2019 FOX Global Investment Survey Highlights

Overview

One of the most valuable benefits of FOX membership is the peer perspective gleaned by participating in FOX surveys. FOX's Kristi Kuechler, Managing Director of the Investor Market, joined us to provide highlights of what we learned in the 2019 Global Investment Survey. She guided us through the survey results, including sharing family offices' allocations and 2018 performance, explore some of the newer ways that families are approaching constructing their investment portfolios, discuss more about the trend around values-aligned investing, and dive deeper as to how families are investing directly in operating businesses and real estate.


Date Published: Wednesday, April 10, 2019

Speaker

Kristi Kuechler, Managing Director, Investor Market and Paulina Cromwell, CFA, Product Manager – Family Office Exchange

This webinar recording is available to FOX members and is available for purchase by FOX Public Network Guests.