Editor's Note
I have been thinking about legacy a lot recently. Milestones, accolades and, unfortunately, deaths can spur those types of thoughts.
I posted the other day on LinkedIn about my daughter’s fifth grade project. Every year, the fifth graders at her elementary school choose a topic for their “Exhibition” project where they research an issue, gather facts and data and put together a presentation that includes an action item.
Everyone reading this note is aware of the headwinds facing DEI in the U.S. overall and in our industry specifically.
Two areas I have been drawn to since my early childhood are journalism and history. They are two areas that are also incredibly intertwined.
Our issue last January had the headline “The Lost Decade.” The idea for the theme came out of the lack of growth among long-only emerging manager programs within the public defined benefit plan space in the 10 years we had been tracking the data.
January is for resolutions, December is for reflecting. This time of year, I like to look back on what went right, what went wrong, what challenges we conquered and what obstacles we were not able to overcome.
I always wonder what the value of a keynote speaker is at an industry conference. I have not heard one person ever say the keynote speaker is why they signed up for a conference. In fact, most of the time the keynote speaker is not even announced until registration is closed or near closing.
When that mid-afternoon fatigue sets in, sometimes you just need a jolt of energy. Much like a cup of coffee or an energy drink can do the trick when 2:30 p.m. rolls around, the uptick in industry events as the third quarter rolls on through can be a boost the system needs after nine months of hard work.
For years, we have been asked when we were going to hold an event. We believe we’ve figured it out.
While the institutional market is the primary goal for many investment firms as they mature, more managers are expanding their distribution channels to adapt to a shifting landscape that is seeing increased interest among wealth advisors.
This month, we have our annual look at the pipeline for diversity in the asset management space.