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.
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.
SaaS-tainable Investments | Why software and cloud computing are growing sources of quality companies
In an increasingly digitized and connected world, software is a key enabler of products and services. Many of Tiedemann’s investment managers believe software offers one of the best structural growth opportunities globally. The software sector is a growing source of quality companies, and software businesses have many attractive quality characteristics.
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.
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.
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.
Bitcoin prices have surged this year. The sharp rise in investor interest for the digital currency that is often referred to as Digital Gold can be ascribed to the sentiment many investors have that Bitcoin can act as a store of value given its fixed supply, a medium of exchange, and an alternative asset for diversified portfolios.
For those navigating estate and tax planning as Biden takes office, keep the entire picture in mind. Read this piece on potential tax legislation changes and steps individuals can take now to alleviate some of the guesswork and start the year strong.
The year 2020 delivered a crossroads of crises that begged the question for many who are fortunate enough to ask: What more can I do to help? At Tiedemann Advisors, we have facilitated more conversations with clients and their families who felt compelled to start—or increase—their philanthropic efforts this year compared to years prior. In particular, we saw increased interest to improve access to affordable housing across the nation as demand soared due to the pandemic. Families worked with nonprofits to both increase the supply of quality homes as well as advance racial equity and promote upward mobility in this long-segregated market. For those looking to make a positive impact, whether that’s directed at relief for those affected by Covid-19, social justice initiatives, or companies combatting climate change, here are a few considerations.
Diversity, Equity & Inclusion initiatives, as well as impact investing through an Equity Lens, have taken a true foothold in firms advising U.S. clients. Investors are increasingly seeking ways to align financial returns with more equitable economic prosperity. However, portfolio construction that enacts long-term systemic change is not as simple as picking funds across asset classes. Learn how Tiedemann views these issues in this piece written by Tiedemann’s Impact Investing Co-Head Jennifer Ayer.