Three Steps to Engage the Next Generation of Investors

Next gen investors have very different expectations and needs than their parents. In this blog we discuss best practices for delivering an investing experience that meets the evolving expectations of this generation.
Property Classes in Real Estate Investing Explained

There are four main property classes in real estate investing: Class A, Class B, Class C, and Class D. Each class has its own unique characteristics, risks, and potential rewards.
Strategic Asset Allocation, the Endowment Model and the Growing Importance of Private Markets in Portfolios

Learn more about why strategic asset allocation and allocation to private markets in portfolios are essential components of a well-rounded investment strategy.
Why is renewable infrastructure a compelling and defensive asset class?

Renewable infrastructure is an asset class that many investors are starting to incorporate in their portfolios due to its compelling risk and return characteristics. The asset class provides both compelling returns as well as many defensive characteristics through multiple market cycles.
New Tool: How privates can enhance returns

We created what we think is a handy new tool to evaluate how private markets investments could influence your portfolios over time. This tool allows you to set a traditional portfolio like a 60/40, 60% traditional stocks and 40% traditional bonds, and then review hypothetical returns as if you would have been invested in private markets over the last 20 years.