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Individuals give to charitable causes with hopes that they are making a difference. Unfortunately, they rarely are given enough information to assess the success of individual programs. This white paper from Newdea discusses how donors and non-profits can work together to create a standard platform for information so that both know which programs a...

Social campaigning, or advocacy, can bring societal wrongs to light and better humanity. But how can a charity or social group raise government and individual awareness of a societal problem enough to help many people in need and give a voice to the disadvantaged? This report from New Philanthropy Capital offers guidance for charities and their don...

Many officers of family offices serve on boards of directors for family-owned businesses or companies in which they have made equity investments. If these companies move into distressed status, litigation by investors and creditors may follow – and agents of family offices may appear to have the deepest pockets. This report from JD Ford & Company c...

Trustees often are required to invest the assets of a trust or estate. In doing so, they may delegate power to an investment advisor or securities broker. If the advisor's or broker's investments result in losses, the trustees need to find and pursue any viable claim to recover the losses. Stein, Stein & Pinsky offers suggestion to help with this t...

The effects of the financial crisis and declining economic conditions are being felt across the commercial real estate sector, but property market fundamentals remain relatively sound. That, combined with banks and insurers taking a more cautious approach to real estate lending, has resulted in reduced liquidity and a potential opportunity for inve...

For those investors who are well positioned and well funded, there will be substantial opportunity this year to buy distressed commercial real estate or real estate debt in the United States. Baceline Investments believes investments in secondary U.S. markets will yield many favorable opportunities when compared to investments in primary U.S. marke...

Although hedge funds have been blamed for much of this year's market volatility, they could be the vehicles to bring liquidity back to financial markets and help jump-start markets on their road to recovery. In this report, a Bank of America executive suggests that as many as one-third of hedge funds may close in early 2009, strengthening the indus...

While hedge funds greatly disappointed a number of investors in the past year, Allenbridge finds reasons not to abandon this asset class. This report explains what happened in the sector, dispels some of the misconceptions and offers pointers for hedge fund investors.

Conventional logic indicates that a down market offers value buys for investors willing to take a chance on assets that have dropped precipitously in price. But which of these assets are most likely to regain value, and how much of a portfolio is it reasonable to invest in them? Cambridge Associates examines the outcomes of the 1990 and 2001 recess...

After the heavy stock market losses of last fall, many regulatory agencies issued restrictions on the short selling of stocks. In this independent analysis for the Alternative Investment Management Association, researchers examine the effect of these restrictions on stock returns in six countries and find no strong evidence that the restrictions ha...

This article from Hammond Associates refutes conventional wisdom that says domestic equity indexes are more likely to outperform active managers in efficient markets, such as large-cap stocks, and more disposed to underperform active management in less efficient areas, such as small-cap stocks. The authors present an alternate theory that better ex...

Too much leverage, poor risk control and blindness to the bubble in the real estate industry have been cited as key factors in the financial crisis. Greycourt, however, points to another potential cause: A collapse of ethical behavior across the financial industry, particularly the loss of any sense of fiduciary responsibility to customers. This wh...

Global investment in physical infrastructure has been a prime driver of growth in emerging markets, but sustained growth also requires investment in an intangible infrastructure that many emerging nations lack. Credit Suisse identifies five pillars of intangible infrastructure (education, health care, development of the financial system, technologi...

Researchers from the Bank for International Settlements delve into why some companies remain private and how well the philosophy has worked for them. While control seems to be a key factor in companies remaining private, research by BIS shows privately held companies operate as efficiently as those that have gone public.

A new paper from Butterfield Private Office outlines private trust companies and how ultra-wealthy individuals and families can use them to manage a wide variety of assets while retaining a large measure of control over the administration of those assets.