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The IPI Report

Compiling the best insights and thinking of the past twelve month


Published annually, The IPI Report compiles the most meaningful material presented at events throughout the year and serves as a valuable resource guide for members.  The 2012 IPI Report, also available in digital format, contains the following articles:

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Chapter 1: Demographics, Debt and Destiny

The Market and Macro Outlook in 3D: Deleveraging, Demographics, Deflation

Equities – The Best House in a Good or Bad Neighborhood

Resolved: Paper Currencies Have Had Their Day

Global Aging: A Tale of Two Meltdowns

What Have We Learned from the Great Recession?: Inside the Electronic Community - Excerpts of a dialogue from the private investor listserv

Preparing for the Worst: Impact of Inflation and Deflation on Asset Class Returns

 

Chapter 2: What I Wish I Knew When I Started Investing

What I Wish I Knew When I Started Investing

Total Return Redefined: Using a Family Wealth Scorecard To Evaluate Return

Due Diligence Reality Show: How I Picked My Trusted Advisor

Both Sides Now Survey Results

Reading Between the Lines: Private Placement Memoranda and Fund Financial Statements

Illiquidity Premia: Inside the Electronic Community - Excerpts of a dialogue from the private investor listserv

Lessons Learned (Some the Hard Way!) Survey Results

 

Chapter 3: Investment Themes

Family Performance Tracking® 2010 Survey Results

A Portfolio Without Hedge Funds: Inside the Electronic Community - Excerpts of a dialogue from the private investor listserv

Perils of Managing to the Tail Risk

The Challenges of Investing in Commodities

The Perils of Fixed Income

Minefields in the Municipal Bond Market: Risks and Opportunities

Investing in Climate Change: Challenges and Opportunities

The Competition for Consumption of Oil and Its Impact on the Global Economy


Chapter 4: The “New” Global Village

Moving Out on the Yield Curve: Managing Cash and Short Term Fixed Income

Lowering Expectations But Going Global Survey Results

Investing in Africa: Demographic Tail Winds and a Story of Growth

Seeking Opportunities in Asia

Frontier Markets: Overlooked Opportunity?

Emerging Market Debt: Opportunity or Bond Bubble?

Cayman Islands Registration vs. U.S. Jurisdiction: Inside the Electronic Community - Excerpts of a dialogue from the private investor listserv


Chapter 5: Family Office 

The Nuts and Bolts of Wealth Management Survey Results

Outsourcing Investment Management – What Would It Take?: Inside the Electronic Community - Excerpts of a dialogue from the private investor listserv

Making Material Changes Within the Family Office

Single-Family Offices: Evolution or Extinction?

Family Members Working in the Family Office

2011 Family Office Compensation Survey Results

Performance Reports: What Families Need To Know

Privacy Matters: Social Media, Risk and Reward

How Does Health Care Reform Impact Affluent Families?

 

Chapter 6: All in the Family

Preparing the Next Generation Survey Results

Beyond the Family Bank: Putting Wealth to Good Use to Assist the Next Generation

Is the Family Business Right for Me?

Personal Finance for the Next Generation

Battle of the Generations

Nurturing Resilience in the Family

Leadership: A Prescription for Building Next Generation Capacity in Wealthy Families

New Foundation: Inside the Electronic Community - Excerpts of a dialogue from the private investor listserv