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Domestic demand is increasing across Asia, but the continent still relies heavily on exports for its growth. A report from Aberdeen Asset Management Asia Ltd. considers factors related to Asian domestic demand, such as the effect of China's recent move to revalue its currency and the region's use of exchange rate management as its key policy manage...

BlackRock's latest quarterly guide includes the price tickers, index tickers, annual total expense ratios, dividend policy, fund structure, assets under management and websites for index providers and exchanges around the globe, enabling investors to compare the various exchange-traded funds available.

Deutsche Bank researchers address four questions in this study of responsible investments: How are these investments different from more conventional forms of investment? What products are available? Do sustainable investments offer lower returns? How will the market for sustainable investments evolve?

Families who employ private staff are wise to conduct periodic audits and adjustments of their hiring processes, says a new paper from Mahler Private Staffing. A close examination of hiring protocols may reveal gaps that should be closed to protect employers and employees as well as to optimize the search process.

In addition to having an external mission, many family foundations create an internal one specifying how the foundation will function in family-building, education and the transfer of family values from one generation to the next. Foundation Source offers concrete examples of how some families are using their foundations to make a difference within...

The new health care reform legislation adds a 3.8 percent tax on net investment income for many charitable donors starting in January 2013, while not allowing charitable deductions to be used to offset the tax. This article from Hemenway & Barnes explains how an interest-free loan to a charity can provide the same tax benefits as a charitable deduc...

After 17 years of declining or fairly constant tax rates, investors face a changing environment of much higher tax rates on investment income starting in 2013. This brief from BNY Mellon Wealth Management details the coming changes in taxation and offers strategies for greater tax efficiency for business owners, investors and corporate executives.

While the merits of investing in convertible securities have been exhibited over time, the market is particularly compelling today. Convertibles offer much better risk/reward characteristics than equities, with stronger appreciation over the intermediate and long term but at meaningfully lower levels of risk and volatility.

The authors offer insight into how to minimize the down side and maximize recovery in failed investments by providing an initial framework to ensure the right alternatives are identified and evaluated and the most appropriate courses of action are selected.

As states have struggled with the fall-off in tax revenues from the financial crisis and ensuing recession, they have experienced very difficult budgeting processes. Despite these difficulties, almost all the states began the 2011 fiscal year with improving budgets.

Despite heightened fears of a double-digit recession, we see plentiful evidence of improving, equity-friendly fundamentals. Global economies are growing again, and large multinational companies are benefiting from exposure to healthier emerging markets.

To realize the social benefits their donors seek, foundations must clearly define their missions, create spend policies that correspond with those missions and set investment strategies that suit those policies.

Globalization has increased growth opportunities not only for companies but also for those in the business of kidnapping for ransom. The key is to prepare for dangers both at home and abroad and to assess readiness for a complex resolution process if a kidnapping should occur.

Given the uncertainty around income and estate taxes, planning with a financial advisor is essential. While Congress may not act on taxes until late in the year, individuals will be best positioned to implement a plan if they spend the intervening weeks laying the necessary groundwork.

It is increasingly common for estate planning attorneys to reduce estate taxes on tangible property by transferring ownership of that property from an individual to a trustee of a trust. However, this strategy can expose an entire estate to some serious potential uninsured claims.