Investors are adding a gender lens strategy to their overall investment approach for several reasons. They may view it as a way to leverage market systems to support progress towards gender equality. They may regard the addition of gender related variables to their investment process as a way to identify potential areas of opportunity while seeking investment alpha, sustainable growth and lower risk.
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You’ve built a valuable and successful business through hard work, long hours and countless decisions. You want to plan for transitioning the company, and the wealth you’ve created to future generations, but you aren’t ready to cede control. As the company grows in value, the issue becomes acute. What do you do? You’re not alone.
Since the early 1900s, wealthy families have borrowed from corporate America to draft mission statements or similar declarations to define their shared values and legacy.
Collecting art can be a gratifying experience that can take you into an exclusive world of auction houses, galleries and artists’ studios. There’s a lot to learn in the early days of collecting, and most collectors start small. But if you want to elevate your art buying to collecting, it’s necessary to make a mental shift, including seeing how art should fit into your investment portfolio. Being guided by your heart (and your eye) is important, but making the best financial decisions requires you to also think with your head.
Investors are looking at art for more than their aesthetic qualities. It can also serve as an important portfolio diversifier beyond traditional asset classes like stocks, bonds, and cash.
Because disasters—hurricanes, earthquakes, wild fires, epidemics, large-scale acts of terrorism—touch every facet of life, and all corners of the world, all donors have opportunities to respond to extraordinary events with compassion in a way that aligns with their values and giving priorities. And there is a particularly important role for private philanthropy in responding to disasters, as private funding is more flexible and can often reach on-the-ground responders more rapidly than governmental funds can.
Financial reports and other real-time operational data are often lagging indicators of performance. These metrics, although perhaps lacking precision, may have been sufficiently effective in the past; however, they are less so now because they lag the current cadence of information dissemination and business volatility today. The challenge for many finance functions is to try to keep pace with all the modern sources of insight and analysis that internal and external stakeholders are receiving.
Many powerful trends are taking place in 2017. While much is still unknown in regard to what actions the new Trump administration and GOP-led congress will take towards the estate tax, planners have many opportunities to provide clients structures for both the short and long term. Additionally, planners will need to continue to factor in the recent development by the Federal Reserve to raise interest rates. Lastly, international families continue to establish trusts in the United States at a record pace, both with and without family members and/or assets in the United States.
For American companies who do business in Europe or who process the personal data of EU residents, the world of data privacy and security is about to get much more complicated. While U.S. privacy law is unsettled, with rapidly proliferating state and federal laws and regulations and uncertainty as to how strictly they will be enforced, the rules in the European Union are tough and about to get much tougher.
The private equity secondary market has become a very mature marketplace with billions of dollars sloshing around in it. Secondary interests in well-known firms are very efficiently priced, often at par or just below par. Furthermore, leverage is being used by secondary firms to nudge their internal pricing models to predict something better than a public equity return. While there are some niche secondary strategies that can deliver outstanding returns in this marketplace, a big Wall Street secondary fund is not likely one of them.