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The framework uses multiple dimensions of risk and return trade-offs to consider when building portfolios and evaluates the consequences of risk allocation decisions during normal and stressed markets.

The current interest rate environment has created an unusual opportunity to maximize life insurance cash values.

This article addresses some of the most important legal and tax issues the real property professional needs to know when representing foreign investors in the United States, as every aspect of involvement is different from those of a domestic purchaser.

Part of the Grow Your Business (GYB) series from PriceWaterhouseCoopers, this edition covers what private companies are doing to rethink their approach to risk against a backdrop of globalization, economic realignment, and rapid technological change.

This paper is a technical summary of some of the challenges facing the U.S. nonprofit museum community in regard to risk management of art ownership. It includes a summary of key events that has shaped the art market over the last 50 years as well as consideration of the effects of Sarbanes-Oxley and issues surrounding D&O insurance, where museums and art trustees are not typically protected against art market legal title risk.

The fundamental problem with the art and collectibles market is opaqueness in transactions. This article explains how transactional standards for fine art and collectibles compare to real estate and the role of a title insurer in art transactions.

Under certain conditions, illiquid wealth can quickly evaporate, or worse – assets can suddenly start to behave like liabilities. If you are successful, then you are wealthy – on paper. Illiquid assets carry a high potential for risk on the balance sheet. But individuals who hold illiquid assets tend to have many wealth planning opportunities too. In this white paper, Ballentine Partners CEO and Chairman Roy Ballentine takes a closer look at this wealth management challenge.

Altair looks at why bank custody ensures greater safety of client assets in this Worth magazine article.

Identity theft is now the fastest-growing financial crime, according to Thomson Reuters. Some 8.1 million people or 3.5 percent of the U.S. population were victims of identity theft last year. This paper outlines best practices to help safeguard your assets.

One of the key benefits of having a financial plan is how it can inform decisions regarding spending patterns and investment strategy. There are two questions that often come up during the process of developing a financial plan: How much risk should I take in my portfolio, assuming different spending levels and if I seem to have enough to cover routine expenses, how much splurge spending is possible in periods of excess returns? Ultimately, the answers to these questions depend on many personal perspectives. However, simulation analyses can provide directional insights and conclusions.