Comment, Analysis & Research
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Momentum momentum by Gary Dugan
10/23/2017People are still unhappy with the political elite and are thrashing around for an alternative.
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ADP Squares Up For Fight With Activist Investor Bill Ackman
10/22/2017Shareholders Vote In November On Whether Pershing Square Will Get Three Board Seats
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SS&C GlobeOp Forward Redemption Indicator: October notifications 2.69%
10/20/2017The SS&C GlobeOp Forward Redemption Indicator represents the sum of forward redemption notices received from investors in hedge funds
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Wealthy Families Are Winning Deals Away From Private Equity
10/20/2017Once regarded as novices, family offices are looking beyond stocks and bonds to pursue direct investments in companies and real estate.
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The Best Hedge Fund Managers Are Not Psychopaths Or Narcissists, According To New Study
10/19/2017Managers With Psychopathic Traits Made Less Profitable Investments Than Peers
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How to Keep Clients Focused on the Long Term
10/19/2017As an advisor, one of your biggest value-adds is keeping clients focused on their long-term investment goals and helping them avoid these traps.
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Transparency in alternative assets requires ‘collaborative partnership’ between investors and asset managers, says Northern Trust
10/19/2017The paper, Alts Transparency: Finding the Right Balance, is a follow-up to an industry-wide survey conducted earlier this year by The Economist Intelligence Unit for Northern Trust
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George Soros foundations now control $18 billion
10/18/2017The foundations already controlled billions of dollars.
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Trump wealth slides $600m on NY property market, ‘new information’
10/18/2017The magazine now had two people covering the president full time.
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Sorry, investigative journalists—rich Canadians apparently aren’t massively stashing wealth offshore
10/18/2017William Watson: A new academic study suggests there may be less Canadian-owned foreign money than typically meets the investigative eye
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Women Get an Earlier Start Than Men in Financial Planning
10/18/2017A new report, The Cerulli Edge―U.S. Monthly Product Trends Edition, showed that by gender 31.3 percent of women are financial planners, compared to 21.6 percent of men.
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CIBC Mellon named "Category Outperformer" and "Market Outperformer: Canada
10/17/2017The survey, which identifies high-performing financial services companies as rated by global institutional investors, saw CIBC Mellon achieve its highest scores for settlement and relationship management.
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McKinsey highlights importance of LEIs - RESEARCH
10/17/2017This resulting easier counterparty identification will open the door to further automation and digitalization of financial and commercial transactions across the globe.
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Is Sallie Krawcheck’s Women-Centric Investment Firm, Ellevest, Another Example Of The “Pink Tax”?
10/16/2017Women who sign up for Krawcheck’s investment service, rather than Betterment or Wealthfront, will pay a premium–but it may well be worth it.
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What you should know before starting a private foundation
10/16/2017The word “foundation” is commonly incorporated into the names of several types of nonprofits.
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Meet the new class traitors who are coming out as rich
10/16/2017For many, talking about money, especially their own, is a social taboo. But now wealthy progressives are opening up about a system that is skewed in their favor
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Most Large Global Banks Planning Major Investments in Open Banking
10/16/2017Half believe competitive pressure will force them to give data-access to third-parties as a service to customers
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Successful Entrepreneurs Rely On Wealth Managers
10/16/2017When it comes to wealth management the biggest decision is not about the efficacy of a particular product or strategy.
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How The Giving Habits Of The Super Rich Are Changing
10/16/2017Wealthy people who are getting engaged in philanthropy also want to be knowledgeable about the issues that they care about.
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SS&C GlobeOp Hedge Fund Performance Index for September 2017 measured 0.67%.
10/13/2017The SS&C GlobeOp Hedge Fund Performance Index is an asset-weighted, independent monthly window on hedge fund performance.