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Inflections Newsletter – Issue 1: China Stimulus

Inflections Newsletter – Issue 1: China Stimulus

In this first edition of Inflections, we focus on ongoing developments in Chinese policy which we believe could have global economic and investment ramifications

Investor Perspectives
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Advancing the Endowment Model 

Advancing the Endowment Model 

The endowment model of investing, which advocates healthy diversification across traditional and alternative assets, has come under fire. At a…

Investor Perspectives
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Reinventing the Endowment Model – taking a dynamic approach to an established classic 

Reinventing the Endowment Model – taking a dynamic approach to an established classic 

For over 25 years, endowments and foundations have been applying the principles of the endowment model to secure the futures…

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Investor Perspectives
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Five Key Strategies for Navigating UK Tax in Investment Portfolios

The UK General Election will be a catalyst for change right across the political and financial landscape. Post 4 July,…

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The Impact on Taxable Investment Programs from a Biden Presidency

Investor Perspectives
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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
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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…

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Partners Capital 2013 Tax-Advantage Investing for Private Equity MDs

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Asset Class Attractiveness based on US After Tax Real Returns