Asset Management Market Outlook & Trends
Morgan Stanley An Outcomes-Oriented Approach to Alternatives (PDF) (February 2014)
AI-CIO TOBAM – The False Equivalence Of Passive & Neutral (April 2015) (PDF)
Lean Management / Tech & Ops
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.
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.