Sustainability is increasingly material to investment return, and there are five prominent trends—including climate change and technological revolution—that are likely to have relevant implications for investment portfolios over the long term. Ultimately, investors that evolve more quickly to incorporate these risks and opportunities into their investment decision-making frameworks are likely to be better prepared for the future than their
Due to the diversity and size of our private client base, we have experience advising on a broad range of investment issues that are unique to these investors. While we carefully customize our advice to reflect the needs and objectives of each private client, we have worked with family members, managers, legal counsel, and tax advisors on investment planning issues such as: - Refining a “tax aware” investment planning approach. - Analyzing pre-tax and after-tax returns for various asset classes as well as the benefits and risks of various investment strategies with respect to taxes. - Creating and improving diversified portfolios aimed at generating increased returns and lower volatility. - Developing strategies for large, single security and asset block holdings. - Implementing investment objectives, policies, and asset allocations for complex trust structures. - Establishing distribution policies and strategies that can support the needs of more than one generation. - Selecting and evaluating investment managers for virtually all traditional and alternative asset classes, including inflation hedging assets.