Performance Monitoring & Analysis

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Family Office Exchange
Thursday, March 24, 2016

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 Opport

Wednesday, September 30, 2015

Decision support software can empower professional investors to do more of what they're good at, and less of what they're not.

Wednesday, June 3, 2015
Family offices are examining asset classes for future return opportunities, but almost all of their options seem expensive in the wake of quantitative easing.
Wednesday, May 6, 2015
With family office boards and trustees increasingly responsible for areas such as investment performance, risk mitigation, executive compensation, family member communication and strategic initi
Family Office Exchange
Friday, March 27, 2015

This annual FOX survey of investor attitudes and behaviors provides readers with peer perspective on a wide range of topics including – Economic Outlook, Investment Objectives and Time Horizon, Ass

Wednesday, July 16, 2014

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

Wednesday, December 4, 2013
Within today’s volatile marketplace investors are continually aware of the abundance of risks: geopolitical tensions, uncertainty surrounding change in Federal Reserve leadership, the direction
Wednesday, April 3, 2013

Join us for an inside look at ultra-high-net worth global investors and the processes they employ to make investment decisions and oversee their portfolios.

Family Office Exchange
Friday, April 20, 2012

In this fifth survey of investor attitudes and behaviors since the advent of the financial crisis in 2008, FOX finds that families are feeling more confident about their investments and the economy but seem to be adjusting their investment philosophy and asset allocation to ensure greater liquidity.

Wednesday, October 6, 2010

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.

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