FOX Global Investment Survey

The annual FOX Global Investment Survey provides in-depth insights about how family offices are investing.  The study serves as a benchmark unlike any other, providing participants with data from their closest family office peers. Topics covered include:
  • Asset allocation
  • Investment Performance by Asset Class
  • Use of Alternative Investments
  • Reliance on Investment Consultants
  • Direct Investing Strategy, Preferences, Sector Expertise


Who Can Participate

All family office members of FOX are invited to participate.  Other prospective members and past members are also invited to participate in order to provide a deeper pool of respondents.  The only way to get a complete report of the results is to participate.  The full report is not available for sale.


How to Participate

FOX members will receive notification of the opening of the survey. If you do not receive instructions, please contact your Relationship Manager. Non-members who would like to participate should email stating that you represent a formal family office and are managing assets in excess of $50 million.


Data Security and Confidentiality
The privacy of survey data shared with FOX is paramount. In addition to a secure online registration process and transport layer security (TLS) encryption, all survey responses are reported in aggregate form only to protect the privacy of respondents. To learn more, please read the FOX Data Security and Confidentiality Statement.