ESG factors can be hard to quantify in frontier markets, but a quantitative approach with a qualitative overlay may help uncover attractive opportunities. For the transcript of this video, select the Download option.
In this second paper of a two-part series on philanthropy and sustainable investing, we outline how families may wish to identify opportunities within sustainable and impact investing themes. Along with four guiding principles to help create an impactful portfolio, we discuss the broad opportunity set, how to construct and then actively manage...
Families of wealth often ask for views on two related topics—how to think about philanthropy versus impact investing and how to best implement a socially and/or environmentally impactful investment strategy. While common themes transcend these topics, each is distinct and presents an opportunity by allowing families to engage in a powerful combinat...
Venture deals have slowed down compared to the record-breaking year in 2021. However, the innovation sector continues to grow. Investors are holding a record amount of dry powder and valuation corrections are creating buying opportunities. In this report based on data collected from 139 family offices across 30 countries, see how family offices are...
Many newly wealthy families can credit their expanded fortunes to a major liquidity event, most frequently the sale of a business. For many in this group, recently acquired wealth creates a host of new and, sometimes unexpected, challenges. While the challenges will vary from family to family, the members of this group share some common n...
It's no secret that cryptocurrency markets and the larger digital assets economy have been roiled by recent instability, resulting in discussions about how regulatory initiatives, rising inflationary pressure, and public adoption trends will affect industry participants long term. To help navigate this challenging environment, a collection of ...
Forces are converging on private equity and compelling the industry to evolve. Adapting to the dynamic deal landscape, this eBook examines how to approach and maximize deal value at each stage of the acquisition lifecycle. Other emerging pain points and how to negotiate them include:Uncertainty regarding the accuracy of valuationsEvolutions in...
Both successful business leadership and portfolio management depend on many similar traits, including conviction, expertise, hard work, and teamwork. But to be successful as an investor over the long run also can require some fundamental adjustments in mindset and direction. In making this transition, five recommendations are presented for those lo...
Decades of globalization have led to the developed world relying more on foreign nations, sometimes with competing interests. The pandemic and recent geopolitical events have shifted attention to the challenges inherent to an increasingly connected world. As nations—and companies—reconsider their cross-border relationships, how does thi...
Many of the challenges the fixed income market has experienced are part of the natural long-term economic cycle. While volatility is likely to remain in 2022, diversified fixed income portfolios can benefit from the rise in interest rates and wider credit spreads.
The challenging market environment and the fear of several interest rate increases by the U.S. Federal Reserve in 2022 has led to a sell-off in global equities. Concurrently, the U.S. is facing inflation rates not seen in more than 40 years, adding to investor concerns. The Dollar's resilience continues to negatively impact Non-Dollar inve...
While many family offices stay cognizant of continued volatility as investors, they also are continuing to search for the best investments in public and private markets. This report—based on 188 family office respondents from 32 countries—provides a comprehensive picture of how family offices view the world and the key factors driving their investm...
Three years since the inception of the COVID pandemic, market adaptation remains a work in process. Inflation and monetary policy drive daily volatility, but additional risks could arise. Despite volatility, major indices have experienced gains that are consistent with longer-term trends.
Given the distress in the financial system and high-profile bank failures, many emerging companies may be asking themselves: “Why am I holding so much cash?” The Investment Company Act of 1940 may be to blame.
After the Silicon Valley Bank (SVB) collapse marked another bank failure, it triggered questions regarding the various considerations and options for holding short-term funds. With this reference chart, see the comparisons that show the characteristics of demand deposits with government securities and various money market funds as cash managem...