Asset Owners Must Reconsider Business Models to Succeed in the Future: Consultant’s Report

Asset owners looking to succeed in a world of substantial changes in technology, demography, globalization, environment and social norms will need to significantly reposition their business, operating and investment models, according to new research from global advisory broking and solutions company, Willis Towers Watson. In a just-released paper, titled The Asset Owner of Tomorrow, the …

Sexual Harassment is Institutions’ Top Emerging Due Diligence Target: IA Survey

Institutional investors surveyed by IA recently on the importance they attach to four ascendant asset-manager engagement due-diligence criteria indicated that they place the most importance on managers’ records on sexual harassment, followed in descending order of importance by their records on environmental, social and governance (ESG), cybersecurity and diversity. In response to a brief thought …

Epoch’s New COO Values Left and Right Brain in Seeking Alpha

Philipp Hensler, who last week joined New York City–based equity manager Epoch Investment Partners, as president and chief operating officer, has alpha on his mind—on the left and right side of his brain, to be clinical. Hensler was previously president and CEO of Vontobel Asset Management. Delivering a presentation based on doctoral research he conducted …

Different Strokes for Different DB Plans: Corps, Publics Go Separate Ways

The world’s defined-benefit (DB) pension funds are moving  toward two very different futures, according to a recent report from BlackRock, based on a survey conducted for it by the Economist Intelligence Unit, titled Common Challenges, Diverging Paths: winding down and building up in global defined benefit pension. The report, which secures responses from 300 funds …