African-Americans Invest More Conservatively Than Whites: Study
African-Americans hold fewer stocks and bonds and more real estate, life insurance and CDs, according to Credit Suisse and Brandeis University.
Where World’s Million-Dollar Donors Put Their Money
Every region's culture of charity is a little different. Here's how their biggest donors compare.
Hedge Funds Hit With $2.9 Billion in Redemptions in October
Hedge fund redemptions outpaced new investments in October, but performance gains by many large funds left total assets unchanged at $3 trillion.
Well-Off Women Gain Investing Prowess, Relish Making Money
The vast majority of affluent American women in a new Wells Fargo survey said they “enjoy making and accumulating money.”
Donor-Advised Fund Assets Grew to Record $54B in 2013
Contributions to DAFs totaled $17 billion in 2013, a 23.5% increase over the previous year.
Private Debt Fundraising Hit Peak of $77B in 2013
Direct lending funds are driving growth in the private debt marketplace.
Small Foundations Have Outsized Charitable Impact, and Assets Have Grown
Foundation Source finds foundations with less than $50 million in assets have enjoyed strong post-recession growth and that advisors can play a key role in three areas.
Charities’ Portfolios Rose 15% in FY2013: Commonfund
Survey of 60 operating charities shows investment returns rose from 11.7% in 2012; domestic equities delivered 31%; bonds in negative territory.
Addressing the Worries of Charitable Clients
Many charitably inclined Americans are concerned about the effectiveness of their philanthropic endeavors, UBS says.
Private Conservation Impact Investing Growing 26% Annually
The market for conservation impact investing is surging, and private investments are expected to more than triple between 2014 and 2018, a survey says.