September-October 2012 What’s ahead for the US fund industry. This article in Luxembourg periodical PaperJam, part of a supplement published for the ALFI Global Distribution Conference, reviews 4 issues in the U.S. fund industry to watch over the coming year.
August 19, 2012 This Financial Times article (written with Bob Pozen) discusses the issues to selecting the “correct” discount rate for pension funds. (This opinion piece was also published by the Brookings Institution on August 20.) Read the complete article (requires registration) . […]
July 16, 2012 This Money Management Executive article (based on a NICSA News blog post) discusses models for managing social media liability risk. Read the complete article (requires subscription) . . .
July 11, 2012 This Washington Post article (written with Bob Pozen) reviews the opportunities in China for mutual fund managers. Read the complete article . . .
June 17, 2012 This Financial Times article (written with Bob Pozen) discusses the outlook for the fund industry in China. Read the complete article (requires registration) . . .
April 22, 2012 This Financial Times article (written with Bob Pozen) discusses how the JOBS Act affects hedge funds. Read the complete article (requires registration) . . .
April 4, 2012 This Washington Post article (written with Bob Pozen) discusses how state and local government budget shortfalls affect municipal bond investors. Read the complete article . . .
March 8, 2012 This Ignites opinion piece takes a look at the challenges of using social media in the highly-regulated fund industry. Read the article (requires subscription) . . .