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
- FOX Foresight 2024: Investing in an Age of Change
- Economic and Market Outlook for 2024: A Return to Sound Money
- 2024 Market Surprises and Themes
- Inflationary Vortex: The Gravitational Pull of Labor, China, and Energy
Asset Allocation
Portfolio Diversification and Construction
- Portfolio Construction: A Blueprint for Private Families
- Building Winning Portfolios Through Private Investments
- Challenging the Conventional Wisdom of Portfolio Construction
Investment Strategies
- New Ways to Look at Concentrated Low-Basis Holdings
- Investment Governance: Creating a Framework That Works for a Family
- The Changing Role of the Chief Investment Officer
- Investment Vehicles: A Critical Choice for Private Clients and Family Offices
Real Estate
Private Equity
- 5 Private Equity Predictions for 2024
- Maximizing Return: Unlocking Value Throughout the Private Equity Lifecycle
Venture Capital
Direct Investing
- FOX Foresight 2023: The Advantages of Family Capital for Direct Investing
- Family Office Direct Investing Report
- Starting a Family Office Direct Investment Function
- Building a Sustainable Direct Investing Ecosystem
Frontier Investing
ESG and Impact Investing
- Impact Investing for Family Offices
- The Materiality of Sustainability for Investors
- Impact Investing: An Introduction
- Impact Investing: Strategy and Action
- Fireside Chat with Mellody Hobson: "Is the Investment Industry Ready to be Color Brave?
Cash Allocation and Vehicles
Investment Committee
Investment Managers
- Managing Investment Costs in a Low-Return World
- Revisiting Private Equity Manager Selection
- Challenging the Conventional Wisdom of Manager Selection
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.