Portfolio Management

May 15, 2023

Directed Trusts: Powerful Estate-Planning Solutions for Clients and Advisors

A trust is a fiduciary arrangement that allows a third party or trustee to execute fiduciary functions on behalf of the beneficiaries. Under the traditional trust model, a trust names one trustee to perform investment management, trust distributions and all administrative responsibilities of the trust. In another word, nearly all decisions surrounding the trust are… Continue reading

Portfolio Management, Private Wealth

directed trust, trust, trustee, wealth planning

April 19, 2023

Transition Finance and Transition Bonds

Transition finance refers to any form of financial support that helps high-carbon companies start to implement long-term changes to become greener. Transition finance bridges the gap between traditional and sustainable financing as businesses begin the journey to net zero. Sustainable finance has a tremendous impact on the development of clean technologies such as wind and… Continue reading

Portfolio Management, Socially Impact Investing

ESG, responsible investing, transition bonds, transition finance

April 18, 2023

Digital Assets for Portfolio Allocation

Digital assets, also known as cryptocurrencies or virtual currencies, have become an increasingly popular investment option for portfolio allocation due to their potential for high returns and diversification benefits. When considering digital assets for portfolio allocation, it’s important to keep in mind that they are highly volatile and speculative in nature, and should be approached… Continue reading

Alternative Investments, Asset Allocation, Portfolio Management

Asset Allocation, cryptocurrencies, digital assets, Portfolio Management, virtual currencies

April 17, 2023

Software-Defined Vehicles: The Impacts Across the Automotive Ecosystem

A software-defined vehicle (SDV) refers to any vehicle that manages its operations, adds functionality and enables new features primarily or entirely through software. In the electric vehicle (EV) market, with the electrical/electronic architecture being a more centralized system, the vehicles are treated more like a modern computer system with a CPU brain that controls all… Continue reading

Portfolio Management

OEM, Original Equipment Manufacturer, SDV, Software-Defined Vehicle

February 5, 2023

Investment Portfolios in Pursuit of 1.5-Degree Climate Goal

Climate issues are among the world’s biggest challenges. Fossil fuel emissions accumulating in the atmosphere and trapping more of the sun’s energy are expected to drive global temperatures above 1.5 degrees Celsius (°C) or 2.7 degrees Fahrenheit within the next decade (Diffenbaugh & Barnes, 2023; Valone & Panting, 2019). Latest evidence using artificial intelligence (AI)… Continue reading

Alternative Investments, ESG, Portfolio Management, Socially Impact Investing

1.5 degrees, climate goal, climate investing, climate-aware investing, ESG, Paris Agreement, Portfolio Management

February 1, 2023

Clean Technology Investment Solutions

Energy consumption is the largest source of greenhouse gas (GHG) emissions globally. This includes fuel combustion for transportation and the generation of heat and electricity. Therefore, carbon capture has become a significant part of the transition to achieve net-zero emissions. To achieve such climate goals and targets by 2050, annual capital expenditures across renewables, electrification,… Continue reading

Alternative Investments, ESG, Portfolio Management, Risk Management, Socially Impact Investing

cleantech, Diversification, ESG, Portfolio Management

August 10, 2022

Investment in Carbon Capture and Storage

Although carbon emissions occupy a relatively small space on the spectrum of environmental, social and governance issues, as more and more countries and companies commit to Net Zero, they are steadily gaining attention from investors. Companies have relied on offsets to help avoid or reduce emissions for decades. Long associated with the “cap and trade”… Continue reading

Alternative Investments, Portfolio Management, Private Equity, Socially Impact Investing

carbon capture and storage, carbon investing, climate investing, ESG

July 27, 2022

Positioning Portfolios for An Environment of High Inflation

Investors should adopt inflation protection as inflation shows few signs of moderating anytime soon and central banks are tightening monetary policy aggressively. Treasury Inflation-Protected Securities (TIPS) can help position portfolios for an environment of higher inflation and lower growth. TIPS protect against inflation in two ways. First, the principal value of TIPS is indexed to… Continue reading

Asset Allocation, Fixed Income, High Yield Bonds, Portfolio Management, Real Assets, Risk Management

Asset Allocation, Inflation, Portfolio Management

July 22, 2022

What You Need to Know About Inflation

High inflation and the consequences of attempts to curb it are a top concern for investors nowadays. By hiking rates, policymakers can eventually slow demand to subdue price pressures, even in an environment of constrained supply. However, this process takes time. Prices reflect the interaction between supply and demand: when demand outstrips supply, prices must… Continue reading

Asset Allocation, Fixed Income, Global Equity, Global Macro

Inflation

April 28, 2022

Climate-Focused Portfolio Approaches

Investors gain confidence that an equity or corporate bond portfolio is invested in companies that are helping to address climate risk. To support a transition to a net-zero carbon economy, climate-aware investors monitor the carbon impact of the companies in their portfolios. However, climate issues are complex. A purely quantitative-driven process that rewards companies with… Continue reading

Portfolio Management, Socially Impact Investing

climate investing, ESG

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