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Social Equity Investing: Righting Institutional Wrongs

There is perhaps no better time for social equity investing. Many institutional investors have long sought to promote social equity through grant making and other philanthropic endeavors. With the field of impact investing maturing, these institutions are now increasingly seeking investment solutions to accomplish the same goal.

July 2018

VantagePoint: Second Quarter 2018

Advice in Brief The global economy and capital markets are constantly evolving. From the industrial revolution in the 1700s, to information technology in the last 45 years, waves of innovation have had profound implications for society, the global economy, and investors. At the same time, debt cycles, demographics, and productivity trends all have a slow-moving, […]

April 2018

Liability-Hedging Handbook: A Guide to Best Practices for US Pension Plans

For many pension plans, investment strategy is often structured with a liability-hedging portfolio and a growth portfolio, with the weight and composition of each determined by a strategic asset allocation or a de-risking glidepath. Within this overall structure, the construction and calibration of the liability-hedging portfolio is integral to effective pension asset management. This report […]

April 2018

VantagePoint: First Quarter 2018

The start of the year is a good time for planning and reviewing your investment strategy. In this edition of VantagePoint, we facilitate that effort by setting the record straight on some commonly held investment myths. Top 10 Investment Myths 10. Smart beta investing is a superior form of passive management 9. Disruptions in oil […]

January 2018

Outlook 2018: Stick Around for Dessert

In our 2018 outlook, we review the prospects for several asset classes—developed and emerging markets equities, credit, real assets, sovereign bonds, and currencies—and share the advice of our chief investment strategist.

December 2017

Proposed Tax on Endowment Income Would Mean Difficult Choices for Many Schools

College and university leaders are paying close attention to the tax plans moving through the Senate and House. As currently written, both proposals would levy a 1.4% tax on net investment income earned during the tax year for private colleges and universities. The House version proposed the tax be applied to schools with assets of at […]

December 2017

Should Investors Position Themselves for US Tax Reform?

We would not seek to position portfolios specifically for tax reform as markets have already priced in some improvement in earnings from tax cuts, and the winners and losers from the proposed tax changes will not be clear until more details are provided.

October 2017

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