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Research Report April 2014
Hallmarks of Successful Active Equity Managers

This paper attempts to answer the question, “how can investors that select active managers maximize their odds of success?” by delving into two metrics—active share and concentration—that a growing body of research suggests are linked to benchmark-beating performance. Combining these metrics with tracking error we illustrate a framework for evaluating equity managers and also explore the challenges of implementing such a framework.
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Research Report March 2014
A Framework for Benchmarking Private Investments

Private investments often play an important role in an investor’s portfolio, yet the inconsistent methodologies typically used to evaluate private investment performance and public market performance result in a lack of understanding about true relative performance. This report provides our views on best practices for measuring private investment performance and introduces a framework for benchmarking private investments.
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Research Report October 2013
Impact Investing: A Framework for Decision Making

This paper defines impact investing, explores its allure and challenges and offers a decision-making framework to help investors successfully build impact investing portfolios within the context of their long-term investment pools.
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Research Report September 2013
Concentrated Stock Portfolios

Families can use several strategies to mitigate the risks of single-stock exposures, thereby supporting both wealth-preservation and philanthropic goals.
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Market Commentaries August 2013
Why Did I Diversify?

While simple 100% U.S. equity and stock/bond portfolios have outperformed recently, highly diversified portfolios have superior returns over decades.
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Market Commentaries June 2013
Growth Equity Is All Grown Up

Growth equity has matured and evolved into a distinct asset class and may represent an attractive alternative for certain investors.
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