Identifying the main drivers of long-term change is key to investment success in the 21st century. We believe we are at the beginning of a secular growth phase for the U.S. economy driven largely by the rebalancing of global growth from the developed to the developing world. We focus on the long-term drivers, the macro forces and investment themes at play across industries that are taking us into the next growth cycle.

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Capital Acumen Issue 28

ESG Investing Goes Mainstream, Getting to Know Smart Beta

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Experiences shared and lessons learned from entrepreneurs who successfully sold or transferred their businesses to family members.

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American Farmland, Global Shifts

Smart investors are taking note of the growth in the global grain trade.

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Focus: Exports and Capex Limping

Leading indicators for major overseas markets for U.S. exports are mostly looking up with some noteworthy caveats.

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Innovations like smart phones have changed the way we live. We're always on the lookout for technologies that are potentially disruptive.

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Intelligent Outsourcing

This white paper examines when the outsourced chief investment officer (OCIO) arrangement may be appropriate for an organization.

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The Power of Positive Teaching

Educating children about the responsibilities of wealth can help keep them wealth-smart.

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A circus of conflicting trends, but the outlook remains encouraging.

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Tim McGee, director of macro strategy and research for U.S. Trust, discusses why he believes U.S. and U.K. monetary policies have succeeded while others have failed; why U.S.-led global economic growth should continue; and why these trends are positive for equities generally, and U.S. equities in particular.

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Mitch Drossman, U.S. Trust's national director of wealth planning strategies, discusses the midterm election results, their possible legislative impact, and the implications from a tax-planning perspective.

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Powerful trends are re-shaping the world in once-unimaginable ways. Here's how a group of investment strategies are seeking opportunities amid this astonishing global transformation.

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Heritage Meets Innovation

Four notable entrepreneurs, discussing the challenges and rewards of creating a business.

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Addressing Risk From The Client's Perspective

In this white paper, you'll find out how a broader understanding of risk helps guard against potential portfolio losses.

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The Endowment Challenge

This white paper discusses the challenges and opportunities nonprofit organizations face in a changing market environment.

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The Strength of an Outsourced CIO Function

For over 150 years, institutions have relied on U.S. Trust to manage the day-to-day complexity of the CIO role.

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2014 U.S. Trust Insights on Wealth and Worth®

Our survey of high-net-worth Americans provides a new, in-depth look at the structurally diverse modern American family.

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Five major forces of global change and a portfolio designed to capture long-term growth.

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Values Based Investing

Matching your portfolio with your belief in a better world.

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101 Things Every Investor Should Know

A new book making sense of the global economy and providing a few clues as to where we might be headed.

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A Webinar Series Focused on Women

Visit our three-part webinar series which focuses on The Power of a Gender Lens, Women and Philanthropy and Socially Innovative Investing.

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Socially Innovative Investing

U.S. Trust has developed a multi-dimension security selection process to uncover companies that meet our rigorous financial review and excel at corporate social responsibility.

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Fixed-Income Investing in a Rising Rate Environment

A shift in management strategies can help lower the risk of negative returns.

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Specialty Asset Management

Our Specialty Asset Management team can work with your portfolio manager and wealth strategist to integrate these real assets into your overall plan and portfolio.

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Transitioning America's Farmland

It's clear that over the next decade or so, much of America's farmland — now held or farmed by an aging generation — will need to be transitioned.

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From Best Practices to Next Practices

In search of long-term and sustained philanthropic impact.

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Fine Art Lending

Care and management of this asset requires the knowledge of qualified specialists to help you make informed choices that fit into your overall wealth management strategy.

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Making Specialty Asset Gifts Work for Your Organization

Without the proper planning, accepting gifts of real assets today can lead to unexpected and potentially costly consequences. Are you prepared?

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Women and Girls Equality Strategy

By applying a gender lens, investors can align their portfolios with the goal of supporting gender equality while seeking a market rate of return.

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The more successful and established entrepreneurs become, the more likely they are to want a more formal mechanism for giving.

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Investing for Nonprofits & Public Charities

When it comes to investing, charities, foundations and other nonprofit organizations share some basic objectives with most other prudent investors.

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Family Wealth Services

Our comprehensive, values-based approach to meeting the wealth management needs of our clients and their families.

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The ElderCare Planning Program

We are committed to addressing the wealth management needs of our clients and their aging families.

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Personalized Banking and Credit

Your banking and credit needs deserve the same level of expertise as your investments.

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Customized Aviation Financing

Developing a financing strategy for your aircraft.

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Financial Empowerment

Prepare your children for the important financial opportunities that lie ahead.

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Financing a special and unique asset.

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Tax and Other Special Rules

Because unique attributes distinguish nonfinancial assets, they may offer you valuable financial benefits while often also providing personal benefits.

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