Search Results

After the Silicon Valley Bank (SVB) collapse marked another bank failure, it triggered questions regarding the various considerations and options for holding short-term funds. With this reference chart, see the comparisons that show the characteristics of demand deposits with government securities and various money market funds as cash managem...

The rapid downfall of Silicon Valley Bank (SVB) set off a wave of uncertainty and fear in the markets. Actions have been taken to provide relief for SVB depositors and the global markets, including the FDIC taking control of the bank. Although SVB was unique, the potential ripple effects both to the economy and the banking sector are meaningful.&nb...

As a general counsel in the Family Office space, Nate Christensen speaks on the growth of direct investing by family offices, the competitive advantages and challenges for them, and advice for family office offices and those working with them. Nate also shares thoughts on how family offices are leveraging their own edge in direct investing. Hear mo...

While investor attention is on the Fed, changes at the Bank of Japan might bring shifts to the economic environment, impacting the global markets.

For the wealth management advisors who have adopted a consultative approach over a transaction advice model to manage their client wealth, the Investment Policy Statement (IPS) is the crucial link between a client’s investment objective and how an advisor will manage the client’s portfolio on a day-to-day basis. Given the growing investab...

As China eases its zero-COVID policy, it should see more foreign direct investment (FDI) inflows. Still, Asia ex-China stands to benefit from supply-chain diversification efforts, particularly in select labor-intensive manufacturing sectors. With the current state and other FDI factors, there are four reasons emerging markets debt investors may wan...

Deal-making has been up and down in the M&A market from 2020 to today, creating a state of uncertainty against the backdrop of rising interest rates, inflation, and geopolitical strife that continues to roil the economy and markets. But with plenty of dry powder available, deals are expected to return to more normal pre-pandemic levels in 2023....

As traditional oil and gas companies face a range of challenges, including the emergence of alternative and renewable technologies, investors must find new ways to navigate the energy transition. For large-scale investors like endowments and foundations, investing in energy is both a challenge and an opportunity that demands a whole new approach.

Given the high-profile nature of some startups raising money through misrepresentation and in certain cases fraud—resulting in significant losses for their investors—there has been a call for increased scrutiny and new regulations. What are the implications of such proposals and how may they affect investment firms’ obligations to...

With an investment landscape marked by elevated inflation levels, economic growth risks and tight monetary policy, the U.S. economy is a fertile breeding ground for stagflation … with one key distinction: a strong labor market. Still, dangers persist when looking at other trends foreshadowing a challenging economic environment.

As the U.S. economy grapples with stagflation trends, there is inevitable talk of a potential recession. Despite the bearish narratives, a recession is avoidable.

In a roundtable discussion, senior leaders of the NEPC Investment Research group share what each of them are seeing on the ground while meeting investment managers and allocating capital. Representing every major asset class, these leaders provide guidance on how to approach 2023 and the risks that they see on the horizon. For additional insig...

There are both advantages and disadvantages for family offices considering a minority direct investment. In this interview with Brian Lucareli of Foley Private Client Services, Glenn Singleton spoke on the distinguishing characteristics of minority investments, key terms and their negotiations, common structures of minority investments, and techniq...

There’s a strong investor appetite for companies operating in the Education Technology (“EdTech”) industry, a diverse and fragmented sector standing at the intersection of education and information technology. This report explores some of the key themes in the EdTech sector and takes a closer look at the growth drivers, M&A activity and valuati...

For an investment committee to be effective, there must be a written committee charter that will help guide and add value to a portfolio. Following five core elements tailored to fit any family’s circumstance, this sample investment committee charter serves as a strong foundation for short- and long-term investment success.