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A foundation is a powerful platform through which families can address the challenges in society about which they care about most. Yet, most families only use a small portion of their foundation assets to pursue their philanthropic missions. As families grapple with the scale of funding solutions to the world’s toughest challenges, many are t...

All investments have impact—positive, neutral or negative. Despite—or perhaps because of—the challenges Brazil faces, leading Brazilian families are putting capital to work to build the impact investing ecosystem, promote social and environmental good, establish a culture of sustainable, transparent business and demonstrate the possibility of finan...

An increasing number of private clients are contemplating scaling back or exiting their fossil fuel-concentrated holdings as governments around the world fortify plans to reduce greenhouse gas emissions amid heightened awareness around the negative effects of carbon discharges on global warming. Even as many investors have committed to the movement...

A number of seismic shifts occurring around the world are likely to lead to different outcomes for investors in the decade ahead than those experienced by investors in the decade past. For investors, the important question becomes: “Am I positioned to take advantage of the changes happening in the world around me? Or is my portfolio going to be dis...

How should an investor allocate across active and passive investments? It’s a challenging decision with numerous components, and for many investors, indexing has become a valuable starting point that leads to choosing to index their entire portfolio. But our analysis shows that for those who are comfortable with the characteristics of active ...

Investing evokes emotion, and even sophisticated investors should arm themselves with a long-term perspective and a disciplined approach. Abandoning a planned investment strategy can be costly, and research has shown that some of the most significant derailers are behavioral: the failure to rebalance, the allure of market-timing, and the temptation...

Analysts anticipating a rebound in European stock markets for the last few years have been disappointed as early-year optimism faded by year-end. The European Central Bank’s aggressive monetary stimulus efforts failed to bring about the same lift in asset prices that US investors enjoyed. But now, in 2017, European stocks are handily outperfo...

Investors are adding a gender lens strategy to their overall investment approach for several reasons. They may view it as a way to leverage market systems to support progress towards gender equality. They may regard the addition of gender related variables to their investment process as a way to identify potential areas of opportunity while seeking...

The private equity secondary market has become a very mature marketplace with billions of dollars sloshing around in it. Secondary interests in well-known firms are very efficiently priced, often at par or just below par. Furthermore, leverage is being used by secondary firms to nudge their internal pricing models to predict something better than a...