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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: 1. Measure: Choose Metrics and Collect Data Just as businesses gauge their…
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Unlocking Liquidity: The Role of NAV Loans in Private Equity
One 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…
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Private Equity Financing: Rising Trend of High-Cost Loans
Private 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…
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Myths and Realities of Private Equity Diversification
The 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…
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Five Dimensions of Impact Investing
Family 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…
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Empowering Charities: Bookkeeping for Charitable Foundations
Bookkeeping 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…
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Multi-Generational Wealth Management: Strategies for Success
When 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…
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Index Funds: A Path to Consistent Returns and Lower Costs
It’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…
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Portfolio Rebalancing Strategies: Optimize Your Investments
Portfolio 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…
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Building Your Portfolio: Core-Satellite Strategy Demystified
A 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…