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What is an Investment Policy Statement (IPS)? Investment Policy Statements (IPS) are written directives provided by investors to their investment managers that defines the objectives, policies, and guidelines governing the management and oversight of their portfolio. An IPS serves as an essential tool in dictating how an investor’s portfolio should

Commentary The venture debt markets got off to a historically tepid start in 2023 and continued to slow its pace through Q2. According to Pitchbook, total funding was down another 15% from the prior quarter and dropped more than 67% from the same period in 2022. As we review debt

Cash investors looking to incorporate ESG face an interesting dilemma: Can you invest in oil majors while claiming to be an ESG investor? The answer may surprise you. Part 1: A Recent History of Energy The prominence of ESG investing has increased significantly in recent years, and nowhere has its

Macroeconomic Conditions The post-pandemic economy has had to contend with a rarely seen number of short-term disruptions and fundamental shifts to which it has mostly taken in stride. So far, we have avoided a widely broadcast recession, helped initially by huge amounts of pandemic related financial aid, and followed by

Following the collapse of Silicon Valley Bank, Signature Bank, and the sale of First Republic, there's been an increasing interest by regulators to reform the US deposit insurance scheme to fully protect the banking system from future bank runs. The Perfect Storm for Bank Runs  Panic among deposit holders lit