Practical analysis for investment professionals 
A mutual recognition platform enabling cross-border fund distribution between China and Hong Kong could become a game changer for the global fund management industry and usher in new competition for popular fund domicile jurisdictions like Luxembourg and Ireland. Read more
Leave a CommentDavid Guin, a partner at Withers Bergman LLP, discusses the implications of the SEC’s new definition of family offices and explains what a good compliance policy should look like. Read more
Leave a CommentWe asked readers whether the “4% rule” — which holds that an initial withdrawal rate of 4% of the value of the typical portfolio at retirement should be sustainable over 30 years (adjusted annually for inflation) — is still valid. Read more
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High-net-worth investors aren’t yet convinced that their investment managers are earning their keep. So said Scott Welch of Fortigent at the opening session of the Wealth Management 2013 conference in Boston today. “One of the few tangible things you can produce to prove you’re earning your fees is the performance report,” Welch said, adding that in his view, the current state of reporting is “shockingly bad.” Read more
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The Graham and Dodd Awards recognize excellence in financial writing and honor Benjamin Graham and David L. Dodd for their enduring contributions to the field of financial analysis. Read more
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Sebastian Dovey discusses the evolution of the client’s role in portfolio management, including the effects of cross-cultural influences on clients. Read more
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