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The concept of equity hedging is straightforward, but structuring and implementing equity hedging programs can be rather involved. The challenge lies in determining how to structure a hedge to achieve the desired investment objectives. This paper raises awareness of some of the questions that investors should address when looking into their hedging...

Ahead of the U.S. presidential election, the Biden campaign has put forward four main tax policy changes worth analyzing, all of which involve an increase in taxes. What will it mean for portfolios and will it alter investors' decisions?

Against the backdrop of crisis and uncertainty, the 2020 U.S. presidential election presents key election issues pertaining to the economy. How will a potential Biden administration affect the economy and markets? An assessment of Biden’s proposed tax policies will show the expected impact. And if Trump wins, will it be the status quo and fur...

In recent years, global equities had slightly outpaced market forecasts for lower equity returns. Then the COVID-19 pandemic hit the global economy, putting an end to the 10-year bull market. Equity markets have started to recover, but the pandemic introduced and exacerbated challenges that are expected to subdue financial market returns over the n...

The U.S. stock market is proving to be a headscratcher this year. Since taking a nosedive in March, the S&P 500 Index has racked up impressive gains of 56.4%. What's more, this successful run comes not only amid a pandemic, but also on the back of the sharpest contraction in the U.S. economy since the 1940s. This rally, led by technology st...

Even as markets improve, investors may not be ready to reembrace risk. Closed-end fund activity offers a surprising view.

Can investors capture market returns and harvest tax losses amid periods of high volatility? Find out how the markets in 2020 and in 2008 provide guidance for beneficial tax management during a crisis.

With the growing popularity of market-based or market-inspired solutions to addressing some of society’s biggest problems, philanthropy and private equity are no longer distant worlds. Today, the idea of venture philanthropy has become more widespread. How can donors—who are feeling the urgency of positive impatience—take a ventur...

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.

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 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?

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 ...

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...