This paper highlights the concentration risk embedded in traditional portfolios, describes a simple risk parity strategy and demonstrates its out-performance over nearly four decades, and then delves into the more advanced portfolio construction and risk management techniques used to implement risk parity portfolios.
Be sure that your heirs have the information they need to access your online accounts.
In the post-Madoff era, the foundation and non-profit sector continues to struggle with how to invest philanthropic assets most appropriately and how to ensure that boards and staff are managing investments prudently.
Understanding the exposures involved with direct private equity investing as well as the insurance solutions to address those exposures is essential when implementing a direct private equity investment strategy for family offices.
Home networks, social media and mobile devices have enriched our lives in many ways, but they have also multiplied the opportunities for security breaches. Families, especially those of substantial means, need to carefully evaluate the precautionary measures and protocols that protect their cyber environments.
SmartLife Funding dynamically manages life insurance by aligning the funding strategy with the insureds health profile to target the optimum period of coverage.
Volatile financial markets can create potential problems for investors and their advisors. While many expenses are generally fixed, assets designated to fund expenses may increase or decrease in value. In a worst case scenario, managers may have to liquidate assets at potentially “distressed” levels to meet these obligations. This paper reviews a ...
For many private collectors of fine art, lending artwork from their collection to a museum or cultural institution is a highly valuable and meaningful experience. For the good of the arts, it is very important that collectors continue to loan, but for the protection of collectors, it is also important that the financial value of the artwork be full...
Identity theft is now the fastest-growing financial crime, according to Thomson Reuters. Some 8.1 million people or 3.5 percent of the U.S. population were victims of identity theft last year. This paper outlines best practices to help safeguard your assets.
One of the key benefits of having a financial plan is how it can inform decisions regarding spending patterns and investment strategy. There are two questions that often come up during the process of developing a financial plan: How much risk should I take in my portfolio, assuming different spending levels and if I seem to have enough to cover rou...
This white paper collects research highlights from earlier papers by Generation Investment Management on five key subjects: Climate Change, Pandemics, Real Needs at the Base and Peak of the Economic Pyramid, Water, and Demographics.
Liquidity, in simplest terms, is the ability to meet your financial obligations, to cover your interest, principal and expenses. It is commonly thought of ready cash or the ability to convert assets to cash, quickly and without a loss. Why is liquidity important? Having enough cash to handle those shocks and surprises that inevitably occur will hel...
Altair looks at why bank custody ensures greater safety of client assets in this Worth magazine article.
How much capital does your family have? Is there enough to secure a stable and happy future for you and your children, or even for your children’s children? When the topic is one of financial capital, these are likely familiar questions to anyone dealing with wealth transfer concerns. But what many families often fail to see is the opportunity to b...
One of the greatest concerns among wealthy parents is that the family’s great fortune might inadvertently lead to misfortune for their children. Raising responsible children in affluence is a life-long task requiring patience and persistence. Like learning to read, financial literacy is a process that is best started in early childhood. Teachable m...