This annual FOX survey of investor attitudes and behaviors provides readers with peer perspective from 80 family offices on a wide range of topics including – Economic Outlook and Investment Opportunities for 2016, Asset Allocation and Performance, Use of Investment Consultants and Investment Committees, Reliance on Alternative Investments, and Direct Investing.
This item is only available to FOX members.
Recommended for: Investment professionals and family leaders
Everyone agrees that a written investment plan is a good idea, yet according to recent FOX surveys only 40% of families utilize a written plan.
Corporate Social Responsibility can be much more than a cost, a constraint or a charitable deed – it can be a source of opportunity, innovation and competitive edge.
Critical to a multi-faceted investment strategy is benchmarking, not only to measure the impact of return characteristics, but also to determine the strategy’s effectiveness as compared to other f
Aligning investment strategies and anticipated investment returns with trust distribution policies is both an art and a science.
Every family faces a time when for one reason or another individual family members have to learn how to live off a finite level of wealth.
Many of you know, the American Taxpayer Relief Act of 2012 was quickly passed by Congress and signed into law by President Obama. What you may not know are the implications of those changes and w
In the wake of the worst financial meltdown since the Great Depression, many investors have begun to question the basic principles of investing that lie at the core of the financial industry.
In the wake of the recent financial crisis, many families are re-evaluating their processes for managing investment risk and are searching for new safeguards for mitigating the impact of extreme v