Custom separately managed accounts (SMAs) may seem to many like the newest in the line of innovations in the investment industry. However, the benefits of portfolio customization go far beyond security selection. At its core, it allows an investor’s portfolio to be managed consistent with their specific rules, exclusions, or tax situations. With efficiency and flexibility, SMAs can also adapt to the twists and turns of an investment journey.
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COVID-19 is exacerbating ongoing geopolitical and societal challenges, and the existential crisis of climate change looms large. In this 16th edition of the Global Risks Report, it highlights the implications of major risks, including the COVID-19 pandemic and an emerging risk landscape spanning from the digital divide to navigating global fractures to considering strategic investments to avoid catastrophic outcomes.
Before deciding on whether to mandate a COVID-19 vaccine at the workplace, there are a number of considerations that an employer should bear in mind. This includes costs from securing the vaccinations or side effects that may result in needing paid leave. There are also the financial and practical implications associated with a mandate.
Family enterprises face an increasingly uncertain and risky world due to developments in the economy, geopolitics, financial markets, technology, and industry competition. In order to navigate this turbulent paradigm, family enterprises need to develop a culture of creativity and vitality that will allow them to adapt and eventually become a more resilient family. In addition, they can develop strategies to mitigate systemic risks.
As the COVID-19 vaccine becomes a larger part of the national conversation, employers will need to assess and/or develop a vaccination policy and plan. Employer-driven vaccination programs require a thorough understanding of employment law, compliance, employee well-being and education. This e-book covers employment law considerations and explains the specific limitations that pertain to requiring employees to be vaccinated.