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Wharton Has a Class for the HNW Investor

The Wharton School of Business offers a class for high-net-worth investors, TrueValue Labs creates artificial intelligence for ESG ratings, and peer-to-peer learning network TIGER 21 announces its first St. Louis group.

The Wharton School of Business offers a weeklong class of investment advice to wealthy business owners and families, the Philadelphia Inquirer reports. The class, which costs $10,500, is led by Charlotte Beyer, the founder of the Institute for Private Investors and author of Wealth Management Unwrapped. Beyer, along with other Wharton faculty, teach sessions on portfolio management; benchmarking; international diversification; alternative investments, including hedge funds and real estate; and stocks and bonds. The class is offered twice a year—once on Wharton's Philadelphia campus and also at the San Francisco campus. There is also a separate program for financial advisors. Since its inception in 1999, the class has enrolled over 1,000 high-net-worth investors.

TruValue Labs Brings AI to ESG Ratings

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TruValue Labs is hoping that artificial intelligence can help its new ESG Momentum score stand out in an increasingly crowded market for environmental, social and corporate governance research and ratings. The company claims that unlike other scores, which rely on self-reported data from companies, TruValue Labs will analyze unstructured data from other sources to account for more than just what companies disclose. TruValue Labs said the ESG Momentum score will be updated on a continuous basis rather than annually. The company will go up against other providers of ESG research and ratings, such as Sustainalytics, which recently received a substantial investment from Morningstar.

TIGER 21 Coming to St. Louis

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TIGER 21, a peer-to-peer learning network for high-net-worth individuals, announced yesterday it expanded its network with the recent launch of its first St. Louis group. It is the HNW networking group’s 51st launch to date, and will be chaired by Robert Tynes, managing director at registered investment advisory firm Gratry & Company and former wealth manager at J.P.Morgan. TIGER 21 members buy into a private network of HNW families, many of them entrepreneurs across North America and London, for networking events and educational sessions around estate-planning, investment-strategies, wealth-preservation and family-governance issues. TIGER 21 currently has more than 500 members who collectively manage approximately $51 billion in assets.

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