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As high-net-worth investors discuss plans for charitable giving and investing with their financial advisors, it is absolutely crucial for them to be on the same page in terms of the outcomes desired, both financially and philanthropically. For this reason, advisors and their clients need a set vocabulary of terms going into the first meeting. Only ...

Thank goodness the U.S. election is over so we can all stop slinging arrows at each other and get on with our lives for at least the next 18 months. America is divided, where roughly half the voters wanted him and the other half wanted her. America got him. So what does that mean if you are a private markets investor, especially if you are an impac...

History has typically played out such that the president and at least one of the houses of Congress are of different political parties. President-elect Trump, however, will benefit from a “unified government,” which has been an important driver of overall post-election market reactions. With a clean political party sweep, much of what T...

Women have become financial powerhouses and have taken on an increasing role in managing wealth to the tune of $11.2 trillion. Some estimate that by 2030, women will control as much as two-thirds of the nation’s wealth. This change makes one thing clear—whether women are wealth creators, inheritors, or owners through marriage, they need...

Investors now have more than $3 trillion invested in hedge funds, up from $1 trillion in 2005. This steep increase in assets under management means the hedge fund industry confronts a more scrupulous regulatory environment, heightened investor demands for transparency and tighter standards for all aspects of fund governance, like performance report...

If President-elect Trump fulfills many of his campaign promises, the impacts will be felt across the world. More will be known about these effects over the coming months and quarters, and for wealth managers the focus will be on the potential short and long-term impacts on their clients’ financial well-being. Markets hate uncertainty and the ...

With last week’s historic election now behind us, investors are feverishly recalibrating their plans in light of its stunning outcome. The despair registered in the early hours after the polls closed on November 8 turned sharply into euphoria as investors focused on the “pro-growth” agenda of a Republican president and control of ...

The nonconsensus outcome happened, and Donald Trump will become President. Investors should bear in mind that stock markets will eventually focus on the economic and earnings outlook over the next six-to-18 months, more than politics. We look at the near-term and long-term implications.

As of December 31, 2014 the KL Felicitas Foundation’s portfolio was 99.50% invested in impact investments. The KL Felicitas Foundation has come a long way since it decided to explore the process of an investment portfolio 100% oriented towards positive impact. The road to achieving such a portfolio of impact investments was not straightforwar...

Markets, United States citizens, and most of the world watched anxiously as the U.S. election unfolded into a Donald Trump victory for President. Initial volatility has tempered, and as market participants digest the uncertainty surrounding future policy, it is important to remember that the election results is yet another factor to work through as...

We expect the markets’ knee-jerk reaction to sell gold post a Trump victory will reverse with the bottoming process beginning this week. Framed around the well documented bearish arguments of Stan Druckenmiller on gold last week, there are reasons why gold will be more important as the generational bond bull market now closes. As investors be...

Defying the betting odds and pollster predictions, Donald Trump has pulled off an improbable victory. As an “unknown unknown,” Trump’s election introduces a level of policy uncertainty. Republicans hold the majority in Congress, but President-elect Trump will have to spend his early days building bridges to gain support for his ag...

On November 9, 2016, many Americans woke up to (or stayed awake for) an unexpected election outcome. As of that day, the downside for the DOW and the S&P 500 Index appeared to be less than the declines that occurred after the 2008 and 2012 elections. However, it is still early. During these uncertain times, it is best to stick with your investm...

Donald Trump’s election as the 45th President of the United States on November 8 is expected to bring changes to the tax laws for individuals and businesses. President-elect Trump had made tax reduction a centerpiece of his economic plans during his campaign, saying he would, among other things, propose lower and consolidated individual incom...

This webinar and presentation provides an overview of where we are today and views from the investment management industry on the impact of the election across the US, developed and emerging markets.