As startup companies in the cloud, internet, and technology industry grow, they must balance resources between innovating products and services and building their businesses. The BPM Business Ownership Transition sat down with the San Francisco Business Times to discuss the nuts and bolts of value creation for startups. Listen in for more about the implications of business structures, the policies and legal agreements to implement early, and the accounting best practices for both personal and business finances.
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In this FOX webcast, Phillip Nelson, Partner and Director of Asset Allocation, and Stacey Flier, Principal and Senior Consultant, NEPC Private Wealth, reviewed NEPC’s Key Market Themes and discuss how those Themes are influencing recommendations to private wealth clients regarding portfolio positioning.
Direct investing is nothing new, but it’s a code not everyone has cracked. And while there are no shortcuts to achieving direct investing success, the right ecosystem will help you get there. FOX Foresight keeps you up to date on our latest thinking about matters affecting Enterprise Families. It gives you our forward look on what we're learning from our members and subject matter experts. Please share it broadly with your family, your office, and your advisors
FOX Foresight keeps you up to date on our latest thinking about matters affecting Enterprise Families. It gives you our forward look on what we're learning from our members and subject matter experts. Please share it broadly with your family, your office, and your advisors. 2021 FOX Foresight is presented in 7 chapters:
The pandemic that was the dominant news story of 2020 will continue to hold its position for much of 2021. Between hopes for a COVID-19 vaccine and expectations for the Biden administration, how should investors think about the year ahead?
Real estate has always been a tax-advantaged investment class, especially in the U.S. where rules allow you to shelter income or cashflow through depreciable losses and other mechanisms. For the investors who want deeper insights into all aspects of their real estate investments, they see how technology is transforming their ability to evaluate their tax obligations and how it can even assist them in deciphering implications of a U.S. presidential election.
The stakes are high: climate change is creating an urgent need for a lower-carbon economy, and the Biden administration will face the daunting challenge of reigniting the U.S. economy in the wake of the pandemic, and energy may be a critical catalyst of that recovery. Dr. Daniel Yergin—a leading global authority on energy, economics and geopolitics, and Pulitzer Prize-winning author—talks about the future of energy, and how that future may shape innovation, international relations, and the economy in the years ahead.
Investors have seemingly been concerned about Brexit since day one, and equity performance may have suffered because of it. This brings to light an important consideration for passive investors: the exact contents of their chosen benchmarks, which can make for a poor investment portfolio in many asset classes due to high levels of concentration.
There’s a fading but lingering misconception that socially responsible investing (SRI) means sacrificing returns against a benchmark. The source of concern—and misconception—can often be traced to confusion around the tracking error. By understanding what’s behind a portfolio’s deviation from the performance of its benchmark, investors will see how to make it work in a responsible portfolio.
Technological innovations in bond trading rarely grab headlines, but advancements have substantially changed how business is conducted in the fixed income markets. When used as part of a comprehensive portfolio construction process, electronic trading helps improve efficiency, enhancing performance while reducing account minimums and expanding customization options. However, there’s still a major role for fixed income professionals in unlocking additional value for bond investors.