Investment Strategies | Ascent Resources & Insights

What is values-based investing – and how can it fit into your philanthropic plan?

Families and individuals with significant wealth are increasingly choosing to align their investment strategies with their personal values and beliefs.

Investing in private markets

Private market investing could offer benefits to savvy and risk-aware accredited investors. Here’s an overview of how to invest in private equity for diversification.

Exchange funds: Benefits and risks for diversifying concentrated stock positions

For qualifying investors with concentrated stock positions, exchange funds may provide the right combination of diversification, long-term returns and tax benefits.

Thematic investing: One eye on the future

For patient, long-term investors, thematic investing can be a way to benefit from the megatrends that are shaping the global economy of the future.

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The information provided represents the opinion of U.S. Bank and is not intended to be a forecast of future events or guarantee of future results. It is not intended to provide specific investment advice and should not be construed as an offering of securities or recommendation to invest. Not for use as a primary basis of investment decisions. Not to be construed to meet the needs of any particular investor. Not a representation or solicitation or an offer to sell/buy any security. Investors should consult with their investment professional for advice concerning their particular situation.

U.S. Bank and its representatives do not provide tax or legal advice. Your tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

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Ascent insightsInvestment strategies

Perspectives on markets and investing

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