In the first of a two-part series, the author defines the various types of investment styles and strategies of long/short equity managers, as well as explores their portfolio construction characteristics and techniques.
Social media is fun. It can create communities and even revenue streams for businesses. However, risks abound. Understanding one's personal responsibility and liability is essential to remain safe in online interactions.
This paper highlights the concentration risk embedded in traditional portfolios, describes a simple risk parity strategy and demonstrates its out-performance over nearly four decades, and then delves into the more advanced portfolio construction and risk management techniques used to implement risk parity portfolios.
A method for determining the complexity level of a prospective client and evaluating if they are a good fit for the firm's services.
The five stages of raising the next wealth owning generation of a family and principals of each stage.
Investment innovation and rigorous discipline; dynamic, seamless planning; and a different quality of client-advisor engagement will be key to the achievement of long-term objectives for wealth accumulation, protection, spending and transfer as well as to peace of mind.
Be sure that your heirs have the information they need to access your online accounts.
Even with the recently enacted financial industry reform legislation, prudent investors should evaluate whether their advisors are truly acting in their best interest by examining nine areas in which a conflict of interest could exist.
Examining the impact of their behavior on the family client gives family office professionals insight into how to enhance their relationship with the family; it also highlights some of the ways in which their behavior may lead to unintended consequences.
While oil prices are likely to be range-bound across the next few years, natural gas prices are establishing new, higher support levels after experiencing multi-year lows. Natural gas prices are likely to get a boost from politics as well as the weather and speculation.
Venture capital shows signs of recovery. Short-term returns have improved and investment volumes have increased to almost pre-crisis levels in the U.S. Analysis supports the notion that a vibrant VC market is conducive to technological progress and, thus, growth.
In the post-Madoff era, the foundation and non-profit sector continues to struggle with how to invest philanthropic assets most appropriately and how to ensure that boards and staff are managing investments prudently.
Understanding the family history can help to create a family legacy, establish sound strategy to keep future generations interested in a family business and develop philanthropic missions for these future generations.
Researchers measure differences in wealth across countries and the extent of change during the past decade. They examine patterns of wealth geographically and by gender, as well as differences in household portfolios.
Despite the uncertainty regarding estate taxes, wealth owners still can take steps to ensure their estates are in the best possible position no matter what laws are passed.