This article appeared in the January 2022 Journal of Financial Service Professionals.
Program Overview Many are familiar with the notion that a foundation has to disburse roughly 5 percent of its assets every year in grants and other charitable expenses. However, more sophisticated foundations are starting to tap into the “other 95 percent” of their portfolio to further their charitable goals. While ESG investing has its champions [...]
This article appeared in the November 2021 Journal of Financial Service Professionals.
This article appeared in the July 2022 Journal of Financial Service Professionals.
Program Overview With the internet becoming increasingly affordable and accessible, billions of people in the developing world are now leapfrogging traditional consumption patterns and starting to consume online for the first time. This rising middle-class consumer wave has transformed economies and produced new internet giants equal to or even larger than their U.S. counterparts. Our [...]