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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...

For all the risks that tend to step up as you age, there are also far more opportunities to live life the way you want to, and probably longer and in reasonable health. What will help smooth the transition through the stages of aging will be a proactive approach to managing potential roadblocks on the way. As you begin this journey, the more aware ...

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...

Financial reports and other real-time operational data are often lagging indicators of performance. These metrics, although perhaps lacking precision, may have been sufficiently effective in the past; however, they are less so now because they lag the current cadence of information dissemination and business volatility today. The challenge for many...

Global investors need to cast their net broadly to capture attractive investment opportunities. For decades, western analysts have believed that the economic potential and perceived advantages of India—such as a free market economy, democratically elected government and western-style legal system—would allow it to become a dominant glob...

Collecting art can be a gratifying experience that can take you into an exclusive world of auction houses, galleries and artists’ studios. There’s a lot to learn in the early days of collecting, and most collectors start small. But if you want to elevate your art buying to collecting, it’s necessary to make a mental shift, includi...

Investors are looking at art for more than their aesthetic qualities. It can also serve as an important portfolio diversifier beyond traditional asset classes like stocks, bonds, and cash. Art can be used as collateral for loans and help lower your tax burden during your lifetime and for your beneficiaries. Most importantly, it can be a central com...

Middle market direct lending is a large and growing component of the private debt market. The increasing importance of private capital to finance small to medium-sized businesses, coupled with investors’ interest in the asset class contribute to dynamics that set the stage for continued growth. One reason for investing in middle market direct...

Resiliency seems to be the most appropriate word to describe financial markets over the past years, and that held true during the last quarter. Global stock markets continued their trek upward, reaching fresh all-time highs almost daily during the third quarter; the MSCI ACWI Index gained 5.31 percent as the coordinated global recovery strengthened...

The term “Outsourced Chief Investment Officer” (OCIO) has gained popularity in the investment industry as investment consultants, banks and small wealth management firms are now offering OCIO services to foundations, endowments and nonprofits. You may be considering this model instead of the self-managed or consultant model used in the ...

Equity markets around the globe advanced into new high territory in October, with the S&P 500 posting a total return of 16.9% YTD. Global fundamentals remain supportive with many indicators signaling the potential for further gains. While volatility has been notably absent from markets this year, and as each dip seems to bring a fresh wave of b...

New discoveries and venture capital investments in the bioscience industry are occurring at a breathtaking pace and have led to the emergence of “personalized medicine” which recognizes the need for tailored treatments. From genome sequencing to CAR T-Cell therapy, scientific medical discoveries are having a significant impact on the human conditio...