When it comes to responsible investing, a simple checklist can do wonders. It can help investors move beyond intent to action and finally find the right stock or bond portfolio. This checklist includes four easy steps and begins with investors listing their concerns.
Sustainability is increasingly material to investment return, and there are five prominent trends—including climate change and technological revolution—that are likely to have relevant implications for investment portfolios over the long term. Ultimately, investors that evolve more quickly to incorporate these risks and opportunities into their investment decision-making frameworks are likely to be better prepared for the future than their
Having learned hard lessons from past crises, CFOs acted quickly during COVID-19 to conserve cash and contain costs. Yet short-term cost-cutting alone won't be enough to enable companies to emerge stronger from the COVID-19 crisis. To emerge stronger, you should redirect costs to the right growth drivers. Resetting costs and reshaping businesses for growth can begin with three actions.
When it comes to a return on company culture investment, the days of uncertainty are over. Culture can no longer be seen as a soft extra. Culture is now a proven science, backed by rigorous research and statistical analysis. The fact that businesses can establish a quantifiable link between culture and financial performance unlocks incredible potential for revenue growth.
When making a decision on whether to participate in a Qualified Opportunity Zone investment (QOZ), be prepared to evaluate the risks and regulatory requirements. This report provides an overview on QOZ, including compliance issues and due diligence checklists for investors, advisors, and managers. It is a way of seeing whether a proposed investment of realized capital gains by an individual in a QOZ fund, business, or property makes good investment sense.
Although municipal credit downgrades and defaults are on the rise in the COVID-19 environment, most municipal issuers are entering this downturn from a place of strength. Learn why some sectors are more resilient than others.
If remote management of people is done well, it can be a game-changer. BPM’s HR Consulting Partner Jill Pappenheimer brings 30 years of experience and offers a spectrum of things to think about in terms of best practices, policies, practical tips, and some tactical thoughts to help you rethink how to effectively manage people and preserve productivity from a remote standpoint. When done well, it will help foster collaboration and strengthen your company culture.
One of the challenges for investors in today’s municipal bond market is the level of yields. Even though relative value remains attractive, absolute yields are uninspiring. However, other metrics show there’s a compelling case for picking up yield and going long.
The COVID-19 pandemic challenges all aspects of work. For businesses attempting to return to work, there are many new liability risks and employer obligations to consider. How an employer assesses, implements, and communicates new policies and procedures will have a lasting impact on employee productivity, engagement, and commitment. This playbook is designed to assist companies and organizations in developing their risk mitigation strategy and coverage-specific issues related to people, property, and loss prevention.
The digital assets world continues to change every year, as the industry begins to go through the maturation phase. The remainder of 2020 and next year will bring new challenges, as well as new opportunities, for the ecosystem. Staying informed will prepare you for what lies ahead. Today’s top cryptocurrency tax topics include Form 1099 compliance and reporting, W-2 and other compensation compliance, multistate taxation, indirect and gross receipts taxes, international tax issues, and self-insurance versus insurance and re-insurance.