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As organizations move to a more remote workforce, automating the on-boarding and off-boarding process to a zero-touch deployment is more important than ever. New policies and procedures need to be established as interaction between organizations and their employees change in a post-COVID world. In this webcast, the BPM team discusses considerations...

There is a growing realization among impact investors and those who seek to influence society that they can use more of their assets to complement and even accelerate their social impact goals. This guide provides the tools to develop and execute a tailored impact investing strategy. It offers an objective, agenda-free resource that will inspire re...

Will the Vatican’s “clean and renewable” energy announcement impact fossil fuel investors? Learn more about the changes to Catholic investing, including how the three priniciples of doing no harm, active corporation participation, and positive strategies can address the market realities.

Staying informed on the latest legal case filing developments involving COVID-19 can help businesses make better, strategic business decisions during these challenging times. Through an in-depth research and analysis of case trends—including tracking cases filed in 2,613 state and 148 federal courts from March 1, 2020 to August 16, 2020&...

Getting divorced is not only a highly emotional, it can also be complicated and challenging. Depending on your life stage, your family situation, and your life priorities, there will be different financial considerations. Whether you are financially savvy or have little experience in handling your finances, you will benefit from working through you...

Dealing with COVID-19 remains an uphill slog. However, markets have demonstrated a mixture of confidence and belief. But a V-shaped recovery is not expected. For an investor, this means being realistic about return expectations while being aware of the long-term issues underpinning markets. Inside this report we look at the economic outlook as glob...

Despite the challenging environment of COVID-19 and social unrest, having a sound framework can empower you to make wise financial wealth decisions. Good financial health does not keep markets from going down or being volatile, but it does allow portfolios to weather those storms without suffering lasting harm. The key is maintaining proper perspec...

During COVID-19 it’s important that successful individuals and families know what their current day risks are and how they can be protected. In breaking down some of those risks—from preserving million-dollar art collections to mitigating cyber attacks and reviewing your insurance plan—you can implement a plan that adjusts to...

Despite hard times for the broader economy, investors fared surprisingly well throughout the COVID-19 pandemic. What should they do now that the big R has arrived?

There are parallels between the economic impact of COVID-19 and that of the 1918 flu pandemic—but how do they stack up from a market perspective?

Although there is no true end-to-end encryption for securing Zoom meetings, there are a few simple measures and setting guidelines you can take to help make them more secure.

How much to spend is an essential question for foundations, and one of the most complex, particularly in moments of change or turmoil. This Strategy Guide invites you to reflect more deeply on how your foundation chooses to balance four factors—purpose, conditions and trends, time horizons, and assets for mission—especially in times of ...

While it’s difficult to predict the near-term market and economic landscape, it’s clear that consumers and businesses will need new methods, ideas, and approaches. To scale effectively long-term, tech leaders will need to consider the balance between innovation and risk holistically and with intent. Here are few hotbeds of innovative op...

Diversity of perspective is a key element in deciding how to balance business risks and opportunities. For investors, companies, and employees alike, diversity makes a difference—but it takes data to know how much work is ahead. When data is available and accessible, companies manage the issue more closely and show some progress. Compani...

Nonprofit endowments and philanthropic foundations are increasingly interested in how their investment practices can be aligned with the institution's mission, values, and goals. One way to do that is impact investing, which is a process designed to align environmental, social, governance and faith-based goals with an investment portfolio. As i...