Investments

Filters

Investing with Purpose: Unlocking the Economic Potential of Impact Investments
Bay Area Council Economic Institute and Bank of the West
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
Market Survey
Top Tier Capital Partners
In a recent venture market survey, entrepreneurs said they have lowered their valuation expectations and venture capitalists reported having slowed their investment pace. One of the most interesting
Using Letters of Intent in Commercial Real Estate Negotiations
Stephen J. Siegel
Before executing a commercial property lease or sales contract, the parties may prepare a letter of intent or an agreement in principle. The letter of intent or a similar document (the “LOIs
Economic & Real Estate Report: 4th Quarter 2015
FTI Consulting
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.
Public Equity and Impact Investing: A Primer for Families
The ImPact
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
Impact Investing: Frameworks for Families
The ImPact
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
Fixed Income and Impact Investing: A Primer for Families
The ImPact
Fixed income is a cornerstone of traditionally balanced investment portfolios, offering stable income, varying liquidity, and a relatively low-risk profile. Given the prevalence and diversity of
2016 FOX Global Investment Survey
Family Office Exchange
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
Monthly Market Summary: January 2016
Ballentine Partners
The markets are off to a rough start this year. Worries about the strength of the world economy caused global stocks to plunge double-digits in January before rebounding slightly. Recent
The Inverse Correlation Between Venture and Public Markets
Top Tier Capital Partners
Many investors are analyzing how the recent volatility may impact both their public and private holdings. When comparing the S&P 500's performance over the past 32 years with the Cambridge