Client Focus - Winter 2017

Inside this issue:

The CEO’s Perspective: A Year of Change
Sustainable Investing: A Rising Profile for a Brave New World
Global Market Outlook: Global Market Watch for 2017
Client Profile: Michigan Foundation Leads Way on Great Lakes
Client Service: Dual Tax Reporting for 2016

A Year of Change
The first three months of 2017 are continuing on a path of change and uncertainty similar to what we saw in 2016. More

A Rising Profile for a Brave New World
The last decade has seen big growth in sustainable investing (SI), an approach driven by greater awareness of the role companies play in environmental and social problems—and solutions. More

Global Market Watch for 2017: Inflation Rising
William Blair analysts first presented their 2017 Global Market Outlook in Chicago in November. Follow-up presentations were given in London and Zurich in February. More

Michigan Foundation Leads Way on Great Lakes
For 50 years the Wege Foundation has supported the environment, education, arts and culture, human services, and healthcare. More

Dual Tax Reporting for 2016
As a result of William Blair’s transition last year to National Financial Services LLC (NFS) for custody and clearing services, you may have received two 2016 tax forms. You will need both in preparing your federal and state income tax returns. More

On the Move: Chicago’s New Headquarters

Beginning in June, we are moving our Chicago headquarters to 150 North Riverside Plaza. Built alongside the Chicago River, our new headquarters are energy-efficient and close to transportation. The offices were designed to encourage collaboration and we look forward to meeting with you in our new space this summer and beyond.

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