White Papers
Atlantic Trust White Papers
Atlantic Trust white papers provide information on popular topics in investment and wealth strategies relevant to the needs and concerns of investors.
Please see a description of available white papers below. Some are available here and others by request through our inquiry form.
Popular Topics in Investment Management
- Atlantic Trust's 2009 Outlook: Stimulus, Strategy and Stability - Our investment experts and wealth strategists provide analysis of major themes affecting the global economy and financial markets, as well as insights on how these themes are affecting our strategy.
- Investment Case for Exchange Funds
One of the primary lessons in managing one's investments is that diversifying your asset base is paramount in order to decrease the risk inherent in individual securities...
- Mid-Cap Growth Opportunity - As investors cautiously look ahead to 2009 and 2010 for signs of economic stability and eventual market appreciation, mid-cap growth companies offer a particularly attractive segment of the U.S. equity market...
- Prospects for Oil and Gas Investment - Increased competition, falling commodity prices, and greater economic uncertainty increase the risk for investment in energy...
- Socially Responsible Investing
Empirical research suggests that asset allocation is the primary determinant of a portfolio's returns over time. As such, we at Atlantic Trust commit significant resources to establishing the proper allocation for our clients...
Popular Topics in Wealth Strategies
To request a white paper not available here please send an inquiry.
- Basic Estate and Gift Planning
The heart of every estate plan is providing for those you love. That means not only distributing the assets accumulated during your lifetime, but...
- Choosing a Trustee
Trusts are extremely flexible tools that can serve a variety of estate- and tax-planning goals. But how well they succeed depends...
- Choosing Trust Situs to Meet Client Objectives
When creating an estate planning structure to meet a client's needs, advisors often consider the advantages that jurisdictional choices can offer in selecting trust situs.
- Disciplined Equity Strategy
Now entering its seventh year, achieving a $1 billion-under-management milestone and launching a fund on the Invesco Aim mutual fund platform, the Atlantic Trust Equity Income strategy has a new name: the Disciplined Equity Strategy...
- Estate Planning with Retirement Assets
For clients with large retirement accounts who want to pass those assets to heirs, there is good news and bad news.
- Funding Education for Children and Grandchildren
For many parents, education is the single largest expense of raising a child. That makes financial planning for this expenditure crucial-not only for the parents themselves...
- Grantor Trust Can Give Your Estate a Boost
One of the best ways to trim estate taxes is to reduce your net worth by making lifetime transfers to family members. But even clients who are comfortable with that idea...
- Lifetime of Charitable Gifts
You do not have to be Warren Buffet to benefit from making lifetime gifts to charity. The announcement, in 2006, that the legendary investor and philanthropist would...
- Moving to Florida
Sun, sand, and the beach might be enough to lure you to move to the Sunshine state. Add in no state income tax, state estate tax and the recent repeal of the Florida...
- To Roth or Not to Roth Your Retirement Account
From an income tax perspective, traditional retirement accounts can be a mixed blessing.
- Trustee's Delicate Balance
Trusts that pay income to current beneficiaries and preserve principal for future beneficiaries can create conflicts between their respective interests.
- What Ever Happened to Estate Tax Reform? - As the fantasy repeal of the estate tax quickly approaches in 2010, you may wonder, “Whatever happened to estate tax reform?” To answer that question, it is important to consider the rules and events that have made the reform process painfully slow, if not seemingly impossible.
For additional information, visit Investment Management and Wealth Advisory Services, or you may contact us directly.
