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Coller Capital's annual survey tracks private equity trends in emerging markets and investors' plans related to those markets. Among this year's findings: Investors expect their new commitment to emerging market private equity to accelerate over the next two years, and most of these investors expect this sector to outperform private equity as a who...

Babson Capital explores distressed debt investing, describing the bankruptcy process, the role of debtor-in-possession facilities and the importance of valuation in understanding the investment opportunity. The report also outlines three distressed debt investment strategies based on the level of involvement: discount value, activist and control. W...

Analysis by Spring Mountain Capital shows that increased spending will profoundly jeopardize the long-term health of endowments. This paper proposes a framework for analyzing spending decisions that can be of use to endowments and other types of investors who need to balance long-term growth objectives with short-term spending needs.

Research from Barclays Wealth finds that four factors keep individuals from donating more: a lack of financial security heightened by turbulent markets; a missing need to donate for familial, societal or religious reasons; concern about how charities are operated; and an unsupportive tax system.

With the announcement of a Conservative-Liberal Democrat coalition, the uncertainty as to who will govern the UK is over. However, what does this mean for taxpayers? Withers Worldwide looks at the likely changes under the new administration and the implications for taxpayers.

A short article from TaylorWessing highlights the benefits of a Liechtenstein Disclosure Facility, including a shorter taxable period, lesser tax penalties and the guarantee of no criminal prosecution than would be otherwise available within the UK tax regime. For an individual eligible for the LDF, in the great majority of cases the LDF will offer...

KPMG Australia explores six areas related to family business succession: preparation, leadership change, new directions, governance as a priority, performance measurement and pride in the family business. The report focuses on Australian families but offers suggestions and insights that can be useful to families anywhere.

When implemented responsibly, a successful foreign exchange hedging strategy can go beyond mitigating foreign exchange risk to actually improving the bottom line of a global business, according to a paper from SVB Capital. The author addresses the impact of currency exchange rates as well as best practices for implementing a hedging strategy.

Hammond Associates puts empirical studies of asset allocation in perspective, starting with the 1988 study by Brinson, Hood and Beebower and working through subsequent research efforts. The author believes these often quoted and sometimes misinterpreted studies are limited in scope and the types of assets they explore and, thus, do not provide usef...

Credit Suisse researchers compare styles that have worked since the Feb. 5 market low with those that have worked up to the mid-January peak. Low P/E and low P/B have been two of the few styles to outperform in both periods. Researchers screen for outperform-rated stocks that trade on a P/E and P/B discount to their sector and the market and have e...

A new white paper from DLS Capital Management provides a high-level view of deep value investing, defining the strategy and addressing the benefits of deep value investing, deep value investing myths and key factors for investors to consider when evaluating value managers.

Confronted by the effects of the most significant economic downturn in the post-war era, angel investors want more certainty and earlier exits. In this paper, Landmark Angels discusses a strategy to increase the success of angel venture investments and the likelihood of better and earlier returns.

When a family needs to add to their domestic staff, they often call upon their family office for assistance in overseeing the process. This paper from Mahler Private Staffing provides an overview of the steps involved in hiring domestic staff, as well as questions to ask when assessing search firms.

At its best, family philanthropy provides families with an opportunity to reinvigorate their grantmaking, inviting the contribution of fresh and original ideas and approaches from younger generations, and bringing families together in pursuit of a mission inspired by common values. Research conducted for Credit Suisse shows the diversity of experie...

Tough economic times have cultural institutions examining their inventories to decide which items should have ownership transferred to other institutions or individuals by sale, exchange or grant. This paper from Withers LLP notes the increased need for donors of charitable gifts to make their intentions and restrictions on the gifts clear in solid...