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.
When an off-the-shelf solution doesn’t cut it, responsible investors can turn to customized separately managed accounts (SMAs) to build portfolios that align with their values, including expressing their individual ESG views.
Investors shouldn't let taxes prevent them from choosing better investment options. Transitioning to a tax-managed SMA may help minimize upfront tax cost and provide opportunities over time to reduce tracking error against a preferred benchmark.
Joline GodfreyManaging Director of Family Learning & Programming Hawthorn Institute for Family SuccessMindy Kalinowski Earley, CMP, CFBAChief Learning Officer, Family Office Exchange
Wednesday, February 3, 2021
In this webcast, join host Joline Godfrey, Managing Director of Family Learning & Programming for the Hawthorn Institute for Family Success, in a conversation on the hazards and opportunities of bringing newcomers into the Family Enterprise experience.
Although the future is unpredictable, we do know that financial planning can allow families and their advisors to operate from a position of strength and resilience, no matter the changes that lie ahead.
Few investor concerns are as fundamental as portfolio performance. How to evaluate it is one of the most common questions posed by private wealth clients. It starts with the benchmarking process—the evaluation of investment decisions and their results.
Custom separately managed accounts (SMAs) may seem to many like the newest in the line of innovations in the investment industry. However, the benefits of portfolio customization go far beyond security selection.
The tech industry was undergoing a period of introspection even before the COVID-19 pandemic began. While the crisis spotlighted the importance of the tech industry and existing technology, the future is still rooted in the core purpose of innovation with intent.
Municipal bond investors may be concerned that periods of economic stress could result in states defaulting on their debt. This fear can be exacerbated by political rhetoric, by inflammatory reporting, or even by inherent suspicion of the efficacy of governments.
Based on a 10-year investment time horizon and the impact of COVID-19, the overall results of the 2021 capital market return assumptions are mixed for approximately 50 asset classes around the world. This report guides investors in developing their long-term strategic asset allocations.
