This content is from: Portfolio Private Equity Exits Increasingly Hinge on ESG Eighty percent of fund managers now see ESG questions integrated into the due diligence questionnaires for portfolio company exits, according to a new survey. By Grace Chung January 25, 2023
This content is from: Portfolio Another ETF Offers a Tax Break Exchange-traded funds that invest in MLPs offer tax breaks as well as substantial yields. But notes may offer an even better break, along, however, with bank credit risk. By Maureen Nevin Duffy April 04, 2012
This content is from: Portfolio How the End of Rate Hikes Could Set the Stage for Preferred Securities Preferreds have delivered double-digit returns in six out of seven years following a negative total return, according to Cohen & Steers. By Hannah Zhang December 12, 2022
Rich, offshore, taxable? Now that lucrative tax break may be endangered by legislation moving through Congress. August 31, 2002
This content is from: Portfolio GOP Tax Reform to Propel Small-Cap Stocks The lower corporate tax rate will prompt asset managers to shift money to smaller companies from large-cap stocks, says Clearbrook Capital’s CIO. By Alicia McElhaney September 27, 2017
This content is from: Corner Office Ray Dalio’s Tax Reform Bets: Florida, Nevada, Arizona The Bridgewater Associates founder argued that proposed tax changes would have polarizing effects, benefiting some states above others. By Alicia McElhaney December 05, 2017
