Search posts by category

Mar 27, 2020

AWD® enables new client’s ‘work-from-home’ transition in response to COVID-19 pandemic

As the COVID-19 pandemic continues to take its toll across the globe, more and more companies are mandating that their employees work from home to ensure their safety and help flatten the curve.

Mar 25, 2020

How digital communication pays for itself

As millennials reach higher levels of influence in the workplace, their digital preferences become the standard.  This age group has grown up alongside the emergence of digital technologies, and they tend to have a digital-first mindset.

Mar 13, 2020

Unlocking the full potential of your data

One of the most prominent challenges when it comes to data access is the increasing expectation of stakeholders. The more data available, the more complex the requirements tend to become; it’s a self-perpetuating problem that will only get bigger if you are not employing the right technology.

Mar 11, 2020

Effective change management: It's about people

Change Management is a structured approach to shifting individuals, teams and organizations from a current state to a desired future state aimed at helping employees accept and embrace changes in their current environment.

Mar 9, 2020

ESG performance analysis: supporting sustainable investing

According to a recent study, 80% of the world’s 500 largest asset managers report greater client interest in sustainable investing. These firms also saw environmental, social and governance (ESG) investment mandates increase by more than 20% in 2018.

Mar 5, 2020

Extraction & automation: the next critical step in your digital transformation

In my last blog, I talked about front-end digitization and why it’s the easiest and most obvious step in your digital transformation journey. After all, what’s not to like about speedy cost reduction over a short period of time? Unfortunately, that’s where most transformation journeys end.

Mar 3, 2020

ActiveShares®: Fireside Q&A with Precidian Investments

As one of the first firms to the receive SEC approval, Precidian Investments ActiveShares® is on track to be the first to market with licensee American Century Investments (ACI).  Recently, we engaged two of the founding principals, Stuart Thomas and Mark Criscitello, to discuss the challenges and opportunities around their new ETF wrappers.

Feb 24, 2020

The ETF “ANTs” go marching one by one: active non- and semi-transparent models

“If you’re a mutual fund warehouse, you’re trying to figure out how to grow your business without giving away your secret sauce.” ~Nichole M. Kramer*, Wall Street Journal, February 8, 2019

RSS

Theme picker