articles-hero

Articles

TWR vs IRR

Education - 2 min

Time-Weighted Rate Of Return (TWR) Vs. Internal Rate Of Return (IRR) Vs. Money-Weighted Rate Of Return (MWR)

No single investment metric captures the entire story or context of historical performance. It is therefore no surprise that investors and wealth managers have long debated the most suitable metrics to monitor investment performance. Depending on the investment strategy and asset class, the invested capital may be paid upfront or staggered over time, while the return is usually a combination of the periodic income from the investment and the capital gain upon its sale. The performance metrics to measure the return on invested capital are countless and provide different results.

Jun 25, 2025

Unlocking Wealth for All Banner

Education - 4 min

Unlocking Wealth for All: How Private Markets Democratize Retirement Planning

The MENA region is home to one of the world’s largest youth populations, with over half of its residents under the age of 25.[1] As these young professionals step into the workforce, they face an economic environment that is more dynamic and more uncertain than ever before. For many, retirement may feel like a distant concern, but starting early is the single most powerful move toward lasting financial security.In an era of inflation, volatile markets, and rising life expectancies, traditional savings and 60/40 stock-bond strategies may no longer be sufficient. Private markets offer a compelling alternative for building long-term retirement wealth, especially when accessed early.

Jun 19, 2025

Endowment Model: Explained

Education - 4 min

Endowment Model: Explained

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

Beyond Illiquidity Banner

Education - 3 min

Beyond Illiquidity: The Real Drivers Behind Private Market Outperformance

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

Banner Image

Education - 2 min

Redefining Retirement: Why Private Markets Are the Future of Wealth Preservation

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

Saving Vs Investing
Retirement Goals by Age: Benchmarks and Strategies for Financial Success

Education - 2 min

Retirement Goals by Age: Benchmarks and Strategies for Financial Success

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

Protecting Wealth From Inflation

Education - 2 min

Protecting Wealth From Inflation

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

Article banner

Education - 4 min

Private Markets: Why and How

Private markets investing is playing an increasingly pivotal role on the global stage.

Oct 7, 2024