Note · 3 min read
The World Is Not Static
The Earth operates on longer cycles than we do. Deserts expand and recede. Seas disappear and return. Even Polaris is temporary. Stewardship demands we plan accordingly.
Domain
Stewardship
What it means to hold something in trust — family offices, governance, long horizons and the discipline of not optimising for this quarter.
Why Most Family Offices Should Fail (And How to Build the Rare Exception)
Marc O. DinesFamily Offices,Investment,Learnings,SustainabilityLife Perspectives,Stewardship
Why Most Family Offices Should Fail (And How to Build the Rare Exception) “Adversity is sometimes hard upon a man, but for one man who can stand prosperity, there are a hundred that will stand adversity“ Thomas Carlyle, Scottish historian and philosopher (1795-1881) Unfinished portrait of Thomas Carlyle by John Everett Millais (1877). Source: National […]
Bespoke Conformity
Brett S. ChappellAlternatives,Family OfficesAsset Management,Behavioral Finance,Hipster Effect
Finance has its own version of the hipster effect: everybody wants differentiated insight, yet many end up sounding remarkably alike. A strange story about mistaken identity becomes an unexpectedly useful metaphor for modern investment culture.
SFDR 2.0 and the Repricing of Sustainability
Brett S. ChappellInvestment,Learnings,SustainabilityAsset Management,Capital Allocation,Corporate Issuers,Debt Capital Markets,ESG Investing,Fixed Income,Long-Term Investing,Market Structure,SFDR,Stewardship,Sustainable Bonds,Sustainable Finance,Transition Finance
Europe has simplified the rules. The question is whether capital will follow credibility instead of labels. A Reset in Market Signals Europe is rewriting how sustainability shows up in financial products. Article 8 and 9 labels are being retired. Three new categories take their place: Sustainable, Transition, and ESG Basics. The stated goal is clarity, […]