Financial Services -
Articles &
Presentations:
Articles
2007: "DB pension plans expect to
significantly shift equity mix in next two
years"
->Articles based on
Appetite for
Foreign Investment Study
Link to
first Article
Link to
second Article
Link to
third Article
2006: "Predicting
the future of your benefits plan"
"L'avenir
prévisible des régimes d'avantages sociaux"
->Manulife articles based on the
Future of
Healthcare Study
Link to
Article (English)
Link to
Article (French)
March 2004: Investor Education Fund
- 'Retirement Lifestyles'
->The Brondesbury Group's independent work on retirement lifestyles
and their cost is quoted in the Investor Education Fund's 'News in Perspective'.
This is part of the IEF's focus on "Living your retirement".
Link to Article.
2003: Investor Education Fund - "Research Findings on what Investors want
from the Securities Industry"
->"Breaking Down Barriers" quoted on Ontario Securities Commission
website.
Link
to Article.
November 2003: "You Probably Won't Read This"
->Our recent study on financial literacy highlights the difficulties
that financial institutions face when trying to turn their clients into
knowledgeable investors. Two recent column discusses some of our findings
and what they mean for consumers.
Link to Article.
May 2003: LLQP Examination Report
->A detailed review of the Life Licensure Qualifying Program examination,
including content review by subject matter experts and a statistical review
of test performance.
Link to Report.July 2002: International Finance & Treasury
->Ed Weinstein "Asian Bank Relationships: An extensive survey
provides insight into what top corporates and their banks are thinking
and doing in the region."
Link
to Article.
August 2000: Asian Banking Journal
-> Ed Weinstein "Can Local Banks Compete in a Global Market?"
Link
to Article.
December 2000: "The Seven Bank Strategies"
Ed Weinstein cited in Corporate Banking in the New Economy by Sheree DeCovny.
London, UK: Informa Publishing.
Link
to Quote.
Other Articles:
http://www.traveltrade.com/headline_news_pf.jsp?articleID=3293
Presentations
May 22, 2002: EuroFinance Conference
Cash and Treasury Management in the Asia Pacific Region, Singapore. Ed
Weinstein "Developing Trends in Asian Banking Relationships: What
top Corporates and their Banks are Thinking & Doing"
Link
to Presentation.
October 26, 2001: BAFT 11th Annual Conference
Conference on International Trade and Finance, Chicago. Ed Weinstein "Why
are you getting the business you are getting . . . and not more?"
Link
to Presentation.
Note: Financial Services Presentations are rarely public |
