Episode Summary

Bruce and Jeff speak to Tom Roseen, head of research services at Refinitiv Lipper Research, about the recently announced Lipper Awards. They clarify how the awards work and discuss some of the winners, including T. Rowe Price. They also address how the shift in the fund industry from actively managed funds to index and passively managed funds has impacted Lipper. Bruce and Jeff also talk about the upcoming release of InvestmentNews' New Normal story, which explores how work culture has been transformed for the long haul and what the financial industry must do to retain talent.

Episode Notes

Bruce and Jeff speak to Tom Roseen, head of research services at Refinitiv Lipper Research, about the recently announced Lipper Awards. They clarify how the awards work and discuss some of the winners, including T. Rowe Price. They also address how the shift in the fund industry from actively managed funds to index and passively managed funds has impacted Lipper.

Bruce and Jeff also talk about the upcoming release of InvestmentNews' New Normal story, which explores how work culture has been transformed for the long haul and what the financial industry must do to retain talent. 

Related Article: T. Rowe Price, Calamos Advisors bring home overall fund company Lipper Awards

Guest Bio:  

Tom Roseen is the head of Refinitiv Lipper Research, joining from Janus in 1996. He is the editor and an author of Refinitiv Lipper's U.S. Research Studies, FundFlows Insight Reports and FundIndustry Insight Reports.