Publications

Recent White Papers

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White Papers – Greycourt independent investment advisory firm

  • 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 […]

  • 55: Yale Versus Norway

    Most investors are well aware of the exceptional track record compiled by Yale University under the leadership of CIO David Swensen. But we suspect that far fewer investors are familiar with the […]

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Recent Flash Reports

Flash Reports – Greycourt independent investment advisory firm

  • Flash Report January 2017

    Proposed pro-growth fiscal policies, including changes to corporate tax rates and a reduced regulatory burden, dominated investor focus during the first four weeks of the new year. Post-election […]

  • Flash Report December 2016

    Investors continued to price in expectations of stronger growth and rising inflation after the US presidential election in November. US growth data showed its largest increase in two years while […]

  • Flash Report November 2016

    The surprise election of Donald Trump dominated market performance in November. Investors with dry powder moved quickly to express their views regarding expected growth and inflation. Expectations of […]

  • October 2016 Flash Report

    Stocks, bonds, and commodities fell broadly in October as the US dollar strengthened. Higher bond yields and a stronger dollar would normally predict rebounding growth and inflation; unfortunately, […]

  • September 2016 Flash Report

    Growth, discount rates, and oil prices drove asset returns in September. The final revision of 2Q US GDP came in at 1.4%, certainly reflecting anemic growth but importantly not predicting recession. […]

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