Articles

For nearly fifteen years I’ve been writing so-called “white papers” on a variety of investment topics. I also periodically write articles for publication in investment journals. The most popular of those articles and white papers have been collected on the Greycourt website. Listed below are some of the popular papers, with brief descriptions of each topic.

White Papers – Greycourt independent investment advisory firm

  • 62: Quantifying the Value of Tax-Aware Decision Making

    Investment advisors to ultra-high net worth clients often trumpet their skills at manager selection and tactical asset allocation, however, what gets much less attention is the value that can be generated by thoughtful tax-aware investment decision making. What are some common strategies used to optimize after-tax returns and exactly how valuable are they to a […]

  • 61: Should You Be Worried About Liquidity in the Markets?

    How concerned should you be about market liquidity? What sectors of the markets would be most affected in a liquidity crisis and how might such a crisis begin? Is contagion to other market sectors a real concern? These are important questions for investors, however their portfolios are currently deployed. Download the white paper here » […]

  • 60: How Wealth Advisors Add Value

    Since the Financial Crisis, investor confidence in their advisors has plummeted. Clients are wondering exactly what it is that advisors are doing for them and how to measure how well they are doing it. In this white paper, Greycourt outlines in detail the types of advice wealth advisors should be giving, and how clients can […]

  • 59: The Last, Best Tax Shelter Ever?

    As tax rates on high income taxpayers have risen – and are expected to continue to rise – families have begun to dust off a long-neglected tax shelter: investing via insurance dedicated funds, or IDFs. The use of private placement variable annuities and private placement life insurance, in both onshore and offshore varieties, has risen […]

  • 40: Private Equity Investing (Revised 2014)

    Once an investor decides to allocate capital to private equity, the first question is: “How should I go about it?” Properly structured, private equity can be the most rewarding sector of an investment portfolio. Unfortunately, most investors in private equity don’t earn returns anywhere near what they need to compensate for the risks they have […]