White Papers
Latest News for White Papers
- July 15, 2010 - Brands And Hedge Funds
Executive summary Investors have become distrustful of hedge funds, and are seeking more than just good performance when choosing a manager. Reputation has become a primary consideration, according to recent surveys.
- July 15, 2010 - There Is More To Transparency Than Data - BK Communications Group
Summary Transparency has typically been equated with access to data (trade, exposure, valuation, etc. ), but the financial crisis and fund scandals have led clients, investors, as well as regulators to demand more.
- July 7, 2010 - Anti-Corruption Efforts - What Businesses Need To Know
Executives at US corporations and private equity firms certainly understand that bribery of foreign officials is illegal under the Foreign Corrupt Practices Act (FCPA), yet a surprising number of these companies still lack rigorous mechanisms to ensure FCPA compliance. The same executives may be less aware of other recent developments that strengthen the trend towards stricter anti-corruption measures and more consistent enforcement of anti-bribery statutes.
- June 17, 2010 - Lagomasino Champions Fiduciary Standard In New White Paper
Maria Elena Lagomasino, chief executive of GenSpring Family Offices, an outspoken advocate of the fiduciary standard, fired another salvo today, releasing a new white paper, Not All Advisors Are the Same - How Can You Tell the Difference? “No matter what the words are, if the business (economic) model is built around selling proprietary products or being pai. .
- June 3, 2010 - Capital Gains - The Tax Trade-Off Explained - Rockefeller Financial
As the UK government contemplates the controversial step of raising capital gains taxes to help plug a massive public deficit, the issue of how CGT operates and affects investment returns has never been more timely, not just for the UK but in other parts of the world, such as the US. Step forward Matthew Gelfand, an economist and senior wealth advisor at New York-headquartered wealth management titan Rockefeller Financial.
Latest Features for White Papers
- July 15, 2010 - Brands And Hedge Funds
Executive summary Investors have become distrustful of hedge funds, and are seeking more than just good performance when choosing a manager. Reputation has become a primary consideration, according to recent surveys. And with institutions now representing up to 70 per cent of hedge fund investors, the demand has increased for high-level communications that speak to a sophisticated audience.
- July 15, 2010 - There Is More To Transparency Than Data - BK Communications Group
Summary Transparency has typically been equated with access to data (trade, exposure, valuation, etc. ), but the financial crisis and fund scandals have led clients, investors, as well as regulators to demand more. Major surveys and anecdotal evidence indicate communication is now in demand.
- June 3, 2010 - Capital Gains - The Tax Trade-Off Explained - Rockefeller Financial
As the UK government contemplates the controversial step of raising capital gains taxes to help plug a massive public deficit, the issue of how CGT operates and affects investment returns has never been more timely, not just for the UK but in other parts of the world, such as the US. Step forward Matthew Gelfand, an economist and senior wealth advisor at New York-headquartered wealth management titan Rockefeller Financial. He has written a white paper report, Pay Now Or Pay Later? Capital Gains Harvesting With Changing Tax Rates.
- May 26, 2010 - Exotic To Mainstream - Growth Of Alternative Mutual Funds - SEI White Paper
SEI Knowledge Partnership. Strategic Insight. Exotic To Mainstream - Growth of Alternative Mutual Funds in the US and Europe Introduction The trend of packaging alternative strategies in U.
- May 25, 2010 - Family Philanthropy - A Look At The Issues
Funding as a Family: Engaging the Next Generation in Family Philanthropy. While grantmaking as a family can take as many different forms as families can themselves, models for family philanthropy do fall broadly into three categories. The family foundation model enables families to create a formal structure for their grantmaking, in which a board made up principally of family members will oversee the activities of a philanthropic foundation.
