Investment Planning

Implementing a Sustainable and Impact Investing Strategy – A Family Perspective

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In the second piece of our two-part series on philanthropy and impact 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 manage an investment portfolio of these strategies, and why families are well-positioned to deploy capital in this space.

Unblurring the Boundary Between Philanthropy and Impact Investing for Families

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In engaging with our family clients around the world, we are often asked for views on how to think about philanthropy versus impact investing and how to best implement a socially and/or environmentally impactful investment strategy. Common themes transcend these topics, but each is distinct, and we will outline our perspective in a two-part series. In this first piece, we discuss some of the motivations behind philanthropy and we review how philanthropy relates to impact investing.

Healthcare System Investments: Play Defense Before Offense

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The COVID-19 pandemic financially shocked healthcare system enterprises and investment portfolios, but those shocks were short lived and the recovery was swift. However, challenges still exist as revenue and expense pressures weigh upon healthcare margins in 2022, and many elements of delivering healthcare have changed the way hospitals plan and prepare for the future. To implement a successful long-term investment program, the investment playbook may call for building a solid defense before playing offense in the implementation of a long-term investment strategy.

While Great Entrepreneurs Leap, Great Investors Plan

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As entrepreneurs know well, the process of creating and managing a successful business is complex and requires great skill, insight, and hard work. Successful management of significant wealth requires similar attributes; however, not all the characteristics fundamental to entrepreneurial success translate to effective portfolio management. This paper presents five recommendations for those looking to build an investment framework that can be as successful and personally rewarding as building a business.

Business Ownership at a Crossroads: Key Questions for Planning What’s Next

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Private business owners who hold the majority of their wealth in one company are different from other investors. They face unique challenges when making investment decisions, including the fundamental question of whether to retain a concentrated position in their business. In this paper, we share some key questions business owners can ask themselves to help arrive at answers best suited to their own unique needs.

Keep Your Pencil Sharp on Your Active Value Exposures

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The prospect of higher interest rates has contributed to recent equity market volatility and provided a wake-up call for investors underweight some traditional value sectors. What may surprise some investors is that even managers that style themselves as value-oriented may be underweight bellwether value sectors. Now is a good time to sharpen your pencil on value manager exposures.