Investment Management

Overview

Starting with the macro trends, this Investment Management Resource Toolkit provides insights and best practices to help you make informed decisions to achieve your investment goals—from starting a family office direct investment function to building winning portfolios and discovering how venture capital positively disrupts intergenerational investing. 

Learn from the families, advisors, and thought leaders of the FOX community as you move forward on your investment journey.

 
Macro Trends
 
Asset Allocation
 
Portfolio Diversification and Construction
 
Investment Strategies
 
Real Estate
 
Private Equity
 
Venture Capital
 
Direct Investing
 
Frontier Investing
 
ESG and Impact Investing
 
Cash Allocation and Vehicles
 
Investment Committee
 
Investment Managers
 
Cryptocurrency and Digital Assets
 
Investment Planning Tools and Templates
  • FOX Member Templates, which include sample investment objectives, family statement of financial mission, investment advisory agreement, investment committee charter governance, investment policy statement, and other helpful tools and illustrations.

For more expert insights and guidance on other topics of interest, explore the full collection of Resource Toolkits.

Solutions and Resource Toolkits