Once a niche market within the investing environment, the idea of vision investing—the integration of values-alignment, investing with impact, and ESG into an investment process—has gone mainstream. In this special report, learn more about investing with a purpose and the challenges that are emerging as this landscape evolves.
While the climate crisis seems bleak, there are opportunities for a sustainable future with strong economic growth and prosperity, led by innovation and technology. It sets the stage for climate tech, where there is ample capital available to companies working on solutions for climate-related issues. In this report, we take a closer look at the ris...
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.
At the turn of the fourth quarter, it was safe to call 2021 a record-breaking year with $88B raised by US venture capital funds and the US VC dry powder at an all-time high of $212B. While the dizzying pace of investment is expected to slightly slow down in the coming months, the innovation economy is by and large healthy, even as the ecosystem fac...
As noted in The New Family Office 5.0 Model, a rising number of family offices are allocating resources to direct investments, including building an in-house direct investment function to gain greater control, better diversification, increased flexibility, and income and estate tax benefits. From generating deal flow to due diligence, key cons...
The pace of deal making was high in 2021, and it’s expected to continue in 2022. Looking forward, there are seven private equity trends that fund managers need to be aware of as they plan deals, develop, and execute value creation strategies and exit plans this year.
To help put 2021 in context and prepare for what 2022 has in store, we explore the investment themes and look at the prospects for continued inflation, tax changes out of Washington, the 2022 midterms, and much more.
In this report, discover the emerging trends redefining the retail industry. With a deeper exploration into the changes that COVID-19 caused in commerce, it becomes clear that retail is at the forefront of a significant reimagination and primed for innovation. All this change, including the reintroduction of the omnichannel, has caught the attentio...
“Location, location, location” has long been the mantra of the real estate and, by extension, construction industries, but the global pandemic is upending how this philosophy has traditionally been interpreted. The effects of remote work, online shopping and the continued decline in business travel, among other phenomena caused by the p...
The automotive industry is experiencing a convergence of disruptions unlike any seen since 1910. Autonomous, connectivity, electrification, mobility, and subscription business models are reshaping the automotive industry and creating a frenzy of activity. For investors interested in the rise of the electric vehicles, this report explores the market...
Diversification is an easy concept to adopt but a hard concept to maintain, particularly when there are extreme periods of concentrated market leadership. While US large caps have outperformed non-US equities over the past decade, the outlook and rewards are different when taking the long-term goals approach with non-US equities.
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 looking for personalized fixed-income solutions, advisors have considered key factors such as income needs, liquidity requirements, investment horizon,...
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 under pressure. As further regulatory actions appear likely, should investors continue to allocate to Chinese equities?
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 high-quality complement that can help protect against inflation and benefit total return.
As families and family offices build their investment portfolios, they should consider private equity (PE) and venture capital (VC) with an eye on technological innovation. However, building a portfolio that incorporates both PE and VC investments is not straightforward. It requires skill and discipline. By looking at 2020 when private investments ...