Finance Processes

Showing 113-120 of 162 results

Are Art Investments a Worthwhile Asset Class?

by Zachary Elfman

Did you know that, in 2016, $60 billion was invested in art, which was comparable to the exit proceeds from venture capital investing? This article sheds light on the opaque world of art investments and whether it’s a realistic choice for inclusion in portfolios. The article covers types of art as well as how investments are valued and return performance relative to other assets.

10 minute readContinue Reading

Investing in Cryptocurrencies: The Ultimate Guide

by Raphael Rottgen, CFA FRM

So, you’ve decided to get exposure to cryptocurrencies. In this newer space, a personal financial advisor may not be of great help. Neither will your banker, unless you are a customer of a limited number of progressive Swiss private banks, which facilitate crypto trading. What now? This article provides practical information and resources around passive vs. active cryptocurrency investing, how to buy, sell, store, and monitor cryptocurrencies, as well as tax regulations in the space.

18 minute readContinue Reading

The Looming Crisis in Continuing Care Retirement Communities (CCRCs)

by Jack Barker

Millions of Americans depend on continuing care retirement communities (CCRCs) for care as they age. In addition to living accommodations and medical services, these facilities also offer complex embedded insurance products that are improperly underwritten and insufficiently regulated. As a result, many CCRCs are actuarially insolvent, creating a systemic risk that could leave many ageing residents financially and medically exposed at the end of their lives. Finance Expert, Jack Barker, takes us through these sector challenges and shares a proprietary capitalization model that could potentially help alleviate the issues.

14 minute readContinue Reading

Considerations for Raising Your Own Private Equity Fund

by Martin Kemeny

Starting a fund is an aspiration harbored by many financiers. While attention tends to focus on investing and deal making, the initial fundraising process is riddled with uncertainty. This guide presents the main considerations to take when raising a fund, covering the legal, accounting, staffing, and strategic roadblocks that will be encountered.

13 minute readContinue Reading

Everything You Need to Know about the CVS-Aetna Merger

by Melissa Lin

Candy, cosmetics... and medical care? In a vertical merger valued at a whopping $69 billion, your favorite stop-in, CVS, plans to buy Aetna. If it goes through, it will be the largest deal of 2017 and the largest healthcare deal to date. Amidst all the buzz surrounding the merger, this article elucidates the motivations behind it, including operational cost-cutting, expanded services as a competitive advantage, and threats from both Amazon and UnitedHealth. This piece also explores potential market effects.

11 minute readContinue Reading

An Investor’s Guide to Palm Oil

by Orinola Gbadebo-Smith

To the novice investor or otherwise uninitiated, the ubiquity of palm oil as a global commodity cannot be overstated. It is a super crop with EBITDA margins > 50%, is the world’s most consumed edible oil, and is one of the most versatile raw material/substrate bases known to industry. This article explores the sparsely understood world of palm, including its cultivation, harvest, and application processes; its financial and investment profile; and ultimately the trends governing its future.

15 minute readContinue Reading

Why Are Emerging Market Currencies Volatile?

by Pedro Kniphoff

The attention on international payments tends to center around innovations appearing in the developed world. But what about developing countries? This article addresses what contributes to volatility and illiquidity in emerging market currencies, and how they can stabilize to become more flexible.

13 minute readContinue Reading

Soul Hypercycle and the Wave of New Fitness Boutiques

by Matt Dixon

The fitness industry is large, growing steadily and rapidly evolving. Since the 1980s, health club locations and memberships have more than tripled to 36,000 and 57 million, respectively. Yet, over the past decade, 35% of its customer base has shifted away from incumbent brands. This article analyzes some of the shifts in the fitness industry that are illustrative of broader economic issues and highlights interesting implications for other consumer-facing businesses.

12 minute readContinue Reading

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