Creating a well-diversified portfolio of stocks or bonds (or whatever financial assets or vehicles seem appealing and fit a client’s profile) is certainly a viable option and one that may dampen volatility and could prevent any one bad idea from having an outsized impact on a portfolio. Alas, this decision is not without tradeoffs. Diversified portfolios, especially ones that effectively act as expensive closet indexes, doom an investor to pedestrian outcomes/returns.
Investment Management
Resource Search
FOX and FDX Capital are pleased to profile current investment strategies of importance to our members, and will ask some investors to provide updates on their activities over the past year. We will also present new sources of deal flow for your consideration, as the dynamics of the private equity industry are changing rapidly. On the research side, a panel of technical experts from GE Capital will identify industries where demographics and disruptive technologies are changing opportunities for investors.
Families continue to seek a better way of communicating performance results so that end users can gain a thorough understanding of the impact of strategic asset allocation, rebalancing, tactical shifts, and individual manager results and other performance measures. Critical to the success of such reporting is starting the performance discussion at the overall relationship level, and as such, Tania and Doug will share the seven essential elements or questions the investor needs to ask and have answered.
Liquid Alternatives and the Investment Spectrum
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Liquid Alternatives have risen in popularity for family offices and families as they increasingly bring these vehicles to supplement their alternative allocations. Packaging and delivery of these return streams have been brought to market in the form of Alternative '40 Act Funds or Alternative Private Investment Partnerships. Do these innovative liquid vehicles deliver on their return expectations and alpha generation? How can they work in tandem with other more traditional investment vehicles?
Invest with Purpose
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Over the past several years, investors have experienced a challenging investment environment. We believe a key element in building a sustainable investment strategy is to “invest with purpose” and the first step in doing so is to understand exactly what each investor is trying to achieve with their wealth. This paper highlights and delves into GenSpring’s unique goals-based investing process which we believe can provide investors with the foundation to build a disciplined long-term strategy that can be maintained under a variety of market conditions.
Welcome to the Era of Innovation
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We’re in the early stages of what stands to be an extended business cycle. We’re calling the cycle the era of innovation, and it has some definite characteristics. We’re seeing aggressive technological advancement, a manufacturing renaissance, easier access to liquidity and cash-rich entities spanning the globe, supply-demand mismatches in key industries, and lower barriers for entry for startups. Major advances are underway in areas like robotics, 3D printing, cloud computing, big data, mobile payment systems, medical technologies, energy and many others.
Healthcare Investments in a Divided World
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In terms of life of life span and medical need, a close look at the underlying numbers reveals a sharp disparity between developed and developing regions; particularly in poorer areas worldwide. Some differences are so stark, in fact, that there is what might be called a global healthcare divide. And for investors it’s a division worth understanding.
The UK has delivered a remarkable cyclical upswing over the past year; with GDP growing at an average pace of over 3% annualised growth for 5 quarters in a row. This has been the result of extraordinary policy support both on the monetary side (low base rate policy and quantitative easing) and fiscal policy (smaller fiscal drag, Help to Buy scheme), which together with fading risks surrounding the Eurozone, provided a powerful boost to confidence, which helped to kick-start the economy.
Investment advisers often contract with subadvisers to obtain special investment expertise and sometimes outsource important operations or compliance-related functions to service providers. Outsourcing often provides cost-effective solutions but comes with its own compliance obligations, notably initial and on-going due diligence.
Employee Stock Ownership Plans Offer Many Advantages
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Employee Stock Ownership Plans, or ESOPs, have been used as succession planning tools for family-owned businesses for 40 years. Ownership succession planning is critically important in a family-owned business. There are many issues to review in succession planning and an ESOP should always be considered. An ESOP may be the ideal solution for the corporation and its shareholders