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Private investing without a fee drag! Directly invest in the best companies alongside the best general partners! The headlines resound, while GP offerings and investor interest in co-investments swell. Our analysis shows that co-investment returns have the potential to outpace private fund investment returns. However, not every individual co-investment outperforms, and therein lies the rub. This report frames the opportunities and common pitfalls of co-investing, leveraging our aggregated data on co-investments and funds generating co-investment.

Pension Risk Transfers (PRTs), including the increasingly popular partial annuity purchase, are a set of tools used frequently by US plan sponsors to de-risk their pension plans. These transactions are intended to lower the risk and cost of the plan by shrinking its size. However, in many cases, they may achieve the opposite result. Specifically, […]

April 8, 2020 - The economic impact from the COVID-19 virus has been swift, creating a dichotomy between “risk-free” Treasury interest rates and corporate spreads. In this paper, we outline how hedging programs may need to re-align their strategies given the current circumstances while continuing to lean on the basics.

Unsteady markets can cause unexpected liquidity demands and impede, or even undo, hard-earned long-term portfolio growth. Stress testing your portfolio can help avoid the unexpected sale of assets and may enable you to take advantage of opportunities during market downturns. Adam Barber, Senior Investment Director in the Private Client Practice, explains how—and why—a portfolio stress […]

Fire is often a marker associated with the worst effects of climate change. But what if fire could actually be harnessed to help reverse it? In this episode, we meet Diamond Foundry, a company revolutionizing the diamond industry with their affordable, lab-created diamonds—free from the myriad of problems associated with the mining process. We’ll learn […]

Harnessing fusion power has been an elusive goal of physicists and researchers for decades. However, recent scientific advances are helping to make that goal a reality. Described as a star in a bottle, fusion is what powers our sun and stars, offering us the prospect of limitless clean energy. But here on earth, it has […]