Networks - SCIOC

Wilmington Trust
Thursday, September 29, 2016

As we shepherd your assets through life cycles, business transitions, and beyond, there are both obstacles and opportunities when taking a decade-long perspective.

Chuck Carroll
Wednesday, September 28, 2016

For decades, families seeking advice on how to invest their hard-earned capital were forced to endure “beauty contests” where potential advisors attempted to demonstrate their supposedly-unique skills and/or access to information.

Tony Roth
Monday, September 26, 2016

As has been the case for several years, the actions of central banks dominate the investment landscape.

Jeff Mortimer, CFA
Monday, September 26, 2016

The United States presidential election season has certainly been emotionally charged and, in many ways, unlike any we’ve seen in recent history. For many, Hillary Clinton represents the continuation of Democratic policies currently in place under the Obama administration.

Cambridge Associates, LLC
Friday, September 23, 2016

Performance results over the past ten years make a strong case for higher allocations to private investments. For the 2015 fiscal year, almost 40% of the Cambridge Associates Endowment and Foundation universe—174 institutions—reaped the benefits of having more than 15% in private investments.

Jeff Mortimer, CFA
Monday, September 19, 2016

Now that school is back in session, it’s important for students to take stock of what they know as they embrace a new year of learning. It’s also a good time for investors to assess the events of the summer and make sure they are well-positioned for the future.

Kemp Stickney
Wednesday, August 10, 2016

Microsoft co-founder Paul Allen owns a collection of impressionist and modern art worth hundreds of millions. Fashion magnate Ralph Lauren has accumulated more than 60 collectible cars, including Ferraris, Alfa Romeo roadsters, Bugattis, Bentleys, Jaguars, and a McLaren F1—all in red.

Tony Roth and Shubhro Banerjee
Wednesday, August 10, 2016

Two harsh realities threaten to compromise most investment objectives: first, markets are unpredictable and, second, investors can sometimes be their own worst enemies. A well-diversified portfolio seeks the highest potential return while striving to manage a given level of volatility.

Ascent Private Capital Management
Friday, August 5, 2016

Real estate has long been recognized as a diversification vehicle within investment portfolios and often is held in one of two ways: physical real estate and Real Estate Investment Trusts (REITs).