The Outsourced Chief Investment Officer

April 23rd, 2017  | by Mark Bell & Andrew Berg

Across the globe a once familiar figure is increasingly absent: the CIO. A look at some of the trends and considerations for outsourced chief investment officers. Budget pressures in a low return environment combined with increased investment complexity and regulatory/fiduciary risks, means that endowment boards and trustees across the globe are increasingly considering outsourcing their…

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Diversified Digest: April 17

April 17th, 2017  | by R. Samuel Fraundorf

Diversified Trust’s investment team brings you headlines of note for the week.  Click on the links to access the articles. The French are complicated and so is their upcoming presidential election.  French bonds have been sending different signals as the popular polling continues. Things move in cycles, and the recent wave to indexes has been…

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Succession Planning for Family-Owned Businesses

April 15th, 2017  | by Ashley Moore Remmers

If you own a business and hope that ownership by your family continues beyond your tenure, there are many questions to consider as you begin to transfer it to another generation. Management Succession First, take an audit of contributing family members to confirm their interest in continuing to work for the business. Consider as well any family members who…

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Diversified Digest: April 10

April 11th, 2017  | by R. Samuel Fraundorf

Diversified Trust’s investment team brings you headlines of note for the week.  Click on the links to access the articles. With the Fed’s minutes this week is more insight into their balance sheet and its impact to tightening as they decide to run some of it off.  That isn’t necessarily all bad news. Emerging markets…

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11 Tips for Building and Preserving Generational Wealth

April 7th, 2017  | by Michael Fisher

The concept of next generation education can be an elusive one. We often relate this to the process of preparing younger generations for the responsibilities that accompany wealth.  While this may seem like a common endeavor, many families often fail to formally address this.  As a result, the common factor often becomes a pattern of…

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