How Carbon Offsets Work – A Deep Dive
Where are we in the transition from risk + return investing to risk + return + impact investing?
We are at dangerous cross-roads today with ESG and impact investing. The momentum from all corners — institutional asset owners, asset managers, and financial reporting regulators — has built to levels not anticipated, having been further boosted by the pandemic. This acute focus on the environment and social impact is a history-making socio-economic phenomenon. But…
Read MoreLonger-term structural changes to expect from the COVID-19 pandemic
What is the near-term outlook for COVID-19
Outlook for Europe following the pandemic and Brexit
The Impact on Taxable Investment Programs from a Biden Presidency
Endowment Investment Decision Making – RAIDs Analysis
Partners Capital Risk-Managed Endowment Approach (PRMEA)
Risk management is about knowing what you own. At the simplest level, Partners Capital’s risk management is achieved with our client portfolios through asset class and asset manager diversification and through a deep understanding of what each asset manager is doing. That is the essence of our risk management. Any insights we may have about…
Read MoreFair Fees and Alignment – Building Long-Term Partnerships with Best-In-Class Asset Managers
In 2014 we wrote our first whitepaper on “the war on fees”. At the time the proliferation of low-cost passive investment options was challenging the traditional high-fee model of active management. Alignment was poor, and many asset managers generated significant personal wealth regardless of whether they delivered excess returns for their investors. Over the last…
Read More