FOX serves the investment needs of wealthy individuals and family offices by providing educational resources, peer networking opportunities, and proprietary research to help investors make better investment decisions for their families.
Investors have been building bond portfolios using a laddered strategy since the early 1900s. Even in a flat or rising rate environment, a ladder’s total return can materially exceed its starting yield through the phenomenon of roll-down.
When in the pursuit of enhanced risk-adjusted returns, investors with strong convictions are often drawn to factor investing—tilting portfolios toward a particular factor like value, low volatility, or dividend yield.
When it comes to an investment strategy, it is important to consider the tracking error (TE) as it allows investors to quickly get a sense of how much deviation from a stated benchmark they could expect.
We are currently experiencing one of the longest periods of U.S. dollar strength in the last 50 years, leading some to question if it’s time for a reversal. Learn what drives the dollar and how it impacts various asset classes and influence portfolio positioning.
Private equity has been an established asset class for institutional and private investors for well over two decades. The potential for outsize returns and exposure to the most exciting and innovative companies continues to drive investors toward the asset class.
FOX’s annual estate planning webcast will lead participants through a thoughtful discussion of some of the most important topics and developments that were covered at the 55th Annual Heckerling Institute on Estate Planning.
