Investment Management

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Challenges of Family Investment Decision-Making
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Challenges of Family Investment Decision-MakingCliff Hurd, Hurd Enterprises, Ltd., John Goddard, Investment Resources Corp and Charles B. Grace III, Senior Consultant, Family Office Exchange When families make major investment decisions regarding asset allocation, tactical asset allocation, opportunistic investments, and selection and termination of managers, among others, a myriad of questions are raised. Who will make the investment decision? Should there be an investment committee?

For-Warned is For-Armed: The Value of Due Diligence
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For-Warned is For-Armed: The Value of Due DiligenceMatthew P. Morris, Director, Grant & Eisenhofer PA; and Charles B. Grace III, Senior Consultant, Family Office Exchange In the world of alternative investments, it is important for investors to protect themselves and know their rights.

All in the Family: The Risk and Rewards of a Family Bank
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All in the Family: The Risk and Rewards of a Family BankWarner King Babcock, AM Private Enterprises, Inc.; and Karen Neal, Managing Director, Consulting, Family Office Exchange Stimulating…and funding…entrepreneurship within a family enterprise can become risky business. How do you find the balance between encouraging the next generation of wealth creators while minimizing financial exposure and risk to the enterprise?

Defining Normal
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Despite marked improvement, economic and market conditions have not returned to “normal.” Opinions differ, but perhaps normal is defined best by what is abnormal. By identifying and examining the issues that stand out as extraordinary, investors can understand how their reversion will impact economic growth and the markets.

Understanding Reinsurance
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The authors review some best practices for building and managing a reinsurance portfolio, including what it takes to do effective sourcing of reinsurance business, thoughts on pricing and underwriting the book, what it means to optimize a reinsurance portfolio, and effective risk management practices.

The Federal Reserve and Money Printing: Lessons of the 1930s and 1940s
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With greater frequency, investors are wondering whether, and when, the Federal Reserve’s extraordinary money printing will cause rampant inflation. A review of the past century provides interesting insights, particularly between 1933 and the late 1940s when the Federal Reserve printed money at comparable levels to those of the Bernanke Fed.

Investing in Volatile Times: A Dynamic Approach to Asset Allocation
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More frequent review and adjustment of asset allocation, incorporating opportunistic investing and employing flexible strategies, such as global asset allocation and global macro managers, enables investment programs to increase return and manage risk more effectively.

2013 Mid-Year Review: Still Floating
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While little liquidity is making its way into the real economy, it is flowing into capital markets, leading to distorted prices and increasing risks to investors. Unfortunately, the longer accommodative central bank policies remain in place, the higher asset prices are likely to climb and the more investors will face an increasing risk of loss.

Adopting ESG Factors to Improve Returns and Reduce Risk
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Traditional investment managers, looking for a way to boost returns and beat industry benchmarks, have begun to notice that many of the evaluation factors that socially responsible investment managers use also provide valuable insight into the overall financial health and performance of companies.

Demystifying Emerging Markets
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Emerging markets have been left behind during the bull run of 2013 as confidence in them has waned during a period of rising interest rates. Understanding the investment opportunity, however, requires a deep dive into the substantial structural differences between emerging markets and developed markets.