Innovation in manufacturing is critical to global growth and development. Investing in companies in the areas of electrical equipment, industrial machinery, and distribution will help these companies contribute to the advancement of the global standard of living, while benefiting investors, shareholders, and clients.
The product director of Bloomberg’s operational risk division, Greg Larkin, shared the inside story on how and why Bloomberg added sustainability data to its terminals in this 2011 FOX Fall Forum session. Martin Whittaker discussed his work in bringing together family offices and some private investors who are interested in sustainable investing but do not want to sacrifice returns.
While the economic ramifications of many recent events remain to be seen, this 2011 FOX Fall Forum session examines the potential implications for investors and tactics for protecting portfolios from overexposure to these events.
Global investing can be particularly challenging due to issues of access, significant legal hurdles, and lower levels of transparency. The speakers in this 2011 FOX Fall Forum session discuss methods for identifying and evaluating new opportunities in private equity.
Although all investors now have a greater awareness of the need for a stronger due diligence process, it can be difficult to determine the best structure to put in place for thorough risk analysis, as discussed in this 2011 FOX Fall Forum session.
The commercial real estate market in New York, San Francisco and Washington may have become overbought in the past year, but wealthy investors can still find attractive opportunities for capital appreciation via direct investment in second-tier markets such as Seattle, Austin and Dallas.
Managed futures are one of the oldest and most established alternative investments, yet many investors are unfamiliar with the strategy's performance traits. A fresh look at the strategy's past performance reveals its tendency toward controlled downside risk, with an asymmetric tendency toward upside performance.
As the investment landscape continues to evolve and become more complex, investors can utilize pooled funds to maintain control of key asset allocation decisions while capturing the benefits of a highly diversified, well-constructed, lower-cost portfolio of complementary strategies.
Researchers predicted in late 2009 that large funds could need much more than their typical five-year investment period to invest their capital. Recent projections consider the more active transaction volume and suggest the overhang would more likely require only six years to fully invest.
The FOX Deal Exchange session at the 2011 FOX Fall Forum had the objective of supporting a community of like-minded family investors who are interested in actively investing together in private equity funds and direct transactions. All participants were FOX members. Six members provided an in-depth overview of the deals, and eight additional participants briefly summarized other investments. All 14 had a lead investment role in the opportunities.