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Research

The complexities of creation, management and intergenerational transfer of wealth is a topic not adequately studied or taught in most business schools. Merage School faculty members are highly recognized for their expertise in portfolio management techniques and risk analysis as well as their careful analysis and critique of existing practices. The Center provides the impetus for discussion and study of critical industry issues – a hub of activity, research, networking and application for a vital international industry.

Investment and wealth management issues include: financial institutions, portfolio management strategies (needs analysis, risk profiling and investment advice), insurance, real estate and financial planning (inheritance and trust management, fiduciary services), and tax advice.