Asset Allocation

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2024 FOX Foresight: Investing in an Age of Change
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Investors are processing more data more rapidly than ever. For family offices, sticking to their principles and investing within a risk-adjusted framework has never been more important. With a greater number of opportunities, success will require families to reflect upon what has and has not worked, clarify the sectors or strategies where they have a differentiated, competitive advantage, and recognize more patience and thoughtful decision-making is required.

No Surprises: Managing Risk in Family Portfolios
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Creating portfolios that are customized to a family’s unique investment goals and risk tolerance requires ingenuity and flexible thinking. However, the execution of risk management should be more systematic. Ultimately, the effective investors employ a risk management framework that accounts for potential risk at every stage of the investment process—one that considers four crucial components: strategic risk, implementation risk, portfolio monitoring, and communication.

Q3 2023 Summary – Time Capital: The Ultimate Liquid Asset
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In our first two quarterly write-ups this year, we explored on two familiar forms of family capital. Miguel López de Silanes Gómez addressed areas of focus for the financial capital of family enterprises in our Q1 Summary entitled From “Polycrisis” to “Polyopportunities”: Investment Highlights from FOX Members.

Asset Allocation: Your Biggest Investment Decision
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Building and managing a portfolio is a continual process that involves numerous decisions. But none of those decisions is more important than how to allocate your wealth across different asset classes. By developing and implementing an asset allocation strategy that fits your particular goals and situation, you can achieve meaningful diversification and take more control of your financial plan.

Real Estate Direct Investment in the Family Office
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Real estate as an asset class requires constant attention to ever-changing variables. Implementing a defined, analytical, yet flexible asset management process within your family office’s direct investment function is critical to ensure your portfolio is positioned to meet intended goals.