Every day we use smartphones, tablets, computers and other digital devices to access, transfer and store information, conduct financial transactions and operate many other aspects of our lives. Your digital assets include all of the digital devices you own, all data stored in them and on external servers, and all of your online user accounts. ...
This January market review provides:A recap of the major themes affecting the economy and the marketsAn in-depth, quantitative review of and forecast for the credit marketsSome thoughts around strategy for the coming months
In this edition of Market Insights, Glenmede looks at:The Federal Reserve's intention to taper, or slow, bond purchases in the coming year.The "end" of deleveragingThe recapitalization of European Union banking institutionsThe re-emergance of emerging marketsThe report concludes with a look forward at investing for 2014.
This paper is a guide for employers, family offices and households to establish an effective onboarding strategy that spans a new hire's first full year of employment.When well designed, well managed and well executed, onboarding can have a dramatically positive impact on a household's entire operation. Onboarding can:provide a new hire wit...
In light of recent and widely reported art market litigation, many collectors, advisors, dealers, and galleries are more cautious and confused than ever about how to go about buying and selling art and collectibles without losses or lingering liabilities. In this article, Judith L. Pearson of ARIS Title Insurance Corporation discusses the rise...
As tax rates on the wealthy have begun to go up again, taxpayers have begun to take a second look at the few legitimate tax shelters still available, and this has renewed interest in investing through insurance dedicated funds (IDFs).This paper discusses two types of IDFs, Private Placement Variable Annuities (PPVA) and Private Placement Life Insur...
In this quarterly outlook, Pitcairn discusses fixed income, global and U.S. equities and the world economy, finding that investment success remainspredicated on the basics of:Execution and diversificationUnderstanding what’s going on in the worldNot letting emotion get the best of usHowever, with the bull market fully established an...
SEI Investments Company provides a January 2014 Market Commentary that centers around recent volatility in the market and what investors can expect to drive equity and fixed income markets in the short term.They offer the following highlights:Investor sentiment shifted and volatility increased in January based on the following concerns: the pa...
PwC's 17th Annual Global CEO Survey provides an inside look into how CEOs feel about the global economy, the growth prospects for their own companies and details on the challenges that they feel they are facing in the areas of technology, demographics and globalization. Survey Highlights:Twice as many CEOs believe the global economy will improve in...
Corporate growth and strong capital markets (i.e. stock market, banking system) have been our engines of progress, but we are to a point where those engines have created, or at least contributed to the critical issues we face today like income inequality and environmental sustainability.The idea of returning values, accountability, and transparency...
This study examines the various factors driving the success of high-impact entrepreneurs, including how they differ from one another and how they operate, grow and compete. It looks at the key differentiators of companies with different ownership structures and walks the reader through the following research journey:Private companies have the ...
In this quarterly hedge fund review from Crystal Capital Partners, LLC, the author examines the following:Asset Flows and Industry TrendsHedge Fund PerformanceStrategy Attribution2014 Investment ThemesCCP ("Crystal Capital Partners") Candidate Performance vs. Hedge Fund Indices Performance
Altantic Trust Private Wealth Management highlights the following in their Economic and Investment Overview for the first quarter of 2014:Economy: Stronger global growth in 2014U.S. – less fiscal drag, more jobs. 3% growth achievable.Europe – slow recovery, deflation risks remain.Japan – “Abenomics” experiment working so far.Emerging economies – wi...
This edition of Altair Insight, a quarterly market review from Altair Advisers, explores the following key topics:The potential is building for a ‘dot-gov’ bubble to develop because of all the Fed’s easy money. But it has not formed yet.Bernanke averted a Depression but ends his tenure with a mixed record and a grade of “Incomplete.”The energy rena...
Family offices of all sizes face document management challenges for a number of reasons: Increasing regulatory compliance requirements are revealing existing document management gaps/deficiencies. As FOs increase advisor productivity in client service and business development through advanced CRM systems, the deficiencies...