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Investor Perspectives
Close-up of swirling blue and black abstract patterns resembling marbled or liquid textures, reminiscent of the intricate financial strategies employed in tax efficient investing.

The 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….

Investor Perspectives
Abstract artwork featuring swirling shades of blue, black, and white, creating a fluid, wave-like pattern that inspires the dynamic efforts of optimizing after-tax investment returns.

Five 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…

Whitepaper
An abstract image featuring dark, flowing shapes and lines in shades of green and blue, reminiscent of the dynamic visuals presented at the Partners Capital 2019 Annual Investor Workshop, creating a sense of depth and movement.

Partners Capital Annual Investor Workshop 2019

Whitepaper
Close-up view of a tall modern building at night, with blue-tinted glass panels and illuminated lines highlighting the structure's geometric design—a primer in urban architecture.

A Primer on Alternative Asset Classes

The earliest of financial investments, pre-dating traditional stocks and bonds, were investments in private companies, private property, privately negotiated debt…

Whitepaper
Blue and white light streaks on a dark background create an abstract pattern, reminiscent of market trends in 2019.

View on Emerging Market Asset Allocation 2019

Whitepaper
Vivid blue paint cascades and drips in a fluid, abstract form against a black background, creating an artistic playbook that defies the recession of creativity.

Recession Playbook

Our Recession Playbook is our strategy for managing your portfolio through the coming few years in the face of a…

Whitepaper
Abstract image featuring smooth, flowing lines in varying shades of blue, resembling marbled or wave patterns—a radical new approach to visual art.

A Radical New Approach to the Endowment Model

Is there a more attractive alternative to the Endowment Model of Investing? Today? No. But we raise this question as the…

Whitepaper
A streak of light blue particles in a dark blue background, resembling a cosmic or underwater scene, evokes the fluidity and dynamism often seen in emerging markets.

Emerging Markets Public Equities Allocation Rationale

Whitepaper
Abstract image featuring swirls of dark blue and black hues, resembling liquid or smoke, creating a dynamic and fluid pattern, much like the innovative ideas exchanged at the 2018 Annual Investor Workshop hosted by Partners Capital.

Partners Capital Annual Investor Workshop 2018

Whitepaper
Abstract image featuring flowing, curvilinear lines in various shades of blue against a dark background, resembling topographical map contours or marbled patterns, evoking a sense of cyclicality.

The Cyclicality of Manager Alpha

2016 represented a year by which active investors had crowded into virtually every corner of the investment world, exhausting any…

Whitepaper
A close-up of swirling dark blue and black patterns resembling liquid or marble, evoking the dynamic nature of active investing.

Technology’s Impact on Active Investing

Big Data, or the growing universe of information traversing the web, that is available to systematic and fundamental active managers…

Whitepaper
A dark, abstract image featuring smooth, flowing curves with a teal and black gradient, reminiscent of the sophisticated atmosphere at the 2017 Annual Investor Workshop hosted by Partners Capital.

Partners Capital Annual Investor Workshop 2017