A Philanthropist’s Guide to the Future

WE BELIEVE PHILANTHROPY IS CHANGING The points of entry have grown more diverse, the attitudes more humble and inclusive, the tactics more sophisticated.  This belief came from our own experience, based on what we were seeing in the field. But were others experiencing the same thing? What did they see happening? Were there opportunities emerging[…]

Future State of the Investment Profession

The investment management industry is facing significant disruptive forces, internally and externally. Shifting regulatory environments and new macroeconomic conditions in addition to current trends in digitization and commoditization and new tech-centric business models will necessitate changes in the industry. The Future State of the Investment Profession study explores what these changes might look like and[…]