Are Co-investments Attractive in Today’s Environment?
Yes. We believe co-investments are an attractive opportunity in the current market for three primary reasons.
Research Publications Archive
Will Artificial Intelligence Continue to Propel the Market Forward?
Yes, we believe it will. Excitement around artificial intelligence and its related technological advancements has been a key market driver since early 2023.
European Central Bank Cuts Interest Rates by 0.25%
On June 6, the European Central Bank (ECB) cut its main interest rates by 0.25%, becoming the first major developed markets (DM) central bank to cut rates.
Optimizing Wealth Infrastructure for Families
For many families, navigating the complexities of outsourcing investment functions can be challenging. This paper helps families understand the different structural components to consider as they seek to create an institutional-caliber portfolio.
Will the Yen Continue to Support Japanese Equities?
No. The Japanese yen has been on a weakening trend for several years.
The Private Credit Playbook: Understanding Opportunities for Family Investors
In today’s environment, we believe private investors and wealth families can benefit from private credit, positioning their portfolios for strong returns supported by protected assets and faster capital deployment than other growth assets.
Spending Policies and Practices: Fiscal Year 2023
The data and analysis in this report review the various spending rule types used among our endowment clients. Also included are analyses on the endowment’s support of operations and effective spending rate.
Are US Small Caps Poised to Outperform?
Yes. We believe higher-quality US small-cap companies trade at a significant discount to large-cap peers, and their balance sheets have held up better than headlines suggest.
Private Credit Strategies: An Introduction
This paper describes why we believe private credit can be attractive in any market, outlines the various sub-asset classes, and discusses the construction of a private credit portfolio and its implementation into a portfolio.
The Divestment Question: Focus on Governance
This paper offers considerations for how to manage calls for divestment and raises questions that need to be answered to respond clearly and effectively to divestment requests. To navigate tumultuous times and passionate entreaties, we believe institutions need to lean into good governance.