After more than a decade of record low interest rates, the combination of inflation and increasing interest rates has investors jittery; however, it also presents an opportunity for high-net-worth individuals to review and adjust their existing strategies for estate planning, business planning, financial planning, and wealth management.
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Prioritize your risk strategies for 2022 and beyond with this 17th edition of the Global Risks Report, which explores the areas that your organization should safeguard against and capitalize on as part of your overall resiliency plan. The insights and predictions are drawn from a community of 950 experts and leaders around the world. The areas of focus include navigating the climate transition; protecting digital developments; pre-empting encounters in space; and refreshing resilience.
Responsible investing has taken the investment field by a storm and become mainstream. Looking ahead, investors continue to be particularly interested in two predominant ESG themes that have been main points of focus for the past several years: the climate and diversity.
Investors may not be able to control the markets—but they can control their risks, values, and taxes. Find out how the rise of direct indexing makes it possible.
The notable increase in consumer prices has sparked concerns around the effect of inflation on investor’s portfolios, wealth plans, and ability to fund goals. For investors, the best offense remains a good defense, and it is not too late to revisit your portfolio with an eye toward protection against the impact of inflation. We answer nine questions on fortifying your portfolio and wealth plan in the face of uncertainty.
People care about ESG, want ESG outcomes and will make major decisions on where to invest, where to work, and what to buy based on those outcomes. So, when companies make claims about their ESG performance, it should be easy for stakeholders to verify those claims. But the reality is that ESG reporting is often opaque, subjective, and even outright fraudulent. This report provides an in-depth look at the issues and offers guidance on avoiding fraud and how to develop a sound ESG reporting process.
In the post-pandemic work environment, having an objective tally of employee wants and desires can be a valuable tool for companies to gauge what American employees really expect. In this survey of 1,584 Americans who worked full-time and received benefits as part of their pay, we learned that employees are taking charge of what they want from their employer and are pushing for flexibility in when and where they work. Other key findings are uncovered and point to how companies may need to re-examine workplace policies.
Sustainability and ESG (environmental, social, and governance) have become a top priority for many businesses and organizations of all sizes seeking to do their part to operate responsibly within the limits of the worlds’ ecosystem. In this segment of Inside Scoop, Anisa Kamadoli Costa, Chief Sustainability Officer at Tiffany & Co. joins Kathy Jaffari to share her thoughts and practical guidance on ESG, covering topics such as the role of a Chief Sustainability Officer, ESG at the board level, ESG disclosures, and what the future might hold for ESG.
U.S. inflation is at its highest in four decades due to COVID-19-induced spending on goods, supply-chain issues, fiscal stimulus from the government, and very accommodative monetary policy from the Federal Reserve. But unlike last time when inflation was high, some key drivers of the current inflation are expected to fade. However, several forces are likely to be more enduring, including the high wage growth.
Most of us are familiar with the Consumer Price Index (CPI) as the headline measure of inflation. However, at the January 2012 Federal Open Market Committee, the Fed declared it would use the Personal Consumption Expenditure price index (PCE). Since the indexes are calculated differently in weight, scope, and formula, it will yield different measures of inflation. The difference will impact how investors plan to fight the rising inflation that is spurring fears of currency devaluation.