One of the trends we’ve seen in response to the volatility of the markets in recent years has been for private investors to rethink how they define investment objectives through a goals-based lens. Families are actively articulating and measuring their investment profile in terms of their personal financial goals, rather than in terms of market benchmarks.
Resource Search
It is estimated that by 2020 between $400 billion and $1 trillion dollars will be invested through impact investing. Clearly this new approach to influencing positive social and environmental changes has far-reaching implications.
This organizing session at the 2012 FOX Fall Forum marked the launch of a new investment community, the FOX Deal Exchange. FOX CEO and FDX Chairman Sara Hamilton provided an overview of this venture, which was followed by a panel discussion with three leading private equity teams, each dedicated to deploying one family’s private capital in strategic ways. Some key takeaways:
With few high yielding alternatives available in today's investing environment "drought", it is not surprising there is a strong demand for high-yield securities. In Aberdeen's view, the current economic environment should provide a highly beneficial climate for high-yield fixed income asset class. High-yield credit spreads are well above where they have been historically when the default outlook is benign, creating an ideal opportunity for investors.
In this installment of a seven-part series on goals-based investing, Eton Advisors examines the behavioral foundations of the goals-based framework. Utilizing the “hierarchy of needs” approach first proposed by psychologist Abraham Maslow, the goals-based process begins with defining, quantifying, and prioritizing financial goals across multiple family generations.
Ocean sustainability has emerged as a major concern for society and business in recent years due to awareness of detrimental factors that include ocean acidification and unsustainable fisheries. This whitepaper by Rockefeller Financial Equity Analyst Rolando Morillo, describes current and historical trends that present investment opportunities in technologies related to ocean sustainability.
This white paper collects research highlights from earlier papers by Generation Investment Management on five key subjects: Climate Change, Pandemics, Real Needs at the Base and Peak of the Economic Pyramid, Water, and Demographics.
This whitepaper illustrates how companies with cultures in which employees are properly incentivized through autonomy, purpose, financial compensation and other means can lead to stronger results.
Investing on the basis of fundamentals has long been a cornerstone for prudent investors. However, the rash of extreme geopolitical events over the past several years has tried investors' patience, riled portfolios and turned sound expectations on their heads. In this white paper, Greycourt & Co., Inc. examines the factors that have contributed to this dilemma and discusses investment strategies investors can implement to ride out the unusual market conditions in a thoughtful and disciplined manner.
The debate that began several decades ago over the merits and shortcomings of active versus passive investment management is ongoing. In this white paper, Abbot Downing examines the advantages and disadvantages of each approach.