Recent White Papers


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White Papers – Greycourt independent investment advisory firm

  • 62: Quantifying the Value of Tax-Aware Decision Making

    Investment advisors to ultra-high net worth clients often trumpet their skills at manager selection and tactical asset allocation, however, what gets much less attention is the value that can be […]

  • 61: Should You Be Worried About Liquidity in the Markets?

    How concerned should you be about market liquidity? What sectors of the markets would be most affected in a liquidity crisis and how might such a crisis begin? Is contagion to other market sectors a […]

  • 60: How Wealth Advisors Add Value

    Since the Financial Crisis, investor confidence in their advisors has plummeted. Clients are wondering exactly what it is that advisors are doing for them and how to measure how well they are doing […]

  • 59: The Last, Best Tax Shelter Ever?

    As tax rates on high income taxpayers have risen – and are expected to continue to rise – families have begun to dust off a long-neglected tax shelter: investing via insurance dedicated […]

  • 40: Private Equity Investing (Revised 2014)

    Once an investor decides to allocate capital to private equity, the first question is: “How should I go about it?” Properly structured, private equity can be the most rewarding sector of […]

  • 58: Impact Investing

    Currently a $36 billion industry and growing, impact investing is increasingly significant in the investment marketplace. However, confusion still exists in our industry about what impact investing […]

  • 57: Actively Passive

    Despite the fact that over the past decade most long-only active equity managers have failed to produce attractive returns (after taxes, fees and inflation), investors continue to hire and hold these […]

  • 45: Secondary Investing in Private Equity (Revised 2013)

    Secondary investments in private equity can be an attractive addition to primary private equity investments. They offer broad diversification across vintage years, industries, geographies, managers […]

  • 56: Being Rich

    Many members of wealthy families have a complicated relationship with their wealth, and this is often especially the case with young adults. This paper examines the issues faced by wealthy families […]

  • Investment Research Brief: Accelerating Tax Gains in 2012

    There is some uncertainty surrounding the future of long-term and short-term capital gains tax rates, especially given the fact that the Presidential election is fast approaching and the expiration […]

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Recent Flash Reports

Flash Reports – Greycourt independent investment advisory firm

  • Flash Report December 2017

    The controversial Tax Cuts and Jobs Act continues to dominate investor attention entering 2018. Love it or loath it, anticipation of its passage helped drive exceptional returns across risk assets. […]

  • Flash Report November 2017

    Pro-growth fiscal reform was the dominant investment theme in November as the Republican-led tax bill moved to the Senate floor. In response, optimistic investors reset expectations and equity […]

  • Flash Report October 2017

    Global equity markets continue to trade at or near record highs as investors respond to a new and self-reinforcing period of global expansion. Supporting data include positive earnings, low interest […]

  • Flash Report September 2017

    Investors turned their focus in September to strong global growth and earnings data, possible pro-growth fiscal reform in the US that would lower corporate tax rates, and the Fed’s plan to […]

  • Flash Report August 2017

    With gold prices advancing and the US dollar under pressure, investors took gains in US equity markets and accelerated their investing in emerging markets’ stocks. Despite geopolitical concerns […]

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