Charles B. Grace III, Managing Director and Amy Hart Clyne, Executive Director – Family Office Exchange
Wednesday, April 8, 2015
Benchmarking is critical to a multi-faceted investment strategy, not only to measure the impact of return characteristics, but also to determine the strategy’s effectiveness as compared to other family and industry leaders.
This annual FOX survey of investor attitudes and behaviors provides readers with peer perspective on a wide range of topics including – Economic Outlook, Investment Objectives and Time Horizon, Asset Allocation and Performance, Use of Investment Professionals and Committees, Reliance on Alternati
Since their introduction only two decades ago, Exchange-Traded Funds (ETFs) have been undeniably successful. Growing far beyond their initial function of tracking large liquid indices in developed markets, ETFs now hold over $2.6 trillion of assets globally.