How are wealth owners managing the investment process? Who is making investment decisions, and what kind of results did those decisions yield in a year where the S & P 500 returned 32%? Using recent FOX research, Sara Hamilton will answer these questions and share 2013 asset allocation and performance data for survey participants. She will review the challenges and successes of 2013 and preview wealth owner investment plans and priorities for 2014.
Investment Management
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Becoming the Optimal Advisor – Narrowing the Gap between Sales Promise and Service Delivery
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In today’s burgeoning Family Office Industry marketplace, the key word is “Integration”, yet, many firms have not yet learned how to deliver true Integrated Family Wealth Management. Firms often silo their offerings creating tremendous inefficiencies and costs for the client while simultaneously missing tremendous opportunities.
In today’s increasing complex global investment marketplace there is an incredible diversity of investment opportunities—each with their own underlying risk/reward characteristics. The Optimal Advisor is now more challenged than ever to assimilate the most effective strategies for the families they serve while continuing to minimize the inherent risk.
Fund Structures for Family Offices
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As the family office sector evolves fund structures are becoming increasingly relevant and beneficial to manage the assets within the family. Many of the usual considerations for fund managers are equally valid for family offices.This article describes the several potential fund structures that:Provide a recognised and well established legal framework.Permit a family office to have greater control over the assets.Allow the family office to evolve into a multi-family office or boutique wealth manager.
The New Active Decision in Beta Management
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In this 2013 study, Northern Trust examines how institutional investors might be using alternative indexes in their portfolios. With the increased focus on risk management and the growing demand for low-cost, transparent strategies, they wondered whether making an allocation to alternative indexes might be the new active decision in beta management.This study includes a multi-pronged approach:
The sale of a business can be one of the most significant events for families of wealth. Often, family members have devoted substantial time and resources to building a successful enterprise.While the sale of the business may be viewed as the successful culmination of years of work, it may also cause concern for the owner, who feels there is not enough time to initiate effective wealth transfer planning. Instituting the proper planning process before a sale has a material impact on the after-tax sales proceeds received and provides peace of mind for the owner.
Employment Report: The State of the American Worker
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In this edition of Market Insights, Glenmede provides an in-depth look at recent U.S. employment numbers and highlights the following:
Investment Strategy Update: A View From the Top Down
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In this Investment Strategy Update: A View From the Top Down, Atlantic Trust expands on the following:
Debunking the Myths of Impact Investing
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Corporate growth and strong capital markets (i.e. stock market, banking system) have been our engines of progress, but we are to a point where those engines have created, or at least contributed to the critical issues we face today like income inequality and environmental sustainability.The idea of returning values, accountability, and transparency to corporations and capital markets has the ability to address many of our challenges at their root, and impact investing is pushing us there.
Quarterly Hedge Fund Review: Fourth Quarter 2013
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In this quarterly hedge fund review from Crystal Capital Partners, LLC, the author examines the following:Asset Flows and Industry TrendsHedge Fund PerformanceStrategy Attribution2014 Investment ThemesCCP ("Crystal Capital Partners") Candidate Performance vs. Hedge Fund Indices Performance