The New Billionaires Shaking Up Portfolios

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II Essential
 
 
 
New Billionaires Are Inheriting More Wealth Than Creating It — And Shaking Up Portfolios
Over the coming decades, about a thousand billionaires will pass on an estimated $5.2 trillion and the inheritors have their own plans for those assets.
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CORNER OFFICE
Allocators Had (Limited) Power Over Fees
"It's kind of like a broken record. Fee pressure is continuing on active managers."

RESEARCH
After a 'Rollercoaster' Year, These Are the Top Global Fixed-Income Research Providers
While the markets were full of surprises, respondents to II's annual survey stuck with a trusted group of firms.
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