As traditional oil and gas companies face a range of challenges, including the emergence of alternative and renewable technologies, investors must find new ways to navigate the energy transition. For large-scale investors like endowments and foundations, investing in energy is both a challenge and an opportunity that demands a whole new approach.
Resource Search
Deal-making has been up and down in the M&A market from 2020 to today, creating a state of uncertainty against the backdrop of rising interest rates, inflation, and geopolitical strife that continues to roil the economy and markets. But with plenty of dry powder available, deals are expected to return to more normal pre-pandemic levels in 2023. Looking ahead at the private equity trends and predictions, there are both challenges and opportunities.
As China eases its zero-COVID policy, it should see more foreign direct investment (FDI) inflows. Still, Asia ex-China stands to benefit from supply-chain diversification efforts, particularly in select labor-intensive manufacturing sectors. With the current state and other FDI factors, there are four reasons emerging markets debt investors may want to look at Asia.
Business owners are a special breed of worker, with more than half never planning to retire. From navigating an ever-changing business land to pursuing interests beyond their company as part of their business succession planning, business owners are busier than ever.
For the wealth management advisors who have adopted a consultative approach over a transaction advice model to manage their client wealth, the Investment Policy Statement (IPS) is the crucial link between a client’s investment objective and how an advisor will manage the client’s portfolio on a day-to-day basis. Given the growing investable wealth of many families and depending on the complexity of each family's situation, most IPS range from 5-10 pages. From experience, a sound IPS framework will exhibit and address five key areas.
The importance of talent continues to be a factor in driving an organization’s success. As a result, many compensation committees have expanded their roles and responsibilities beyond executive and board compensation into increased human capital and social issues impacting the organization. This requires staying abreast of compensation trends, enhancing the human capital experience, and providing frequent and transparent communications and reporting.
While there’s been progress in the number of women in senior positions, this year's research shows it is concerningly slow. At the current rate, it will take another 132 years to close the global gender gap. There’s a need for urgency and to be intentional in the ‘push for parity.’ In this report, we show the benefits and progress of women in senior leadership positions, as well as explore the trends and impact of different ways of working.
When considering that only 20% to 30% of businesses that go to market will actually sell, it’s important to know the factors that impact a business valuation. By applying a value acceleration process framework—one that focuses on increasing value by aligning business, personal, and financial goals—business owners can increase their business value, which will often increase the ease of selling the business, and vice versa.
With cyberattacks increasing every year, it’s critical to be cyber ready. While implementing individual security tools is one element of building a ‘cyber dam,’ it is not enough to stop sophisticated attackers from breaking through it. Much like a dam, a single crack in your security plan can have devastating consequences. In this webinar, learn how to make sure your organization is cyber ready and protect your data by building a robust defense layer.
While investor attention is on the Fed, changes at the Bank of Japan might bring shifts to the economic environment, impacting the global markets.