Trends in Asset Management

The Department of Labor’s Fiduciary Rule Causing Anxiety

Trends in Asset Management, Trends in Human Resources, U.S. Economy /

In April 2016, the Department of Labor (DoL) released its much-anticipated regulation regarding the Conflict of Interest Rule for retirement investment accounts. Under the new rule, advisors will be held to a fiduciary standard—acting solely in the client’s best interest. This change will affect advisors’ compensation, and has caused controversy in the industry since the […]

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The Changing Landscape of Cash Management

Managing Risk, Trends in Asset Management, U.S. Economy /

After the 2008 financial meltdown proceeded from a credit to a liquidity crisis, the 27 countries that comprise the Basel Committee on Banking Supervision sought a solution to mitigate catastrophic losses should such an event happen in the future. The new measures, which build upon the Basil I and II agreements passed in 1992 and

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Can Fintech Turn the Financial World Upside Down?

Trends in Asset Management, U.S. Economy /

Financial technology, or fintech, as it is more popularly known, is one of the hottest areas for investment in Silicon Valley, attracting $12 billion in capital in 2014, up from $4 billion in 2013. Financial services, with its strict regulation, has always been thought of as an untouchable behemoth when it comes to transformation. Fintech

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Paving the Way for More Female Portfolio Managers

Career Advice, Corporate Culture, Gender Balance, Trends in Asset Management, Women in Financial Services, Women in Leadership /

It is clear that there are far fewer female than male portfolio managers. Morningstar recently analyzed US mutual fund companies and found that about 10% of managers are women. Yet, a WSJ article highlights some interesting statistics. There are more female chartered financial analysts (CFAs) than mutual fund managers. Additionally, women increasingly have more control

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Women on Boards: Quotas Don’t Work

Better Balance, Gender Balance, Trends in Asset Management, Trends in Human Resources, Women in Financial Services, Women in Leadership /

New research indicates that putting gender-based quotas in place do not result in more female representation on corporate boards. A study by BNY Mellon, and presented at Mellon’s London conference, Womenomics, indicates a far more nuanced methodology to getting – and keeping – women on boards.

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Women Outperform Men in Hedge Funds

Career Advice, Corporate Culture, Trends in Asset Management, Women in Financial Services /

Hedge funds require substantial start-up capital, the willingness to take huge risks and also to fail – hard. This subset of the financial industry is not for the faint of heart, but the financial rewards for those winning the game are huge. Not surprisingly, women are vastly underrepresented in the hedge fund world, as is

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