Many investors think frontier markets are too risky, but strategically overweighting these markets in an emerging markets debt portfolio could offer higher return potential. For the transcript of this video, select the Download option.
ESG factors can be hard to quantify in frontier markets, but a quantitative approach with a qualitative overlay may help uncover attractive opportunities. For the transcript of this video, select the Download option.
In this second paper of a two-part series on philanthropy and sustainable investing, we outline how families may wish to identify opportunities within sustainable and impact investing themes. Along with four guiding principles to help create an impactful portfolio, we discuss the broad opportunity set, how to construct and then actively manage...
Families of wealth often ask for views on two related topics—how to think about philanthropy versus impact investing and how to best implement a socially and/or environmentally impactful investment strategy. While common themes transcend these topics, each is distinct and presents an opportunity by allowing families to engage in a powerful combinat...
With an array of charitable giving options, it's important to understand how each gift could affect your annual deductions. Here's a quick guide to tax deductions, out-of-pocket deductions, and required substantiation. For the individuals and families looking to go beyond the standard donation, there are a few alternate options wi...
Venture deals have slowed down compared to the record-breaking year in 2021. However, the innovation sector continues to grow. Investors are holding a record amount of dry powder and valuation corrections are creating buying opportunities. In this report based on data collected from 139 family offices across 30 countries, see how family offices are...
Many newly wealthy families can credit their expanded fortunes to a major liquidity event, most frequently the sale of a business. For many in this group, recently acquired wealth creates a host of new and, sometimes unexpected, challenges. While the challenges will vary from family to family, the members of this group share some common n...
It's no secret that cryptocurrency markets and the larger digital assets economy have been roiled by recent instability, resulting in discussions about how regulatory initiatives, rising inflationary pressure, and public adoption trends will affect industry participants long term. To help navigate this challenging environment, a collection of ...
Artificial Intelligence (AI) systems are poised to drastically alter the way businesses and governments operate on a global scale, with significant regulations already under way. To avoid overburdening businesses with the compliance requirements that aim to maintain the accountability, transparency, and fairness of AI, it is important for regulator...
In this ten minute interview, Brian Lucareli and Tim Voigtman of Foley & Lardner discuss developments regarding the entity-level taxation. Insights are provided on the impact of the SALT limitation, as a number of U.S. states have adopted legislation that allow flow-through entities to elect to pay state income taxes as an entity leve...
Forces are converging on private equity and compelling the industry to evolve. Adapting to the dynamic deal landscape, this eBook examines how to approach and maximize deal value at each stage of the acquisition lifecycle. Other emerging pain points and how to negotiate them include:Uncertainty regarding the accuracy of valuationsEvolutions in...
In this 3-part series on essay writing for your college application, insights are shared to help high school students understand what makes an essay good and how to get started on writing a unique, compelling story to tell in their personal statement. The essay also plays an important role in connecting a student's personal, academic, and extra...
With Early Decision and Early Action deadlines looming closer, you may be asking yourself: is the stress and effort involved with applying Early actually worth it? According to admissions statistics at a variety of colleges, the answer is a resounding yes! Check out the Early vs. Regular admissions statistics from top colleges here and learn what t...
While many high school seniors approach early decision colleges by applying to their dream school, that’s not always the best approach. The best choices involve strategy just as much (if not more than) emotion. For the students torn between two or three potential early decision colleges, three tips are provided on how to choose.
Despite the fact that so many college admission discussions center on “getting in,” college admissions is not a one-way street. So how do you make sure you select the school that is best for you? Visiting the college can be extremely helpful, but there’s more to do than simply touring or attending an info session.