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Latest Industry Insights


EBook: Transformative Technology: Exploring Innovation and Disruption in Financial Services

Feb 25, 2021

We partnered with Forbes Insights, for a global survey of asset managers and asset owners to understand how firms are positioning themselves for digital transformation.

The Seismic Shift in Female Clients’ Expectations Since COVID

May 12, 2021

The impact of the COVID-19 pandemic on women has been serious, wide-ranging, and regressive. Already studies have shown that women across the world have been disproportionately...

SEC Addresses Fund Leverage Risk with Rule 18f-4

May 11, 2021

The 2008 financial crisis cast a long regulatory shadow. New Rule 18f-4 addressing funds’ use of derivatives has an August 19, 2022, compliance date, which is nearly 11 years to the...