Insights

Our goal is to guide clients through transitions and challenges with the vision and resources they need to succeed. A great place to start is here, in our library of reports, papers and other content.

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The Energy Transition

The energy transition is underway, and it represents a monumental shift in the trajectory of one of the most important business lines in our global society. It also represents a multi-decade opportunity to invest in the businesses which will create the physical infrastructure of the future. We believe a robust framework and capable partners are needed to navigate this transition within both public and private markets and our ESG & Business Quality framework will continue to help us navigate threats and opportunities.

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An Insider View of Upcoming Tax-Law Changes from Former U.S. Elected Officials

Biden’s proposed tax bill would make many changes to income, estate and gift taxes but what exactly will the final bill look like and what will the effective dates be? Get an insider view into the dynamics and hurdles of passing the bill and what changes we may see to the bill before it satisfies Congress. We sat down with Arent Fox’s tax legislation experts and two former members of Congress to explore what the future tax-law changes might look like.

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From Intent to Action: Using Finance to Address Gender-Based Violence

Gender-based violence has enormous costs to the people who endure it, but also to society and the economy.In the U.S. alone, the annual cost of lost productivity due to domestic violence is estimated as $727.8 million, with over 7.9 million paid workdays lost each year. A 2018 report found that the total economic costs to the U.S. economy caused by intimate partner violence were a staggering $3 trillion over the victims’ lifetimes.While efforts focusing on using finance to address gender-based violence are still in the early days and many obstacles remain, there are a number of avenues investors can pursue.We sat down for a conversation with five leading experts to explore tools and opportunities for investors who wish to deploy their capital to bring gender-based violence to an end.

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The Transformative Power of Artificial Intelligence and Machine Learning - A conversation with Matthew Putman

We sat down for a conversation with Matthew Putman, cofounder and CEO of Nanotronics, a science technology company that has redefined factory control through the invention of a platform that combines AI, automation and sophisticated imagining. Matthew shares where AI and ML stand and what’s on the horizon. He discusses various real-life applications, including many that are outside of what we normally think of. He also talks about what we all should know when it comes to AI to maximize its benefits and lessen our concerns.

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Giving Together: Philanthropy and the Next Generation

Unprecedented global developments such as the pandemic, natural disasters and social and financial inequalities have led to rapid growth, advancements and changes in philanthropy. Many families have significantly increased their giving, with rising generations taking on leadership roles contributing their time, talents and resources. From shifting generational values, approaches and priorities, to new models of assessing impact – families are facing big questions that have the power to radically shape the future of philanthropy for good.We sat down for a special conversation with Rena Greifinger, Managing Director of Maverick Collective; Alex Idol, President of the Idol Family Foundation and Founding Member of Maverick Next; and Jill Shipley, Managing Director at Tiedemann Advisors. We discuss the changing role of philanthropy and effective strategies to maximize impact for positive social change. We also explore how families can tackle the world’s biggest challenges by encouraging the confidence, empathy and passions of the rising generations while honoring those that came before.

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Investing to Address Gender-Based Violence

Gender-based violence has enormous costs to the people who endure it, but also to society and the economy. In the U.S. alone, the annual cost of lost productivity due to domestic violence is estimated as $727.8 million, with over 7.9 million paid workdays lost each year. A 2018 report found that the total economic costs to the U.S. economy caused by intimate partner violence were a staggering $3 trillion over the victims’ lifetimes. While efforts focusing on using finance to address gender-based violence are still in the early days and many obstacles remain, there are a number of avenues investors can pursue. Tiedemann Advisors partnered with Criterion Institute, a leading non-profit think tank engaged in research, analysis, and innovation around using finance to create positive social change. With Criterion, we developed a detailed guide on how investors can start moving capital in alignment with ending gender-based violence. Here are some of our recommendations.

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Digital Assets 101 with Yaya Fanusie

We sat down for a conversation with Yaya Fanusie, former CIA analyst and policy expert on cryptocurrency and blockchain technology. Yaya discusses the basics of digital assets to help us better understand how we reached this moment in the new age of digital currencies and the race for the future of money.

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Celebrating Pride at Tiedemann | A letter from Craig Smith

At Tiedemann, we celebrate Pride Month to honor the history, struggles and achievements of the LGBTQ+ community and our LGBTQ+ colleagues. But that only tells part of our story. Read Tiedemann Advisors’ President Craig Smith’s letter on Celebrating Pride at Tiedemann.

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ESG & Business Quality

As a follow up to our recent white paper Quality Never Goes Out Of Style which discussed the critical role that business quality plays in Tiedemann’s investment philosophy, we have created a follow-up piece: ESG and Business Quality. This paper explores how investment analysis that incorporates environmental, social, and governance (“ESG”) factors can enhance our understanding of business quality while also encouraging a shift to a more sustainable economic system. Read more.

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Catalyzing change with your capital with an impact-first approach

Impact investors are increasingly recognizing the power of their capital to catalyze change through new innovations or markets in overlooked and underestimated communities. As the impact investing industry has evolved, so too have the ways in which investors are deploying this capital – where they begin with the question, “What problem are we trying to solve?” and then ask, “What is the appropriate type of capital that will support a solution?” Catalytic capital is intentionally structured to be more patient, risk-tolerant, innovative, or flexible than conventional capital and can be invested across a range of private investment types. These investments prioritize social and environmental impact over financial return, seeking the appropriate return for the desired impact. [...]

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