2019 FOX Survey on Values-Aligned Investing

May 2019

The 2019 FOX Survey on Values-Aligned Investing was completed alongside our annual Global Investment Survey. There has been a fundamental shift in how families of wealth view capital deployment and this research brings new insights regarding values-aligned investing.

This report highlights investor profiles for the 98 members who completed this survey and how these characteristics relate to their involvement with values-aligned investments, insights about how some of the world’s leading investors are deploying capital into these strategies, and ​roadblocks that those developing an interest in this subject must overcome before actually deploying capital, and the challenges and opportunities identified for moving forward.​

This document is available to FOX Members only.