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Investors and advisors focused on wealth growth and preservation may see environment, social, and governance/socially responsible investing as taxing a portfolio's performance. This paper offers a framework with associated metrics for assessing ESG/SRI integration into the portfolio with the same rigor and discipline used in all other fiduciary decisions.

Innovation in manufacturing is critical to global growth and development. Investing in companies in the areas of electrical equipment, industrial machinery, and distribution will help these companies contribute to the advancement of the global standard of living, while benefiting investors, shareholders, and clients.

Researchers predicted in late 2009 that large funds could need much more than their typical five-year investment period to invest their capital. Recent projections consider the more active transaction volume and suggest the overhang would more likely require only six years to fully invest.

The commercial real estate market in New York, San Francisco and Washington may have become overbought in the past year, but wealthy investors can still find attractive opportunities for capital appreciation via direct investment in second-tier markets such as Seattle, Austin and Dallas.

Managed futures are one of the oldest and most established alternative investments, yet many investors are unfamiliar with the strategy's performance traits. A fresh look at the strategy's past performance reveals its tendency toward controlled downside risk, with an asymmetric tendency toward upside performance.

As the investment landscape continues to evolve and become more complex, investors can utilize pooled funds to maintain control of key asset allocation decisions while capturing the benefits of a highly diversified, well-constructed, lower-cost portfolio of complementary strategies.