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Impact investing, which seeks to generate social and/or environmental benefits while delivering a financial return, is expanding as a promising tool for both investors and philanthropists. This guide is part of Rockefeller Philanthropy Advisors’ Philanthropy Roadmap series and acts as an introduction to impact investing. To consider the next ste...

The coronavirus pandemic has upended markets, the economy, and people’s livelihoods. Few things feel like they’re under your control. When it comes to investing, what should investors and their advisors do? While it may be strange to contemplate why the pandemic could also reshape taxes, the choices you make around investment taxes...

Markets have just witnessed the biggest decline in crude prices since the Gulf War. What does this mean for commodity investors in the U.S. and around the globe? A closer look at what might have caused the oil collapse reveals how it can impact investor expectations for the near term.

Understanding premium municipal bonds can be difficult for even the most seasoned investors. Munis are underwritten with a laundry list of complexities such as yield, maturity, call date, duration, and credit. The myth that investors lose the premium at maturity isn’t only false, it may also lead to poor decision-making as focus shifts to avo...

Responsible investors often express that they don’t want to buy companies that greenwash; rather, they want the real thing. And they want investment managers who can tell the difference. But businesses are complex organisms, and sustainable business practices are rarely as simple as good versus bad. However, there are pointers that can h...

In periods of market stress and heightened uncertainty, it can be difficult enough to take the plunge and rebalance, much less overweight risky assets like equities. In this webinar, Margaret Chen moderates a discussion with Celia Dallas and Kevin Rosenbaum addressing when the right time to rebalance is, and our approach to using multiple lenses to...

The COVID-19 pandemic has caused investors around the globe to ditch risky assets in favor of safer alternatives. Many have looked to gold as the place to park capital in hopes that the commodity will gain value during the current market rout. Gold is viewed as a safe haven, expected to deliver a degree of protection when equity markets become more...

The Alternatives Landscape provides a broad overview of the current environment for the primary alternative asset classes: hedge funds, private equity, private credit, real assets, and real estate. The landscape begins with a look at the broad hedge fund universe, which saw managers in higher beta-oriented strategies generating the best returns.

In what feels like a distant memory, the first quarter of 2020 began on a positive note, with the S&P 500 rising to a record high on February 19. Markets quickly retreated as investors digested the impact of COVID-19 on the global economy. The S&P 500 plummeted, losing 34% in 23 trading days, the fastest decline of that magnitude in history...

Liquidity risk is a critical issue for investors, and it has been heightened in the COVID-19 environment that has brought on the end of the bull market. We take a closer review of the factors that have changed market liquidity conditions over the past decade, how the “new liquidity reality” has impacted several markets during the recent...

The unprecedented speed, intensity, and uncertainty of COVID-19 has created a host of new and complex challenges for wealthy families that are playing out across both financial and family dynamics. There's no doubt it is a financial and business challenge, but it is also a very human one. To assist family office leaders and the families they su...

April is setting up to be a transformational month for understanding how the global economy and financial markets will recover from the COVID-19 pandemic gripping the world. Investor’s patience are being tested, and low prices may tempt some investors to rush into equities. But are there still too many unknowns?

Predicting the future path of inflation is notoriously difficult; just ask any economist. The best protection against future uncertainty is a well-constructed portfolio, tailored to meet the asset owner’s risk tolerance, portfolio objectives, and spending needs. While there are trade-offs associated with all solutions to protect a portfolio a...

Born out of the hard lessons learned from early 20th-century market crashes and the First World War, the concept of a diversified investment fund was formalized under the Securities Act of 1933 and Investment Company Act of 1940. Three types of funds were created, including the closed-end funds (CEFs). It can be psychologically difficult to stay in...

Taxable investors are right to be concerned with measuring performance on an after-tax basis. However, to put after-tax performance in perspective requires a benchmark, just as pretax performance measurement does. Yet unlike pretax performance, after-tax performance is unique to each investor’s tax situation and asset flow patterns.