We have the answers

Search Results

0
Clear Search
For best results use double quotes in the search field and the filters.

Topics

Authors/Contributors

Resource Types

1700 results found
Climate Change is Heating Up
Publish Date:
Jun 22 2017

Interest in environmentally focused investment strategies is growing. For example, the Low Carbon Investment Registry launched in 2014 has shown that total investments have increased from $24bn in 2014 to $57bn through March 2017. Among the plethora of strategies aimed at addressing climate change risk, divestment—electing not to invest in co...

Investment Deal Exchange Network
Publish Date:
Oct 17 2011

The FOX Deal Exchange session at the 2011 FOX Fall Forum had the objective of supporting a community of like-minded family investors who are interested in actively investing together in private equity funds and direct transactions. All participants were FOX members. Six members provided an in-depth overview of the deals, and eight additional partic...

Motivated by Returns
Publish Date:
Oct 19 2011

The product director of Bloomberg’s operational risk division, Greg Larkin, shared the inside story on how and why Bloomberg added sustainability data to its terminals in this 2011 FOX Fall Forum session. Martin Whittaker discussed his work in bringing together family offices and some private investors who are interested in sustainable investing bu...

Macroeconomic Trends and Implications for Investment Portfolios
Publish Date:
Oct 18 2011

While the economic ramifications of many recent events remain to be seen, this 2011 FOX Fall Forum session examines the potential implications for investors and tactics for protecting portfolios from overexposure to these events.The global economy is slowing, and we may be headed for more recession. The best case scenario is low growth. The Eu...

Extending the Frontier in Private Equity
Publish Date:
Oct 18 2011

Global investing can be particularly challenging due to issues of access, significant legal hurdles, and lower levels of transparency. The speakers in this 2011 FOX Fall Forum session discuss methods for identifying and evaluating new opportunities in private equity. Private equity funds have attracted almost $3 trillion over the past decade. ...

Lessons Learned in Manager Due Diligence Post Crisis, Post Madoff
Publish Date:
Oct 18 2011

Although all investors now have a greater awareness of the need for a stronger due diligence process, it can be difficult to determine the best structure to put in place for thorough risk analysis, as discussed in this 2011 FOX Fall Forum session.If there is a silver lining in the Madoff scandal, it is a greater appreciation for fraud and co-invest...

Impact Investing: A Primer for Family Foundations
Publish Date:
Jul 18 2017

A foundation is a powerful platform through which families can address the challenges in society about which they care about most. Yet, most families only use a small portion of their foundation assets to pursue their philanthropic missions. As families grapple with the scale of funding solutions to the world’s toughest challenges, many are t...

Impact Investing In Brazil: A Primer for Families
Publish Date:
Jan 23 2018

All investments have impact—positive, neutral or negative. Despite—or perhaps because of—the challenges Brazil faces, leading Brazilian families are putting capital to work to build the impact investing ecosystem, promote social and environmental good, establish a culture of sustainable, transparent business and demonstrate the possibility of finan...

Holistic, Risk-based Investment Management
Publish Date:
Oct 20 2010

In this FOX Fall Forum presentation, Donald Putnam considered how families and family offices are increasingly focused on risk and their own goals when managing portfolios. This has implications for modern portfolio theory and the widely followed endowment investment model. Putnam shared his thoughts about how to look at a portfolio’s risk pr...

Hedge Fund Industry Overview
Publish Date:
Sep 13 2010

This presentation was orignially delivered at the 2010 Global Family Forum. It features insights regarding investment past performance and investor outlook on risk in the wake of the global financial crisisas well as a view on risk-taking and the future role of hedge funds in private investment portfolios.

Investing with Perspective: Family Office Decisions in a New Decade
Publish Date:
May 20 2010

After several years of change and market instability how are families investing now? What are the changes that people anticipate for the coming year, and what have been the likely lessons of the past 18 months? This 2010 FOX Wealth Advisor Forum presentation outlines the findings of the latest FOX investment survey and benchmarking efforts.

Investment Due Diligence in the New Environment
Publish Date:
Oct 20 2009

In this 2009 FOX Fall Forum presentation, two leading advisors in the investment management field bring a fresh perspective and new ideas on how to effectively handle due diligence in the new economic environment. Walk away with a better understanding of why investment planning is so critical in today’s financial world and examine how families can ...

Fossil Fuel Divestment: Considerations for Private Wealth Portfolios
Publish Date:
Sep 18 2017

An increasing number of private clients are contemplating scaling back or exiting their fossil fuel-concentrated holdings as governments around the world fortify plans to reduce greenhouse gas emissions amid heightened awareness around the negative effects of carbon discharges on global warming. Even as many investors have committed to the movement...

From Headlines to Trendlines: Long-Term Investing for Wealth Expansion
Publish Date:
Sep 21 2017

A number of seismic shifts occurring around the world are likely to lead to different outcomes for investors in the decade ahead than those experienced by investors in the decade past. For investors, the important question becomes: “Am I positioned to take advantage of the changes happening in the world around me? Or is my portfolio going to be dis...

Rethinking the Risk/Reward Equation: Wealth Sustainability for Financial Families
Publish Date:
Jul 14 2009

In reaction to the volatility in the current financial markets and economic recession, FOX is exploring ways in which ultra-wealthy individuals and their advisors are adjusting their financial strategies and re-evaluating known and emerging risks. This 2009 FOX Financial Executives Forum presentation examines how investor thinking has changed and w...