Asia as a source of diversification for global investors
Diversification was hard to come by for global investors last year. Rising U.S. interest rates sank almost all boats in a coordinated sell-off across capital markets: U.S. equities were down 18.1%, U.S. investment-grade bonds were down 15.6%, nominal Treasuries were down 12.5% and inflation-linked Treasuries were down 11.8%. European assets followed a similar path, with…
Read MoreWhat is an Outsourced Chief Investment Office (OCIO)?
What is an Outsourced Chief Investment Office (OCIO)? A full-service OCIO should offer comprehensive investment program management including an agreed overall investment policy, strategic and tactical asset allocation, portfolio construction, asset manager selection, risk monitoring and management, performance reporting and attribution, and middle and back-office operations. OCIOs are fiduciaries and, as such, must provide assurance to…
Read MorePartners Capital and the Clean Air Task Force Workshop: Bringing the Energy Transition Down to Earth
On the 14th of September 2022, Partners Capital combined with the Clean Air Task Force (CATF, an energy transition think tank) hosted a workshop lunch entitled “Bringing the Energy Transition Down to Earth” at the National Science Museum in London. The idea for the workshop emerged from our desire to gain an ever deeper set…
Read MoreSummary of Key Outcomes from COP26
This note summarises the key outcomes of COP26 with our thoughts on investment implications. As brief background, the United Nations Framework Convention on Climate Change (UNFCCC) includes 197 countries, or “Parties”, and is the parent treaty of the 2015 Paris Climate Change Agreement. The Conference of the Parties (“COP”) takes place annually for 2 weeks during…
Read MoreESG and Impact Investing: A Roadmap to an Evolving Frontier Webinar Executive Summary
Agenda Presenter Topic Arjun Raghavan Chief Executive Officer Introduction Stan Miranda Chairman and Founder Introduction to ESG and Impact Investing Sir Ronald Cohen Co-Founder Chair, Global Steering Group for Impact Investment Impact Investing: Risk, Return and Impact Euan Finlay Partner, Head of Responsible Investing Pitfalls of ESG and Impact Investing Stan Miranda Chairman and Founder…
Read MoreThe After-Tax Investment Lens: The Key to Tax Efficient Investing (California Taxpayer Version)
Note: This whitepaper has been explicitly written for California tax payers – the highest tax rate payers in the U.S. However, the lessons are highly applicable to U.S. taxpayers regardless of in which state they reside. When investing, taxes matter more than you think and more than you would like. For wealthy Californians, it just…
Read MoreFive Steps to Optimizing After Tax Investment Returns for New York City Tax Payers
When investing, taxes matter more than you think and more than you would like. For wealthy New Yorkers, it just got worse as the state and local tax burden, one of the highest in the country at 12.7%, lost the bulk of its deductibility against federal taxes. Adding together federal, state, and Obamacare (Net Investment…
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