Imogen Rose-Smith • November 02, 2016
A sobering report from McKinsey sees turmoil ahead for investment firms — and opportunity for those able to adapt to the new world order.
Julie Segal • November 01, 2016
The world’s largest asset manager is all-in on data science.
Vitaliy Katsenelson • October 28, 2016
Cable network Discovery is undervalued because of fears over Millennial viewing habits. It shouldn’t be.
Frances Denmark • October 28, 2016
British charities and endowments are increasing their allocations to private equity. Is that a good thing?
Allen T. Cheng • October 25, 2016
China’s 20 largest asset managers together topped $1 trillion in assets in 2016.
Julie Segal • October 21, 2016
The traditional asset manager gets instant SRI cred; the much-smaller Calvert gets a big distribution network.
Julie Segal • October 20, 2016
Several prime money market funds have started trading above or below $1.00 NAV, just days after new rules were enacted. Investors are grappling with how to adjust to the new landscape.
Jean Rogers • October 20, 2016
Asset managers are going to need access to good sustainability data to meet the needs of Millennial and women investors over the coming decades.
Julie Segal • October 17, 2016
‘Clients don’t think asset management belongs at a large bank,’ says small-cap value leader Samir Sikka as he forms an independent management firm.
Imogen Rose-Smith • October 13, 2016
The former No. 2 man at John Burbank’s firm plans to roll out Pelorus Jack Capital early next year.
Julie Segal • October 12, 2016
The New York money manager wants a suit filed by a former employee over funds offered by the firm’s retirement plan to be dismissed.
Carolyn Koo • October 11, 2016
Progressing from associate to junior to senior analyst is an obstacle course. Here are some lessons from some of this year’s finest young talent.
Robert Teitelman • October 06, 2016
On the 45th anniversary of our ranking of Wall Street’s top equity analysts, it’s worth noting why the buy side still buys sell-side research.
Julie Segal • October 05, 2016
The bank’s fake-accounts scandal highlights the complicated relationships between bank-owned asset managers and their parents.
Robert Teitelman • October 05, 2016
The Cornerstone Macro portfolio strategist and quant joins the ranks of the research elite after ten of 11 years as a first teamer.
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