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I am keen on benchmarking my investment returns by asset class, especially in illiquid investments like private equity, real estate, and hedge funds. These are the hardest to gather data on.

I am interested in after-tax returns by asset class, which I can currently only calculate at the total portfolio level. I think FOX membership is probably the only organized group of sophisticated investors that are focused on after tax returns.

I want to learn how peers gather and analyze their investment return data. The FOX membership, particularly SCIOC, is the group most like me, making their solutions highly relevant.

FOX Member

Strategic Chief Investment Officer Council​