Education - 4 min
Many Ivy League universities, like Yale and Harvard, invest their endowments using a strategy that generates consistent long-term income and protects their principal against inflation and market risk through diversification and asset allocation. Dubbed as the “Endowment Model,” this investment strategy has proven effective in creating consistent long-term returns while mitigating risk during geopolitical tensions, market crises, economic downturns, COVID-19, etc.
Jun 3, 2025
Education - 3 min
Private market investments, spanning private equity, private credit, real estate, and infrastructure, have expanded steadily since the Global Financial Crisis.[1] As investors seek new ways to achieve growth and reduce portfolio volatility, the appeal of these markets has continued to rise.While regulation has tightened in public markets, with increased reporting and oversight, private markets have expanded and matured, offering a broader and more diverse range of opportunities. For investors, the key attractions remain consistent: greater diversification, reduced short-term volatility, and the potential for stronger returns.But with growing interest and rising capital inflows, what is driving the stronger performance of private markets and can it be sustained in today’s market environment?
May 29, 2025
Education - 2 min
The importance of retirement planning is gaining unprecedented attention in the GCC and globally. A recent survey by Arabian Gulf Business Insight (AGBI) revealed that 88% of expatriates in the GCC are actively prioritizing retirement savings over other expenses, and 82% consider having sufficient funds for retirement as 'very important'.[1]At the same time, persistent inflation, higher interest rates, and ongoing market volatility are reshaping the retirement planning landscape. Traditional investment models like the 60/40 portfolio are increasingly seen as insufficient to navigate today's uncertainty. In this context, private markets are emerging as an essential instrument for building resilient retirement portfolios and helping ensure long-term wealth preservation.
May 8, 2025
Education - 3 min
The global landscape of financial planning has experienced significant fluctuations in recent years, influenced by global events such as the COVID-19 pandemic. As of June 2022, these trends continue to evolve, reflecting varying levels of interest between saving and investing[1].
May 5, 2025
Education - 2 min
Planning for retirement requires thoughtful preparation to aim for financial stability at every stage of life. Understanding how to set retirement goals by age helps create a clear roadmap for the future. This article explores how to define and achieve your retirement goals, no matter where you are in your financial journey.
Feb 20, 2025
Education - 2 min
The investment community remains divided on whether inflation is transitory or here to stay. In this environment, how can investors hedge against inflation, and what role do wealth managers play in protecting and growing assets?
Oct 14, 2024
Education - 4 min
Private markets investing is playing an increasingly pivotal role on the global stage.
Oct 7, 2024
Education - 4 min
As women gain more control over their financial futures, they are stepping into the spotlight as savvy investors. Traditionally reserved for institutional investors, private market investments now offer women access to exclusive opportunities, helping them grow wealth while achieving financial security. By diversifying into private markets, women can explore asset classes that provide both stability and potential growth.
Oct 2, 2024
Education - 3 min
The terms ‘wealth management’ and ‘asset management’ may seem similar, but there is a significant difference in how wealth managers and asset managers operate. Wealth managers focus on growing your overall wealth through a broad approach, while asset management is just one aspect of wealth management.
Sep 23, 2024