Steven Buckley

For insight on the mid-cap space, check out this video featuring Boston Partners' Tim Collard, portfolio manager of John Hancock Disciplined Value Mid Cap Fund: https://lnkd.in/eK7u6DMW Learn more about John Hancock Disciplined Value Mid Cap Fund (JVMIX): https://lnkd.in/eVN7UdjB #JohnHancockProduct #ActiveManagement

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When fundamental value creation becomes the largest driver of performance, investors may want to go where it’s always mattered most. Learn why we believe the U.S. middle market will continue to provide an attractive opportunity set versus large and mega cap managers in this new article. https://bit.ly/4cvujHe #PrivateEquity #MiddleMarket

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Andrew Guillette, Broadridge's VP of Global Insights, recently discussed findings from our latest U.S. Investor Study on "MoneyLife with Chuck Jaffe." The study of 43 million investors highlighted a growing interest in self-directed investing across all age groups, identifying a trend of investors seeking greater control by maintaining both advisory and self-directed accounts. Download pages from the U.S. Investor Study 2024 here. http://spklr.io/6046vrwY #InvestmentTrends #SelfDirectedInvesting

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Interesting article from Douglas Appell in Pensions & Investments about the post-ZIRP, “higher for longer” interest rate environment that boils down to advocating for the pursuit of satisfactory investment outcomes that are relevant to asset owners’ actual spending needs and goals, rather than continuing the historically common practice – and expected future folly – of tethering one’s equity beta to that of an equity benchmark whose performance from today’s elevated levels is widely expected to be sluggish and insufficient to fund minimum liabilities (ie: payout rates, actuarial hurdles, spending goals, etc.).   Quoting the inimitable Ben Phillips, “In that world, the relevant benchmark becomes the client’s required cash flows.”   Fresh perspectives and new ideas are warranted. Satisfactory outcomes not benchmarks.

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In times of political uncertainty and shifting SEC regulations, asset managers face unprecedented challenges. During the FT Live’s Future of Asset Management North America conference, Mike Tae, my colleague and Co-President of Investor Communications Solutions, shared valuable insights on navigating these complexities. I'm delighted to highlight Mike’s perspective on staying ahead in this regulatory landscape. See how Broadridge is helping asset managers tackle these challenges and stay informed on the latest regulatory news impacting the industry: http://spklr.io/6041vorT #FTFOAM #RegulatoryInsights #FinancialServices

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Watch Group CIO Dan Ivascyn and Global Economic Advisor Rich Clarida discuss how PIMCO applies its deep understanding of global economic and market dynamics to create portfolios designed to uncover opportunities and manage risks for investors. Read our latest outlook → https://bit.ly/3Y6mUL1 #fixedincome #activemanagement

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Read PIMCO’s Sustainable Investing Report for our latest thinking on market drivers and trends such as climate risk, biodiversity and carbon analytics: https://bit.ly/3VheheE

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My colleague, Roger Burkhardt, recently spoke with RTInsights about how Broadridge has implemented and used GenAI to increase employee productivity and better serve our clients – from automating meeting transcriptions to email processes. Roger shares the value derived from GenAI applications and how the tool's widespread adoption has been used to benefit different user groups and workflows with human-centric adaptions. Read more of his thoughts about GenAI. http://spklr.io/6041auVL #GenAI #DigitalTransformation #AI #Data

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It‘s exciting to see Broadridge's President, Chris Perry, leading an engaging discussion at the Tiburon CEO Summit, exploring the future of WealthTech M&A, alongside industry leaders. They shared insights into:  · Emerging trends influencing M&A  · The role of AI in wealth tech  · Consolidation · Actionable strategies to raise capital, or prepare for acquisition Thank you to Tiburon for hosting this discussion!  #WealthTech #MergersAndAcquisitions #CEOInsights #WealthManagement 

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Wellington Management is thrilled to have been named “LDI Manager of the Year” (mega category) by @CIO Magazine as part of their 2024 Industry Innovation Awards program. Director of Corporate Pension Strategies Ryan Randolph was honored to accept on behalf of our LDI team at the Awards ceremony in NYC. Learn more about this accomplishment and the Awards program here: https://lnkd.in/eRfRpwhT Wellington Management did not pay a fee to be considered for this award. Winners were selected by CIO Magazine after reviewing written submissions. The award winners were announced on December 10, 2024, a two-part submission was made on September 19, 2024 and was judged based on written responses about Wellington’s liability-driven investing business. Wellington Management was the only winner in the LDI (mega) category, which was judged based on CIO Magazine’s criteria. The award may not be representative of any one client’s experience. The award is not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results. #LDI #CorporateDB #pensions

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