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Meeting significant charitable goals efficiently creates a disproportionate need for the characteristics inherent in liquid, public securities. Increasing the allocation to liquid asset classes from 29% to 75% on a tax-managed basis can generate comparable returns to the endowment model after taxes while maintaining the flexibility needed to handle cash flow interruptions and changes in markets, tax regimens and personal goals.

A contingency plan helps ensure that a single or multi-family office is prepared to deal with a disaster effectively, minimizing any financial loss, reputational damage, irreparable damage to fundamental operations and legal liability. Such a plan should address continuance imperatives in three fundamental areas: personnel performance, business processes and critical technologies.

Effective collections security is the application of general security practices centering on concentricity, redundancy and reliability. Ultra-wealthy collectors are wise to examine the relevant work experience of prospective vendors to determine both their credentials and their ability to protect valuable items.

Protecting assets is an ever-present reality in the information age. From the courtesy checks from a credit card company to Gmail, Twitter and Facebook, there is an abundance of fertile ground for financial crime. The good news is that there are a multitude of practical tips and safeguards everyone can implement to preserve their identity and property.

Criminal justice scholars have systematically demonstrated that subjective indicators, such as collective perceptions of economic hardship, are sufficient to influence crime rates. However, research focusing on solely objective indicators, such as unemployment rates, gross product per capita and inflation levels, has shown a murkier relationship between economic conditions and crime.

An annual survey of senior executives globally finds that theft of electronic data has overtaken physical theft as the most frequently reported fraud. The survey finds fear of fraud is dissuading companies from operating in other countries.

This comprehensive report discusses organizational pandemic preparedness and response as well as business continuity management, provides background information on the H1N1 virus and human influenza pandemics, highlights the international implications of a pandemic and outlines some of the potential insurance coverage issues related to pandemics.

This comprehensive research report sizes up current and future economic activity and the outlook for inflation in seven major regions of the world and then examines in detail the implications for investments in equities, fixed income, currencies, commodities and real estate globally.

While the global economy picked up again in the third quarter, economists remain divided about the nature of the recovery and, thus, the best course of action for policymakers. This research report looks at the arguments behind the debate.

Managed futures, as an asset class, has several inherently beneficial attributes that are often unavailable in other types of alternative investments. This paper examines those attributes – liquidity, non-directionality, non-correlation, cash efficiency, transparency and diversification – and their relevance to investors of substantial means.