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Collective Investment Trusts and Good Governance Considerations
Wilmington Trust
Interest in collective investment trusts (CITs) as plan investment options is steadily accelerating. As part of this growing attention, CIT governance practices, and the policies and procedures banks
Shifting Horizons: Insights into How Family Offices Are Responding to Rapid Economic & Social Change
BNY Mellon Wealth Management
Drawing from the perspectives of 200 family office decision makers across all major geographic regions, this research report provides insights into how they have responded to the economic and
NFT Tax Overview: Considerations for Creators and Investors
BDO
Non-fungible Tokens (NFT) now represent a broad class of investments, from collectibles to more financial-type assets. As the applications advance, the existing consensus on the tax treatment of NFTs
Digital Asset Discussion
BKD CPAs & Advisors
Digital assets have the potential to start (or perhaps already are) significantly altering the global financial landscape. Find out how and get insights on the why from guest Geron Morgan at BKD.
Private Equity Expanding Pursuits in Health Care Investment
Risk Strategies Company
The trend of private equity (PE) firms seeking high returns in health care has been in full bloom for more than a decade. But whereas previously PE was focused on a top-down approach of buying
The Changing Role of the Chief Investment Officer
Plante Moran
As families grow their investment function, the Chief Investment Officer (CIO) must provide insight and flexibility to serve varied and changing investment platforms. While much of the CIO’s
Inflation, the Fed's Response and Market Implications
Gresham Partners
U.S. inflation reached an annualized rate of 7.0% in December 2021, its fastest pace in nearly four decades. Even the core price index, which excludes the volatile categories of food and energy,
Alternative Investment Themes for 2022
BNY Mellon Wealth Management
As outlined in the 2022 Capital Markets Assumptions, long-term return expectations for traditional assets remain muted. Alternative investment solutions may offer an opportunity to increase portfolio
2022 Sustainable and Impact Investing Outlook: Reimagining the Future
Glenmede
The sustainable and impact investing industry continues to scale, affording investors an increased level of influence on public and private markets. The most pronounced investor opportunity is
10-Year Capital Market Assumptions, 2022
BNY Mellon Wealth Management
Overall, the results of the 2022 10-year capital market assumptions are mixed depending on the asset class when compared to last year’s assumptions as the global recovery gains traction. We see