Asset Management Market Outlook & Trends
Thriving In The New Abnormal: North America Asset Management (PDF)
Morgan Stanley / Oliver Wyman – Wholesale Banks and Asset Managers – The World Turned Upside Down
Active Investing
Alternatives
Morgan Stanley An Outcomes-Oriented Approach to Alternatives (PDF) (February 2014)
Lisa Shalett
Passive Investing
Pwc: ETFs Roadmap for Growth (PDF)
AI-CIO TOBAM – The False Equivalence Of Passive & Neutral (April 2015) (PDF)
Passive Management – The Perfect Oxymoron? (PDF)
Distribution
Emerging Markets
Eaton Vance EM Debt: Emerging Markets Debt Opportunities Strategy (PDF)
Institutional Investor / OFI Fixed Income
William Blair EM Outlook: 2017 Emerging Markets Outlook (PDF)
Factor Allocation
Lean Management / Tech & Ops
The Fintech 2.0 Paper: Rebooting Financial Services (PDF)
George Wilbanks: Technology/Operations Executives Must Adapt to Changing Times (PDF)
Money Management Executive: When Growth is Slow, Efficiency Means Profit (PDF) (November 2012)
Tom Steinert-Threlkeld reports on the lean management & operations efficiency panel organized by Wilbanks Partners for NICSA’s 2012 General Membership Meeting.
NICSA: Words of Wisdom from the Masters of Lean (PDF) (October 2012)
Wikipedia: Lean Management (PDF)
McKinsey & Company: Lean Management — New Frontiers for Financial Institutions (PDF) (2011)
Retirement
Industry Perspectives: Robert DeChellis, Allianz Life Insurance Company of North America. (June 2, 2014) (VIDEO)
DeChelli discusses the growth in fixed indexed annuity sales with IRI President & CEO Cathy Weatherford.
Defined Contribution Institutional Investment Association (DCIIA)
Insured Retirement Institute (IRI)
IRI Report Summary: Boomers May Be Two Separate Generations
Retirement Income Industry Association (RIIA)
Retirement Management Professional (RMA) Job Description (PDF)
RMA Curriculum Preface & Summary (PDF)
RMA Fourth Edition Curriculum is available here.
Behavioral Finance