Enviromental sustainability is shifting from an abstract philosophy to a mission for more corporations and private individuals. PricewaterhouseCoopers analyzes 57 industry sectors and 367 companies to identify leading companies and practices. The research points to a statistically significant correlation between corporate commitment to sustainability and positive financial performance.
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BNY Mellon chronicles the rapid evolution of exchange-traded funds.
Emerging market equities have become a dedicated asset class, and developing countries are now key contributors to world economic growth. This paper from Parametric explores some portfolio construction concepts that can help investors take advantage of emerging market opportunities to achieve superior long-term returns.
Master Limited Partnerships (MLPs) are publicly listed limited partnerships that trade much like the shares of a public corporation. MLPs are flow through entities whose income stream is taxed in the hands of its unitholders and as such, are not subject to state or federal income tax at the partnership level. The case for MLP ownership is compelling. In its simplest form, an investment in the MLP asset class represents an investment in the future growth of the U.S. energy infrastructure sector.
International investors are showing increased interest in UK residential property as they seek to widen their investment portfolios and asset class mix. A report from Knight Frank Residential Research explores this trend, taking a look at drivers of demand, regulations for cross-border investment and the outlook for 2008 and beyond.
Emerging market equities have become a dedicated asset class, and developing countries are now key contributors to world economic growth. This paper from Parametric explores some portfolio construction concepts that can help investors take advantage of emerging market opportunities to achieve superior long-term returns.
Last year's credit crunch evolved into a financial crisis that has investors searching for the right strategy to weather the storm. But rather than simply staying the course, Greycourt recommends in this paper that investors with well-balanced portfolios take advantage of the opportunities that a bull market offers.
Independent research by Altair Advisers finds that active investment management can provide persistent outperformance and protection in down markets, compared with passive management. However, patience and thorough, ongoing qualitative due diligence are prerequisites.
To manage wealth well requires understanding and responding wisely to risk. This white paper seeks to help readers gain insight into the heart of risk. It focuses not on technical measures of risk (beta, volatility, variance, and the like) but rather how successful individuals tolerate and manage risk day-to-day.
The purpose of this article is to support the argument that alternative investments belong in high net worth portfolios, analyze what the appropriate allocation is for them, and summarize some of the challenges associated with actually implementing more alternatives within portfolios of different sizes.