ESG Principles: Applying Your Personal Values to Your Corporate Bond Portfolio
There is a growing awareness that investment-grade corporate bond investors can use the same environmental, social, and governance (ESG) metrics popular in equity portfolios. Though in its early
Family Office Co-Investing: Negotiating Deals
In order for two family offices to successfully work out a co-investing deal on a commercial and fair basis, both sides have to understand what the other party cares about. Negotiators need to
Extreme Weather Events: Assessing Climate Risk in the Municipal Bond Market
With the frequency and damage of weather-related events continuing to rise, now is the time for municipal bond investors to assess and mitigate the climate risk. Along with other measures to take,
China’s Regulatory Crackdown: A Cautionary Tale for Investors
This year has made it abundantly clear that investing in China carries risk. How will recent regulatory shifts in China affect investment strategy? A diversified approach is the key to spread out
Building Winning Portfolios Through Private Investments
Cambridge Associates
As families and family offices build their portfolios, they should consider private equity (PE) and venture capital (VC) with an eye on technological innovation. But, building a portfolio that
China: Game Over?
Asset Consulting Group
Chinese equities have lagged both emerging market and global equity indices year to date. Recent regulations directed toward education and technology companies have caused Chinese equities to come
Opportunity in Infrastructure Investing
Asset Consulting Group
Near-term inflation concerns have raised investor interest in real assets. While core real estate offers a steady foundation for a diversified real assets portfolio, infrastructure can serve as a
Expanding the Boundaries of Fixed-Income Investing by Elevating Taxes as a Crucial Element of Customization
As investing has grown increasingly personalized, separately managed accounts (SMA) have become a trusted vehicle for customized solutions to meet a client’s unique objectives. Up to now, when
The Top Five Reasons for Hiring a Management Company for Your Land Investment
Single Iron Management
Land investments are a living, breathing entity that need attending to. Whether your primary focus is on conservation, wildlife habitat, agriculture enterprises, or a quaint getaway, the land will
Responsible Investing: Making an Impact Beyond Philanthropy
BNY Mellon Wealth Management
Family offices are embracing responsible investing in increasing numbers to align investments with values. We explore what’s driving the demand for responsible investing, the range of potential