2019 FOX Survey on Values-Aligned Investing

Family Office Exchange

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The 2019 FOX Survey on Values-Aligned Investing was completed alongside our annual Global Investment Survey. There has been a fundamental shift in how families of wealth view capital deployment and this research brings new insights regarding values-aligned investing.

This report highlights investor profiles for the 98 members who completed this survey and how these characteristics relate to their involvement with values-aligned investments, insights about how some of the world’s leading investors are deploying capital into these strategies, and ​roadblocks that those developing an interest in this subject must overcome before actually deploying capital, and the challenges and opportunities identified for moving forward.​

This paper provides a brief look into this year's survey results. More comprehensive results and analysis are only available to FOX Members and participants of the survey. You can learn more about membership here.