methodologies for investors to follow.

09/03/2020

Onboarding new asset types: a case for flexible risk model integration

Fast-evolving analytics platforms should make this granular investigation process lighter to perform.

09/02/2020

Layoffs Continue And Furloughs Become Permanent Job Losses

According to Bloomberg, about 200,000 job cuts have been announced recently.

09/01/2020

Are you prepared to quickly respond to bank acquisition opportunities?

An important part of the FDIC bid process, due diligence, is conducted using virtual data rooms to share key data, including loan portfolio tapes and other critical data information.

08/31/2020

Central Bankers – Finally an Admission of Guilt by Gary Dugan

This year's annual meeting of global central bankers at Jackson Hole, Wyoming, like so much this year, has been unprecedented.

08/30/2020

How to Start Distributing Power and Stop Delegating It

Leaders like to talk about autonomy, but few actually know how to put employees in power.

08/28/2020

Sovereign interest in ETFs on the rise as wrapper passes coronavirus test

The survey of sovereign wealth and central bank asset managers across 139 institutions showed close on half now believe ETFs are the most attractive method of equity implementation.

08/28/2020

Pandemic has pushed philanthropic giving to new high

Research reveals that wealthy donors have given more during the COVID-19 crisis than in previous disasters

08/27/2020

Millennials and Gen Xers Shaping the Future of Financial Planning by Establishing New Norms with Financial Professionals

AIG Life & Retirement and MIT AgeLab Study Reveals Clients Desire Wider-Ranging Conversations with Advisors

08/26/2020

Morningstar's Annual “Mind the Gap” Study Finds US Investor Return Gaps Closing In as Fund Industry Grows in Size and Maturity

Morningstar, Inc., a leading provider of independent investment research, has published its annual study of US investor returns, “Mind the Gap,” which measures how investors' actual results stack up compared with reported total returns.

08/26/2020

The financial therapists helping wealthy people cope with change

For affluent clients, a pandemic, economic volatility and political turmoil have brought on a bit of shock

08/21/2020

Only 2.8% of retirement savers made a withdrawal from their 401(k) so far this year

About 2.2% of savers took a withdrawal during the first half of 2018, according to ICI.

08/20/2020

Early Stage Fintech Hit Hardest From Pandemic

Fintech startups have seen similar ups and downs.

08/19/2020

US dollar second only to gold as good investment right now - RWC Partners

As long as currency-debasing policies abound, then gold, will remain a primary investment for the fund.

08/18/2020

Current Wealth Technology Tools Not Meeting Financial Advisor Expectations, According to Broadridge Study

51% of North American financial advisors often think of leaving current wealth firm in search of better technology 77% report losing business due to inadequate technology

08/18/2020

Bridging the social gap in ESG investing

Founder and CEO of The S Factor Co. speaks out on need for macro perspective on social issues and lack of nuance in labelling

08/18/2020

Technology and data MDs in banking spent the pandemic lining up new jobs

As we reported last week, technology jobs accounted for 17% of all new jobs advertised at leading banks in July 2020 according to data from Burning Glass.

08/17/2020

The Bank of America analyst predicts that three big risks that could slam stocks

The Bank of America has also informed that the progress is lagging behind, suggesting that Congress may have exhausted its resolve.

08/17/2020

US economic hole remains deep despite jobless claims milestone

“The direction is encouraging,” said Michelle Meyer, head of U.S. economics at Bank of America Corp., who highlighted that the labor market may be catching up to other more positive indicators.

08/17/2020

JPMorgan Lifts PT On Farfetch As 2Q Sales Beat

As North America begins to "exert less of a drag on overall consolidated growth, the possibility remains for Farfetch to show ongoing momentum for the balance of 2020.

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