Adapt or Die? Investment Biz Braces for Tech Effect

Most investment industry workers expect their job functions to change over the next five to 10 years as a result of technological disruption–with nearly half expecting that change to span from significantly different to job eliminating–according to the findings of a new report released by CFA Institute, titled the Investment Professional of the Future. The report explores how investment industry …

Royal Palm’s Kodsi: Miami is Key City for RE Investors

If there is one thing that Daniel Kodsi, CEO of Royal Palm Companies, a diversified real estate development company, knows, it’s Miami real estate. That’s because he has spent the last 30 years in Florida, raising money for real estate funds and developing real estate projects. Kodsi is bullish on the Miami region in particular and …

J.P. Morgan Shakes up AM Investment Committee

Paul Quinsee, global head of equities, and Bob Michele, global head of fixed income, currency and commodities (GFICC) at J.P. Morgan Asset Management, will expand their current roles to include co-head responsibilities of the Asset Management Investment Committee (AMIC), which reviews new and existing global product offerings at the firm, according to Mary Callahan Erdoes, …

U.S. SIF Releases ESG Guide in Effort to Reduce Greenwashing and Increase Institutional Implementation

U.S. SIF: The Forum for Sustainable and Responsible Investment has released the third installment of its three-part report on sustainable investing titled: Moving Forward with Sustainable Investing: A Roadmap for Asset Owners. The report outlines the basics of sustainable investing and provides guidelines to help highlight best practices that investors can be proactive about implementing …

Cost, Capacity Driving Growth in Multifamily Offices

The past decade has seen a large increase in multifamily investment offices in the wealth management market. Keel Point Chief Economic Advisor Steven Skancke spoke recently with Institutional Allocator about this trend and one of its newer manifestations: the boundary extension by wealth management firms to incorporate multifamily offices into their wealth management services. The …