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The cloud is the hottest buzzword in the technology industry right now. The whole subject of cloud computing, however, is often clouded — so to speak — by a lot of technical terminology and marketing hype. This white paper is an introduction to cloud computing written specifically for investment managers. It explains what cloud computing is, describes the different forms it comes in, identifies how it can be useful to investment managers, and maps out the most common concerns and pitfalls of moving to the cloud.

This basic primer for investment managers provides a thorough introduction to exchange-traded funds – what they are, how they work, why they can be useful – and examines why regulators have been taking a closer look at them lately.

This presentation details the key findings of a study looking at the effect of private equity on employment.

Deciding whether to invest in an art fund? This article examines challenges in defective title that art funds and their investors may face in the unregulated art and collectibles market.

Today’s collectors increasingly view art as an investment. Best practices should be applied to collectibles similar to those applied to traditional assets like homes and automobiles. This article reviews the important and complex issues surrounding the legal and financial risks that pervade ownership of this “new asset class.”

Clear ownership often overlooked when making a fine art or collectible purchase. This article examines recent real market scenarios in which collectors and galleries were faced with title disputes.

Art ownership disputes occur every day in the market, which may include historical theft or traditional liens and encumbrances. Buyers, sellers, museums and fiduciaries should be aware of liability issues created by lack of transparency in art and collectibles transactions.

Clear legal ownership in the art world does not mean simple possession. This article focuses on fiduciaries and ultra-high-net-worth clients and the challenges faced when managing trusts.

With only a few months to go until the end of the year, those who have not fully used their available lifetime gift, estate and generation skipping transfer exemptions may be running out of time. This paper outlines some ideas for making relatively simple and quick use of the opportunity, so that it does not go to waste.

The windfall of inherited wealth often comes with feelings of guilt and elation, isolation and confusion. No wonder; when the financial gain is due to the loss of a loved one’s life, it feels crass to be excited about the opportunities an inheritance affords. Learning to be comfortable with inherited wealth is a process, a process of moving through emotional stages that can be aligned with the emotional stages of grief.