April 5, 2011 This Morningstar Advisor article (written with Bob Pozen) discusses how Europe has pulled ahead in the competition for leadership in the global fund industry, pushing the United States into second place. Read the complete article (requires registration) . . .
September 28, 2010 The effects linger on This opinion piece in Luxembourger Wort provides an overview of the U.S. industry in advance of the ALFI Global Distribution Conference.
September-October 2010 An enormous indirect impact. This article in Luxembourg periodical PaperJam, part of a supplement published for the ALFI Global Distribution Conference, reviews the outlook for the U.S. fund industry.
September 22, 2009 There is light on the horizon This opinion piece in Luxembourger Wort provides an overview of the U.S. industry in advance of the ALFI Global Distribution Conference.
September-October 2009 The outlook remains positive. This article in Luxembourg periodical PaperJam, part of a supplement published for the ALFI Global Distribution Conference, reviews the outlook for the U.S. fund industry.
May 28, 2009 Future Trends in the Mutual Fund Industry This presentation at the E&Y client conference in Boston reviewed industry trends.
September – October 2008 The Virtues of Change This article in Luxembourg publication PaperJam, published in conjunction with the ALFI Global Distribution Conference, discusses changes in the mutual fund world as a result of the financial crisis.
October 2001 This Plan Sponsor article discusses gender differences in investing. Read the complete article . . .