Private Investors

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.



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Each year brings new possibilities – and 2021 is no different. Emerging from the pandemic. Deepening social change. More predictable U.S.politics. The way we see it, 2021 will be a year many families turn optimistic and begin to act on rising opportunities.And while much remains uncertain, some changes are already either steaming ahead, or emergent on the horizon. These Forces for Change are what you will need to prepare for, through 2021 and beyond.


Evil Twins: Commodity Prices and the Strength of the U.S. Dollar

Parametric
Tuesday, June 1, 2021

Commodity investors have historically recognized a link between the strength of the U.S. dollar and the prices of commodities. Specifically, as the dollar strengthens against other major currencies, commodity prices generally tend to fall, and vice versa.

Sustainable Investing: Rewards Beyond Returns

Wilmington Trust
Wednesday, June 2, 2021

Sustainable investing that began decades ago as a fringe notion of investing to make the world a better place has soared in popularity in recent years.

What To Do with Your Next Dollar: A Quantitative Framework

Vanguard
Wednesday, June 2, 2021

When choosing among cash flow opportunities, from the prepayment of loan principal to various investments, investors may be best served by following a quantitative framework to maximize future returns while considering the funding and timing needs of their goals.

Value Versus Growth Stocks: The Coming Reversal of Fortunes

Vanguard
Thursday, May 27, 2021

Over the last ten years, U.S. growth stocks have outperformed U.S. value stocks by an average 7.8% per year. This has led some to question the existence of the value premium. However, for U.S.

Nota Bene Episode 125: What are Non-Fungible Tokens (NFTs) and Are They Here to Stay?

Sheppard, Mullin, Richter & Hampton LLP
Tuesday, May 25, 2021

When the artist Beeple sold a digital work of art for $69 million, it caught the world’s attention especially because that one-of-a-kind digital art was a non-fungible token (NFT).

Portfolio Protection: Challenges with Equity Put Options

Cambridge Associates
Tuesday, May 25, 2021

The perceived benefits of put options as a tool to protect against equity drawdowns are often outweighed by their complexity, implementation, and ongoing costs (both economic and behavioral). Investors are better served by adjusting a portfolio’s asset allocation.

How Will Biden's New Infrastructure Plans Affect

Parametric
Tuesday, May 25, 2021

Investors have shown renewed interest in President Biden's twin infrastructure proposals—the American Jobs Plan and the American Families Plan—and what they will mean for their portfolios.

Unpacking Tax Management

Parametric
Thursday, May 20, 2021

Investors may be familiar with the many different ways the sale of a stock can be taxed, but the complexity of the code means there are optimal and suboptimal ways of navigating it.

Responsible Investing: What’s the Difference Between Screens and Integration?

Parametric
Wednesday, May 19, 2021

Screens and integration are essential yet distinct ESG incorporation techniques. Both are used to enhance the portfolio’s overall ESG characteristics but are quite different in terms of implementation and outcomes.