This paper offers a practical look at how an individual or family might plot a successful road map that aligns and grows with their unique abilities, needs, and personality. The authors detail the steps in a philanthropic asset allocation process involving fact-finding, planning, and continuing assessment as seen through the eyes of three hypothetical clients.
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Have I Got a Great (Direct) Deal for You!
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Early-stage direct deals involving start-up businesses, real estate developments or similar high-risk, high-return opportunities should be evaluated very closely on the merits as well as the risks. Each opportunity is different and all require unique in-depth due diligence, but there are some general questions that should always be asked, the author says.
Measuring the Risk Impact of Social Screening
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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.
Industrials Drive Gains in Productivity
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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.
Motivated by Returns
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The product director of Bloomberg’s operational risk division, Greg Larkin, shared the inside story on how and why Bloomberg added sustainability data to its terminals in this 2011 FOX Fall Forum session. Martin Whittaker discussed his work in bringing together family offices and some private investors who are interested in sustainable investing but do not want to sacrifice returns.
While the economic ramifications of many recent events remain to be seen, this 2011 FOX Fall Forum session examines the potential implications for investors and tactics for protecting portfolios from overexposure to these events.
Extending the Frontier in Private Equity
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Global investing can be particularly challenging due to issues of access, significant legal hurdles, and lower levels of transparency. The speakers in this 2011 FOX Fall Forum session discuss methods for identifying and evaluating new opportunities in private equity.
Although all investors now have a greater awareness of the need for a stronger due diligence process, it can be difficult to determine the best structure to put in place for thorough risk analysis, as discussed in this 2011 FOX Fall Forum session.
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: A New View
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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.