Six Ways to Amplify Your Foundation’s Impact
To improve impact, it's crucial that all charitable foundations continuously refine their approaches to increase their efficiency. Here, are six strategies to help your foundation amplify its impact:
Unlocking Liquidity: The Role of NAV Loans in Private Equity
Markdale2024-08-02T16:02:59+00:00One of the main problems with private equity (“PE”) is the lack of liquidity. To get around this, companies often use so-called NAV loans. With the downturn in the mergers and acquisitions market during 2023, many PE investors are finding themselves in a tight spot, contemplating an expensive solution: borrowing against their stakes using net-asset-value (NAV) financing. Before we begin,...
Private Equity Financing: Rising Trend of High-Cost Loans
Markdale2024-08-06T16:54:56+00:00Private equity financing (“PE”) has always been about navigating the complexities of financial structures, seeking out lucrative deals, and balancing risks and rewards. But recently, PE firms are financing their deals and commitments in curious new ways. And with these shifts come new risks and opportunities for investors. Before we begin, let’s put your financial knowledge to the test. Try...
Myths and Realities of Private Equity Diversification
Markdale2024-08-06T17:01:53+00:00The global economic landscape is filled with idiosyncrasies. One of these is that low interest rates can lead investors to take higher risks. A popular misconception, largely influenced by such an environment, is the role of private equity (PE) in portfolio diversification. Let's delve into the nuances of this, especially for keen investors in private equity navigating today's trends. Before...
Five Dimensions of Impact Investing
Markdale2024-08-06T17:43:53+00:00Family offices, often responsible for managing the wealth and investments of wealthy families, are increasingly incorporating impact investments into their portfolios. Recognizing the importance of not just financial returns, but also social and environmental impact. These investors are redefining the very essence of "returns on investment". The Global Impact Investing Network's (GIIN) five dimensions of impact investing offers a...
Empowering Charities: Bookkeeping for Charitable Foundations
Markdale2024-08-06T18:19:34+00:00Bookkeeping for charitable foundations isn't just a good practice—it's pivotal. And thankfully, efficient bookkeeping for your charitable foundation can be easy. But for success, you need a partner who understands the specialized demands of charities to ensure your foundation maintains compliance. Before we begin, let’s put your financial knowledge to the test with our free financial literacy quiz! Here are two...
Multi-Generational Wealth Management: Strategies for Success
Markdale2024-08-06T18:28:02+00:00When it comes to multi-generational wealth management, is financial wealth the only capital worth cultivating? While financial capital is significant, considering various aspects of capital, including human capital and leadership, is essential to successfully transition wealth across generations. This post explores some strategies that can aid the transition of wealth to heirs and unearths the varied forms of capital that often...
Index Funds: A Path to Consistent Returns and Lower Costs
Markdale2024-08-06T18:36:44+00:00It's a common misconception that average investors will earn an average rate of return. Unfortunately, the reality is far from this ideal. Multiple factors contribute to the disconnect between the expected return and the actual return that the average investor achieves. The average market return can be achieved by investing in passive index funds. Surprisingly, the returns of...
Portfolio Rebalancing Strategies: Optimize Your Investments
Markdale2024-08-06T22:26:11+00:00Portfolio rebalancing is the process of realigning the weightings of a portfolio to maintain a desired allocation. Over time, as various investments perform differently, a portfolio can drift away from its initial target allocation. So, to correct this, portfolio rebalancing involves selling a portfolio’s best performing investments and using those proceeds to purchase more of a portfolio’s worst performing...
Building Your Portfolio: Core-Satellite Strategy Demystified
Markdale2024-08-07T18:08:06+00:00A Core-Satellite portfolio approach breaks down an investor's portfolio into two main components: the "core" index funds and the "satellite” active components. The core typically consists of a broad-based market index or a diversified fund that seeks to mimic the returns of the whole market or a benchmark. This core is expected to provide diversification and represents a large chunk of...