Building a Lasting Family Legacy in Asia: Values, Governance, and Policy
A large and growing cohort of next generation (next gen) investors in the Asia-Pacific (APAC) are preparing to take on the responsibility of managing their family’s wealth. The region accounts for a large and growing sum of total wealth worldwide (Figure 1). In Singapore alone, the number of family offices increased from approximately 200 to […]
September 2022
Does the Inflation Reduction Act Increase the Attractiveness of Clean Energy Investments?
Yes. The Inflation Reduction Act (IRA) will generate significant benefits for companies involved in clean energy. The bill is anticipated to provide almost $370 billion over the next decade to a variety of industries, including utilities, transportation, and manufacturers of products such as batteries and solar components. The ten-year life of these tax credits provides […]
August 2022
Implementing a Sustainable and Impact Investing Strategy – A Family Perspective
In the second of our two-part series on philanthropy and sustainable investing, we take a closer look at portfolio implementation best practices for families. In doing so, we outline how families may wish to identify opportunities within sustainable and impact investing (SII) themes. We discuss the broad opportunity set, how to construct and then actively […]
August 2022
Unblurring the Boundary Between Philanthropy and Impact Investing for Families
In engaging with our family clients around the world, we are often asked 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 investment strategy. Whilst common themes transcend these topics, each is distinct, and, as such, we will outline […]
August 2022
Can Commodities Still Provide Shelter in the Storm as Both Stocks and Bonds Suffer Losses?
Yes, although such investments are not for the faint of heart. As we have seen in 2022, both stocks and bonds have lost value as inflation expectations have escalated. The current environment favors building robustness into portfolios, and exposure to commodities—in addition to high quality bonds—could be a part of this, particularly for investors whose […]
May 2022
VantagePoint: Resilience in a Time of Uncertainty
Global inflation has been higher and more persistent than most economists anticipated. Some inflationary pressures related to the pandemic have started to show signs of easing, but new pressures related to Russia’s invasion of Ukraine and lockdowns associated with China’s “zero-COVID” policy create new challenges. At the same time, central banks have declared war on […]
May 2022
Should the Latest Climate Research Catalyze Change in How Investors Think About Risk?
Yes. According to a recent report released by the Intergovernmental Panel on Climate Change (IPCC), “climate change is a threat to human well-being and planetary health,” and the window of opportunity to “secure a livable and sustainable future for all” is rapidly closing. The new report highlights the considerable risks posed by climate change to […]
March 2022
Would Adoption of Policies Like the Rooney Rule by Asset Allocators Encourage Greater Diversity Among Investment Managers?
No. Adoption of policies like the Rooney Rule—a requirement to interview at least one woman or person of color candidate for leadership positions by many companies and institutions—has not substantially improved diversity among leadership ranks. Given this reality, we doubt such policies would encourage greater diversity among investment managers. These policies are not created to […]
March 2022
This website is directed and intended to be accessed by persons who satisfy any of the following criteria:
- A professional client or an eligible counterparty*
- A financial advisor or financial intermediary acting on behalf of a professional client or eligible counterparty*
- An employee or prospective employee
If you satisfy any of these criteria, please click confirm to proceed:
*As defined in the Markets in Financial Instruments Directive (Directive 2014/65/EC) as amended or updated (MiFID)
This website is directed and intended to be accessed by persons who satisfy any of the following criteria:
- A regulated financial entity*
- An institutional investor, investment professional and other entities or individuals who are qualified to operate in financial markets involving regulated financial activity as defined by its local country regulator
- An employee or prospective employee
If you satisfy any of these criteria, please click confirm to proceed:
*An entity regulated by its local country regulator which may include banks, collective investment schemes, endowments, foundations, investment managers, insurance companies, pension funds and intermediaries
The information contained herein is not suitable for retail investors.
Please contact us if you have any questions: ContactCA@cambridgeassociates.com
If you clicked decline in error, please click here