Investment Planning

The Foundation of Good Governance for Family Impact Investors: Removing Obstacles and Charting a Path to Action

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Before incorporating impact investments into their portfolios, we encourage families to define the overall context for their impact investments. Our contextual framework—focused on purpose, priorities, and principles—establishes the base of impact strategy and guides the development of governance structures. These elements will help ensure that family values and decision-making processes are advantages rather than obstacles in pursuing impact investing goals and objectives.

Investment Publications Highlights: August 2016

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August’s publication summarizes three articles on financial stability. The first argues that low interest rates and the Brexit vote could increase risks to financial stability in the United States, the second suggests the Brexit vote could lead to a sharp tightening of credit in the Eurozone banking system, and the third highlights potential consequences of ultra-loose monetary policies and outlines policy solutions.

Are the Forces Creating Record Low Government Bond Yields Here to Stay?

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Investors that buy developed markets government bonds have been faced with unpalatably skimpy or even negative yields on offer for some time. The question is no longer why, but for how long? Fed funds futures and benchmark ten-year US Treasuries suggest the answer is several more years, a similar timeline to other markets. But as we know, markets have a tendency to surprise.

Brexit: Outlier or Harbinger?

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Investors should take seriously the prospect that Brexit is different from the crop of recent crises. Given that a substantial (and growing) constituency across EU countries now supports a breakup, the risks of real departures from the Eurozone no longer seem so remote.