INNOVATION FROM IDEATION

Our Ideas

The new tax code is designed to spur business activity while eliminating certain accounting practices seen as loopholes. For private equity, new provisions are in effect for both the underlying companies and the funds themselves.

Trusts continue to remain an essential component of a well-crafted #estateplan, for tax and non-tax purposes alike.

Read more for Glenmede's "Top 4 Investment Themes for 2018."

The past two decades have seen dramatic advancements in opportunities to align faith and finance.

Thanks to the huge quantities of data now available about a company’s performance on environmental, social, and corporate governance questions—known collectively as ESG—it’s possible to closely align investments and values while still earning competitive returns.

Read more for Glenmede's "Top 5 Facts to Know About Bitcoin and Cryptocurrencies"

Glenmede, a privately-held and independently owned investment and wealth management firm with $37 billion in assets under management (AUM), is proud to announce that Laura LaRosa, Director of Client Development, is recognized in STEMconnector’s 100 Corporate Women Leaders in STEM publication.

Increasingly, investors are making women’s empowerment a crucial part of their portfolios. Called gender lens investing, this strategy involves incorporating benefits to women and girls into overall analysis and decision-making.

Our Impact and Sustainable Investments team define impact investing and consider why it might work in an irrevocable trust under the Uniform Prudent Investor Act ("UPIA").

Companies with the right products and services benefiting women in both emerging and developed economies allow their customers to enjoy healthier and more economically rewarding lives.

Read more for Glenmede's "Top Five Estate Planning Documents You MUST Keep Updated"

Read more for Glenmede's "Top Five Things to Consider When Selecting a Continuing Care Retirement Community"

The Gift of Philanthropy

November 16, 2017

The Gift of Philanthropy includes excerpts from a recent event featuring Nina Cohen, Glenmede's Director of Endowment and Foundation Advisory, and Bruce DeBoskey, philanthropic strategist and founder of the DeBoskey Group, which discussed philanthropy as an effective means for individuals to affect change in the areas that matter most.