Detecting the real drivers of equity risk today starts with a critical look at traditional portfolio theory. Trading trends in recent years have rattled risk concepts. The retail trading fervor stoked ...

Asset Management and Private Equity has its unique methodologies and goals, making them suitable for different kinds of ...

Data-based benchmarks for private equity sponsors seeking to establish effective incentive equity plans. Vesting terms for incentive equity arrangements of private equity (PE) backed portfolio ...

As organizations embark on a journey toward growth, their equity requirements change. To drive a culture of ownership, companies must build an effective strategy around equity management. Here are a ...

Too often, there is misalignment within organizations between the organizational mission statement, the operational reality, the actions of the board and executive team, and customers’ or stakeholders ...

If you own or manage a company that a private equity firm is looking to acquire, and you plan to stay on after the closing, you’ll likely need to negotiate two key points: rolling over some or all of ...