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Category: Institutional Asset Management

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“Work, Retire, Repeat: The Uncertainty of Retirement in the New Economy” by Teresa Ghilarducci

Working Longer Is Not the Answer to Retirement Security (part two)

In Financial Services, Institutional Asset Management, RetirementTags DC Plans, Social SecurityPublish DateMarch 5, 2024

Part one of our interview with Professor of Economics Teresa Ghilarducci, on the topic of her new book “Work, Retire, Repeat: The Uncertainty of Retirement in the New Economy,” is here. Q.   Teresa, I’d like to ask a few questions about making defined contribution plans fit for purpose. A.   One of my most downloaded papers for about 15 years was a paper that asked if 401(k) plans could be more like DB plans and solve our retirement crisis. I was earnestly, in my 30s, …

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jim
Working Longer Is Not the Answer to Retirement Security (part one)

Working Longer Is Not the Answer to Retirement Security (part one)

In Institutional Asset Management, Insurance, RetirementTags DC Plans, Social SecurityPublish DateFebruary 29, 2024

More than one quarter of older American workers earning higher wages — above $137,700 — have nothing but Social Security to rely on in retirement. And nearly half of all families have no retirement savings at …

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jim
Aligning Investments and Values with Physis Investment

Aligning Investments and Values with Physis Investment

In Institutional Asset Management, Sustainable FinanceTags Boston, ESG, FinTech SandboxPublish DateOctober 12, 2021

October 12, 2021 It’s been a long time in coming, but many of the world’s largest asset managers, forward-thinking family offices, and individual investors are developing and implementing sustainable investment strategies that seek to couple competitive …

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jim

On Branding for Venture Capital & Private Equity Firms

In Institutional Asset Management, MarketingTags Authentic Identity, brandingPublish DateApril 27, 2015

Leaders of private equity and venture capital firms increasingly see a need for marketing. A large majority say, when surveyed, that having a strong brand is important for their firm. This is particularly true in today’s …

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jim

Everything You Always Wanted to Know About the 3D FinTech Challenge

In FinTech, Institutional Asset ManagementTags accelerators, Dassault, LondonPublish DateAugust 19, 2014

Every week seems to bring the announcement of another accelerator for financial technology startups. But I was particularly interested to read that French software company Dassault Systemes will sponsor a FinTech accelerator in London later this year. …

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jim

Q&A with coFounder of Amerigo Capital Analytics

In Institutional Asset Management, StartupsTags accelerators, France, startupsPublish DateJuly 21, 2014

Named for the famed Italian explorer who also lent his name to two continents, Amerigo Capital Analytics is a French start-up developing analytic tools and models to help institutional investors understand and evaluate US mortgage real-estate …

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jim

Interview with Sarah Biller of Capital Market Exchange

In FinTech, Institutional Asset Management, StartupsTags bondos, Boston, CMX, entrepreneurs, MassChallenge, startupsPublish DateFebruary 19, 2014

Capital Market Exchange (CMX) was founded in 2010, in the wake of the financial crisis. CMX provides fixed income credit analysts, portfolio managers, and bond traders with predictive analytics and sentiment analysis – that is, a …

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“Whenever the old gives way to the new, everybody with vested interests in the old starts crying that the world will stop. There aren’t many people with vested interests in the new.”
— WALTER WRISTON

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— GEORGE BERNARD SHAW

“All you need in this life is ignorance and confidence, and then success is sure.”
— MARK TWAIN

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