Whitepaper: The Importance of GIPS Compliance
Prudent investment management requires selecting managers who uphold the highest standards of transparency, ethical responsibility, and performance integrity.
The US National Debt: History and Impact of Budget Deficits
The United States Census estimated the US population to 337,194,721 individuals as of September 30, 2024.
Investment Policy Statements for California Entities: Updates for 2024 Policies
While mirroring CGC as closely as possible is ideal, it is a common practice for local governments to adopt investment policies more restrictive than CGC by incorporating industry best practices and recommendations offered by California Debt and Investment Advisory Commission (CDIAC), Government Finance Officers Association (GFOA), Association of Public Treasurers (APT) and California Municipal Treasurers Association (CMTA). The IPS should not only include specific language within CGC guidelines, but also reflect risk tolerance levels and values of your entity.
The US Labor Market
The US Bureau of Labor Statistics (or BLS) is charged with compiling employment data. We will briefly cover some of the main components that feature in this paper. The labor force is defined as the number of people aged 16 years and older both employed and unemployed.
Modern Monetary Inflation
As a thought experiment, one could ponder what would happen if a modern-day tycoon, such as Elon Musk, decided to liquidate all his assets and distribute his fortune equally to everyone.
Tightening Monetary Policy and Risk Management Considerations
The novel coronavirus pandemic that spread across the globe beginning in late 2019 and early 2020 presented nations with a crisis that threatened both the health of populations, as well as the vitality of national economies. As the pandemic spread, negative economic impacts resulting from pandemic mitigation measures were felt at a speed and scope not seen before.
Central Banks to the Rescue
The novel coronavirus pandemic that spread across the globe beginning in late 2019 and early 2020 presented nations with a crisis that threatened both the health of populations, as well as the vitality of national economies. As the pandemic spread, negative economic impacts resulting from pandemic mitigation measures were felt at a speed and scope not seen before.
Evaluating Proposals for Investment Advisory Services
Selecting the right Registered Investment Adviser (“RIA”) to manage your assets is one of the most important decisions you make as a financial professional. You need to make sure to ask the right questions and request the appropriate level of supporting documentation to make the most informed decision. The questionnaire as a primary reference point for these evaluations is known as a Request for Proposal (“RFP”).
Section 115 Trust Considerations for Public Agencies for Funding OPEB Obligations
Section 115 Trusts – Considerations for Public Agencies for Funding OPEB Obligations
Qualified Institutional Buyer (QIB): What Is It and How Has It Changed?
You may be thinking to yourself “what is a Qualified Institutional Buyer (QIB), and why may it be relevant to me?” Well, I would like to answer those two questions in the most colorful way possible: first giving you some quick notes on the history of the Act within which the definition of a QIB […]