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Strategies to Protect and Grow a High-Net Worth Portfolio, even in a Recession
Baker Tilly
High-net worth individuals are not immune to concerns around economic slowdowns. While the first half of 2022 may go down as one of the worst starts for stock and bond markets in history, it has
Asset Allocation: Your Biggest Investment Decision
William Blair & Company
Building and managing a portfolio is a continual process that involves numerous decisions. But none of those decisions is more important than how to allocate your wealth across different asset
Metals of the Future Drive Opportunities in Frontier Markets
William Blair & Company
Against the global macroeconomic backdrop, there are pockets of investment opportunities—in particular, metal exporters in the frontier markets space. That's because regulation and consumer
Frontier Markets Debt: Underowned and Undercovered
William Blair & Company
Many investors think frontier markets are too risky, but strategically overweighting these markets in an emerging markets debt portfolio could offer higher return potential.For the transcript of this
Implementing a Sustainable and Impact Investing Strategy—A Family Perspective
Cambridge Associates
In this second paper of a two-part series on philanthropy and sustainable investing, we outline how families may wish to identify opportunities within sustainable and impact investing themes. Along
Real Estate in a Rising Interest Rate Environment
Asset Consulting Group
Real estate can play an important role in diversified portfolios by acting as a hedge against rising prices. However, like other income producing asset classes, rising interest rates can put downward
ESG Considerations in Frontier Markets
William Blair & Company
ESG factors can be hard to quantify in frontier markets, but a quantitative approach with a qualitative overlay may help uncover attractive opportunities.For the transcript of this video, select
Unblurring the Boundary Between Philanthropy and Impact Investing for Families
Cambridge Associates
Families of wealth often ask for views on two related topics—how to think about philanthropy versus impact investing and how to best implement a socially and/or environmentally impactful
Family Offices Investing in Venture Capital
Silicon Valley Bank
Venture deals have slowed down compared to the record-breaking year in 2021. However, the innovation sector continues to grow. Investors are holding a record amount of dry powder and valuation
Navigating the Complexities of Newfound Fortunes
NEPC
Many newly wealthy families can credit their expanded fortunes to a major liquidity event, most frequently the sale of a business. For many in this group, recently acquired wealth creates a host