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Insights

Concentrated Stock Portfolios

Families can use several strategies to mitigate the risks of single-stock exposures, thereby supporting both wealth-preservation and philanthropic goals.

September 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.

August 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.

June 2013

Pension Risk Management

Asset management and investment banking firms across the globe continue to develop a variety of liability driven investing (LDI)–focused products and solutions for the pension plan community; however, there remains broad confusion over the meaning of LDI.

February 2011