Managers of Wealth

Q1 2020 Sustainable Investment Report - Schroders

Our analysts and fund managers share their latest research on climate change, sustainable cities and proxy voting trends for 2020.

Wealth Management – Monthly Market Summary - Rothschild & Co

Positive investor sentiment returned to global markets in April

Gold has ‘growing potential’ to break $1,800 an ounce, says UBS

There’s “growing potential” for the price of gold to break $1,800 per ounce, according to UBS Investment Bank’s Joni Teves.

Problems of personal data on the internet

Digitalisation is shaping everyday life

Financial Advisors Accelerate Shift to Holistic Financial Planning, Receptive to Support from Asset Managers and Technology - Broadridge Survey

Fifty-one percent of surveyed advisors stated that there will be an increased focus on holistic financial planning within their practices moving forward.

Three Insights From The Forrester Wave: Digital Wealth Management Platforms

An enterprise wealth management platform that offers solutions to optimize client experience and increase financial advisor productivity across the entire investor lifecycle.

Study finds small is beautiful in asset managers

Their study has found that boutique active managers outperformed both non-boutique active managers and passive indexing over the past 20 years, delivering the highest excess returns during periods of elevated volatility.

Outlook on the United States - Lazard

Then we examine the high frequency data for early clues as to how severe the decline in economic activity has been so far and assess the near-term outlook.

Airlines digging deep to manage cashflows

It is fair to say that few sectors have been more impacted by the global population lockdown than commercial air travel.

51% of CFOs Are Preparing for Up to 30% Decline in Revenue This Year Due to COVID-19

Latest CFO Survey Shows 70% of CFOs Are Making Changes to Long Term Investment Plans

Investor Personality Study reveals how investors cope differently in a market crisis

Survey of emerging affluent, affluent, and high-net-worth investors unveils top personality traits that impact investment decisions

Global Investment Committee Outlook by Nikko AM

The near-infinite expansion of sovereign bond QE also is an incomparable shock to the system, almost like setting to maximum the electricity used to stimulate the brain of a comatose patient.

5 Counterintuitive Digital Strategies for Established Financial Brands in the 2020s

Under the surface, all but the newest firms struggle with the complexity and costs of hundreds of different software and IT systems which they have to maintain for day-to-day operations.

Gartner Says 81% of CFOs Intend to Exceed Their Contractual Obligations to Hourly Workers During Coronavirus Disruption

1/3 Expect to Extend Full Monetary Compensation During COVID-19 Outbreak

SS&C GlobeOp Forward Redemption Indicator

Forward redemptions as a percentage of SS&C GlobeOp's assets under administration on the SS&C GlobeOp platform have trended significantly lower since reaching a high of 19.27% in November 2008.

Nowhere To Turn: 60% Of Workers ‘Too Intimidated’ To Tell Their Boss About Problems

The research, commissioned by Bambee, also found that while 80% of respondents admit their boss has good communication skills, 64% also added that there is some definite room for improvement.

Geniuses Are Great, But Hard Workers Make For Most Inspirational Role Models

Today, an alarming number of students who set out for a career in science end up giving up on their ambitions.

Coronavirus breakthrough: Australian researchers find ‘cure’

He said one of the medications, given to some of the first people to test positive for COVID-19 in Australia, had already resulted in ‘disappearance of the virus’ and complete recovery from the infection.

Diversity of Asset Managers in Philantrophy

The study assessed the representation of women- and racial or ethnic minority-owned investment firms (“diversely-owned firms”), among investment firms used by the country’s top 50 charitable foundations.

SS&C GlobeOp Forward Redemption Indicator: February notifications 2.83%

The SS&C GlobeOp Forward Redemption Indicator represents the sum of forward redemption notices received from investors in hedge funds administered by SS&C GlobeOp on the SS&C GlobeOp platform, divided by the AuA at the beginning of the month f

Research