COVID-19 is exacerbating ongoing geopolitical and societal challenges, and the existential crisis of climate change looms large. In this 16th edition of the Global Risks Report, it highlights the implications of major risks, including the COVID-19 pandemic and an emerging risk landscape spanning from the digital divide to navigating global fractures to considering strategic investments to avoid catastrophic outcomes.
Investment Management
Resource Search
Few investor concerns are as fundamental as portfolio performance. How to evaluate it is one of the most common questions posed by private wealth clients. It starts with the benchmarking process—the evaluation of investment decisions and their results. But to truly evaluate your portfolio, it pays to drill down deeper and focus on the three steps needed to determine which decisions have been successful and which need improvement.
Your fellow FOX members have contributed these investment planning tools and samples. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions at the organizations listed.
Your fellow FOX members have contributed these advisor evaluation and selection process tools and samples. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions.
Your fellow FOX members have contributed these real estate and property management planning tools and samples. Please note that these samples have been provided for illustrative purposes only, and may not represent the latest versions at the organizations listed.
At Family Office Exchange (FOX), we have seen significant growth of interest in—and execution of—direct investments in operating businesses and real estate by FOX member families. In a 2018 FOX survey, more than 80% of respondents reported that they allocate capital directly to investments, bypassing external management, in order to get exposure on their own or through co-investment with other families.
The FOX Global Investment Survey is designed to aid wealth owners and family office executives in their review of the family's allocation decisions and investment performance each year. This report highlights critical areas as to how families structure their investment decision-making, allocate across their portfolios, staff their investment teams, and in-source vs. outsource investment advice, all relative to 104 family office peers.
The 2019 FOX Survey on Values-Aligned Investing was completed alongside our annual Global Investment Survey.
Mexico is at a pivotal point in the evolution of its energy markets. In the last few years it has passed reforms to liberalize its oil, gas, and electricity markets with the intent of attracting private investment to build out its energy infrastructure. Driven primarily by increased demand in the electricity sector, Mexico’s natural gas market has grown at an average annual rate of 3.5 percent over the past decade.
Continuing a trend of the past five years, exchange-traded funds (ETFs) grew in assets under management in 2020. However, the fact remains that the ETF continues to be a one-size-fits-all solution that isn’t optimal for everyone. The flexibility of a custom passive separately managed account (SMA) can beat an ETF in terms of tax efficiency in many cases. Three advantages of the SMA illustrate the benefits.