Quarterly Investment Perspective: Balanced Measures (January 2012)
In this issue, Chief Investment Officer Marc D. Stern revisits the key developments that drove our 2011 results and explains the four major themes we expect to play out in the year ahead. We also take an in-depth look into each of our portfolios, discussing performance, current investment strategies, and which developments our portfolio managers will be watching most closely throughout 2012.
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Asset Allocation: Adjusting Our Cash Reserve (January 19, 2012)
In this update, we describe our current outlook and explain our decision to reallocate our cash reserve.
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Investment Management Conference Call and Webcast Replay: State of Affairs
(January 18, 2012)
After reviewing 2011 performance, Chief Investment Officer Marc D. Stern and Director of Investment Strategies Peter J. Langas discussed the issues shaping our global outlook and investment strategies. A question-and-answer session followed.
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A Matter of Trust
One of the most important decisions families make in developing their legacy plans is choosing the right individual or institution to carry out the fiduciary duties.Learn more about some of the considerations in selecting a trustee and executor.
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Tax Update: Highlights of Recent New York State Tax Reform (January 2012)
New York State recently passed a tax reform bill that restructured the state’s income tax brackets for the next three years. In this Tax Update, we discuss the implications of the new legislation.
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Market Update: Deficit Panel Fails (November 2011)
On Monday, the 12-member Congressional committee tasked with finding $1.5 trillion in deficit cuts over the next decade announced it would fail to reach an agreement before its November 23 deadline. In this Market Update, we discuss what the deal’s collapse means for markets and describe how we are positioning our portfolios in today’s environment.
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Market Update: Developments in Europe and the U.S. (October 2011)
This week, two key events unfolded: European policymakers reached a deal to stem the euro-zone debt crisis and the U.S. economy reported 2.5% growth for the third quarter. In this Market Update, we discuss our perspectives on these developments and describe how we are positioning our portfolios in today’s environment.
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Quarterly Investment Perspective: Weighing Risks (October 2011)
In this issue Chief Investment Officer Marc D. Stern explains why the global economy has faltered in recent months and assesses the outlook for investors going forward. Five senior investment professionals discuss what market fluctuations mean for investors and how Bessemer has positioned its portfolios to mitigate the ups and downs that clients experience.
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Investment Management Webcast Replay: Sorting Out the News (October 19, 2011)
Chief Investment Officer Marc D. Stern and Director of Investment Strategies Peter J. Langas hosted a conference call and webcast to discuss our viewpoint on the top issues making headlines – from slowing global economic growth and policy decisions in the U.S. and Europe to volatile financial markets. They also discussed our current investment strategies. A question-and-answer session followed.
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Tax Update: The Super Committee: Last, Best Chance for Tax Reform?
(October 13, 2011)
In August, legislators tasked 12 members of Congress with finding a way to slash the federal budget deficit by $1.5 trillion. In this Tax Update, we describe the road ahead for the so-called “Super Committee” — and what their recommendations might mean for taxpayers.
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Market Update: Confidence Wanes (September 23, 2011)
The world’s confidence in trusted institutions has recently been shaken, creating challenges for the global economy and the capital markets. In this Market Update, we discuss our outlook and portfolio positioning.
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Perspectives on Wealth Management (September 2011)
In this issue, we address intra-family loans and ways to avoid common hazards, the importance of credit scores, and methods to improve online privacy.
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Hurricane Preparedness (August 26, 2011)
As Hurricane Irene approaches the eastern coast of the U.S., we thought it might be helpful to offer a checklist of precautionary steps that clients can take to prepare for this and other future storms.
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A Letter to Clients: Maintaining Perspective (August 9, 2011)
Chief Investment Officer Marc D. Stern examines the roots of recent market volatility and discusses how Bessemer’s portfolios are positioned for the period ahead.
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Market Update: U.S. Downgrade (August 7, 2011)
Standard and Poor’s decision to lower the credit rating of U.S. government bonds one notch to AA+ is a bitter pill. In this Market Update, we offer our perspectives on the likely consequences.
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Market Update: A Question of Confidence (August 4, 2011)
A steep drop in global stock markets in recent weeks has shaken investors and reinforced economic uncertainty. In this Market Update, we take a closer look at the forces moving markets and discuss how we have positioned portfolios in today's environment.
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Bessemer Trust's 2010 Annual Report
As an investment manager, Bessemer Trust pays attention to many things: global economic growth, inflation, geopolitical events, company earnings, valuations, and more. As a wealth advisor, we focus on one consideration: our clients. The individuals and families we serve have varying goals and needs, reflecting the intensely personal nature of wealth. Our thoughtful attention to what matters to each client is the foundation of the firm’s success.
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