The first quarter may be an accurate forecast of the performance of risk assets for the entire year, which is likely to be one of a flat average and a wide range of individual monthly returns.
Bay Area Council Economic Institute and Bank of the West
Thursday, April 21, 2016
Investing in an organization or fund with the aim of generating social or environmental impact alongside a financial return is a concept that has been gaining wider appeal and attention in wealth management. Often known as impact investing, the concept has become an industry.
In a recent venture market survey, entrepreneurs said they have lowered their valuation expectations and venture capitalists reported having slowed their investment pace.
Amidst headwinds such as economic weakness in China and emerging markets, financial and stock market volatility, falling oil prices and a stronger dollar, the U.S. economy weakened to end 2015. Despite these impediments to growth, several economic indicators were encouraging.
For decades, asset owners have worked to align their public equity investments with their values. Today, many investors in public equity consider social and environmental issues in their investment selection processes.
Fixed income is a cornerstone of traditionally balanced investment portfolios, offering stable income, varying liquidity, and a relatively low-risk profile.
What do people really mean when they talk about “impact investing?” Why do people make impact investments, and how do they do it? What counts, and what doesn’t? This primer provides family enterprises with clear explanations of the “why,” “how,” and “what” of impact investing.
This annual FOX survey of investor attitudes and behaviors provides readers with peer perspective from 80 family offices on a wide range of topics including – Economic Outlook and Investment Opportunities for 2016, Asset Allocation and Performance, Use of Investment Consultants and Investment Com
