Wealth
Strategy
Navigating the complexities of ESG investing
The events of the past year have been a catalyst for demand for ESG investments, and as a result, there has been a corresponding growth in funds being allocated under these...
Three ways alternatives can enhance portfolios
The fundamental investment objectives of managing risk, generating income and driving returns have not changed, but ways to achieve them have. The traditional asset allocation...
Alternatives – A tool for the times
Research paper examining the unique and varied characteristics of the alternatives universe and their potential to reduce overall portfolio risk through diversification, generating income, and maximising returns.
Total Portfolio Approach
Adapting portfolio construction to a different investment landscape. Lipman Burgon & Partners is taking a new approach.