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.
Amidst headwinds such as economic weakness in China and emerging markets, financial and stock market volatility, falling oil prices and a stronger dollar, the U.S. economy weakened to end 2015. Despite these impediments to growth, several economic indicators were encouraging.
For decades, asset owners have worked to align their public equity investments with their values. Today, many investors in public equity consider social and environmental issues in their investment selection processes.
Fixed income is a cornerstone of traditionally balanced investment portfolios, offering stable income, varying liquidity, and a relatively low-risk profile.
What do people really mean when they talk about “impact investing?” Why do people make impact investments, and how do they do it? What counts, and what doesn’t? This primer provides family enterprises with clear explanations of the “why,” “how,” and “what” of impact investing.
This annual FOX survey of investor attitudes and behaviors provides readers with peer perspective from 80 family offices on a wide range of topics including – Economic Outlook and Investment Opportunities for 2016, Asset Allocation and Performance, Use of Investment Consultants and Investment Com
Risk has many dimensions and individual investors tend to equate risk with loss of capital. That definition of risk may actually lead an investor astray and hinder his or her ability to meet long-term objectives. Rather than attempting to avoid risk, successful investors embrace and manage it.
The markets are off to a rough start this year. Worries about the strength of the world economy caused global stocks to plunge double-digits in January before rebounding slightly. Recent manufacturing data in the U.S.
Despite modest recoveries across most markets in the fourth quarter, 2015 was a poor year for investment returns. While concerns at the end of 2015 continue now—volatility in China’s domestic Shanghai market, rising interest rates in the U.S., falling oil prices, the U.S.
In the last decade, multinational organizations have undertaken unprecedented international expansion, leaving them exposed to an expanding array of global credit and political risks.