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Researchers examine 50 years of historical S&P 500 Index data and compare the actual tail risk frequency and magnitude to the expectations of a typical investor operating under modern portfolio theory. The difference between the two is surprising, and it suggests that investors have significantly underestimated tail risk frequency and severity.

In light of the current environment, it is easy to lose sight of the proven policyholder protections that the life insurance industry continues to provide, including regulatory and third-party oversight, as well as mechanisms to support policyholders of troubled companies.

Policy owners must avoid projecting today's economic environment forward for an extended period, causing them to choose products that lock in long-term mortality and interest rates. Such a move not only virtually ensures long-term underperformance but also sacrifices the flexibility necessary to take advantage of conditions as they change.

This report by New Philanthropy Capital discusses the potential for and challenges associated with cross-border philanthropy, not least prioritizing the issues and countries that deserve attention and selecting qualified intermediaries.

The thought of ground trembling strikes fear in many people, but with the proper attention and preparation these concerns and the potential negative fi nancial impact to you and your assets can be lessened. If you own property in earthquake country, you are at risk for loss. However, good risk-management techniques, initiated prior to an event, su...

Advisors attempting to obtain large blocks of insurance death benefit on behalf of ultra net worth clients will quickly find that there is a frustrating lack of death benefit capacity within the life insurance industry.

This issue of Global Giving Matters looks at the emerging field of social entrepreneurship and reports on the challenges social entrepreneurs face and the opportunities philanthropists have to move the field forward.

This report analyses how to maximize charitable dollars through donations of appreciated stocks and mutual funds.

This report gives a comprehensive overview of life settlements, comprised of sections on identifying opportunities for life settlements, qualifying opportunities, collecting information and compiling data, negotiation and policy pricing, and closing process.

The case of Agbaje v Agbaje is the first time the justices of the Supreme Court (formerly the House of Lords) have been asked to consider under Part III of the Matrimonial and Family Proceedings Act 1984 the circumstances in which a spouse may seek an additional financial award in England where the divorce has been concluded elsewhere. In the light...

Charities are making a crucial contribution to tackling environmental problems, as pioneers, leaders, managers and guardians. They flag up vital issues, produce ground-breaking research and reports, and develop and implement innovative solutions. Much of this work leads to policy action by governments, and changes in business practices and consum...

New Philanthropy Capital shares its system for analyzing charities to help funders identify individual charities' strengths and weaknesses and make thoughtful decisions about how to allocate their resources. The organization's approach examines six elements related to a charity: activities, results, leadership, people and resources, finances and a...

This paper presents and analyses 5 different approaches to philanthropy: Checkbook philanthropy, Responsive funders, Venture philanthropy, Results-based philanthropy, Collaborative funders. Each approach can be "strategic" depending on your aims. The essence of strategy lies in understanding your unique advantages as a funder prior to taking actio...

A consumer guide that provides basic training for navigating the healthcare system. To get the best care, consumers must be active partners in their care. The enormous growth and complexity of the healthcare system is one of the key drivers. Patients can no longer rely on their health providers to know every surgical or pharmacological solution.

Many affluent families are willing to spend significant amounts on out of pocket medical expenditures but want to maintain good protection from catastrophic medical expenditures. All families today need to plan for adequate coverage, especially when serious illness is diagnosed or when individuals face transitions which affect their coverage like ...