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.
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.
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.
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.
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. [...]
Tiedemann Advisors commemorates Asian American & Pacific Islander (AAPI) Heritage Month which is celebrated in the U.S. throughout the month of May. Perhaps this year more than ever, it is vital to recognize the value, contributions, and continuing struggles of AAPI communities as they experience both significant progress and harmful backsliding in their social well-being. And that which impacts some of us, affects all of us as a community and a nation. [...]
The world is evolving into three separate data governance zones – U.S., Europe and China. Read this article to learn what this means and how it could complicate flows and use of information for many companies and individuals.
The convergence of a shifting international power balance and the digitization of the world economy will have tremendous implications for two of the world’s great powers – China and the United States – as they grapple with evolving, modernized systems. With their “Digital Currency Electronic Payment” (DCEP) program in its early trial stages and growing presence on every continent through their Belt and Road (BRI) and Digital Silk Road Initiatives (DSR), China has showed significant interest in taking over as a world leader in the coming years. The rolling impact of new technologies that revolutionize the global economy from automated supply chains to digital currency lead us to believe that the United States has a lot of work to do to adapt to the coming tide.
On April 8th, 2021, we sat down for a conversation with international foreign policy and digital currency experts on the future of digital currencies and how the United States and its allies plan to work with their respective central banks to usher in a new era of the future money. We explored the opportunities, risks, and future geo-economic implications of central bank backed digital currencies, as well as looked to answer questions like: - What timeframe are U.S. policymakers targeting for rolling out a digital dollar? What are the key logistical hurdles? - Do regulators and central bankers in the U.S. and Europe believe there is a place for digital currencies that are backed by central banks and other non-fiat digital assets like Bitcoin? - Is there a size or “market cap” that Bitcoin could reach or has already reached where regulators decide too much capital would be destroyed by regulating it out of existence?
Tiedemann’s in-house China expert Robert Hormats penned a piece on what the US can do to address the rapidly intensifying technology competition between the US and China. An earlier version of this article was published in The Hill on March 28, 2021.
Navigating the Contemporary Art Market - A guide for families on current trends, opportunities and estate planning strategies in contemporary art
In the past couple of decades, the contemporary art market has seen tremendous growth. Over the next ten years, the art industry is facing a great inflection point with the arrival of a new regulatory framework. In this panel discussion, with art experts Erica Samuels and David Rothschild and Tiedemann Advisors’ wealth planning expert Jim Bertles, we discuss how families should be thinking about the contemporary art market through estate planning strategies, current art market trends, and opportunities moving forward.