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.
Amy Hart Clyne, Executive Director and Charles Grace III, Managing Director – Family Office Exchange
Wednesday, July 16, 2014
Critical to a multi-faceted investment strategy is benchmarking, not only to measure the impact of return characteristics, but also to determine the strategy’s effectiveness as compared to other family and industry leaders.
The confluence of favorable market dynamics, including high corporate cash balances, low interest rates and cooperative capital markets, has created an environment in which corporate management teams and boards of directors can take action to increase value for equity owners.
Significant noise has surrounded the dissolution of California Redevelopment Agencies for the past three years. Numerous headlines trumpeted debt service disruptions, lawsuits, cleanup legislation and potential hiccups related to the flow of funds for California Redevelopment debt.
On June 5, 2014, the European Central Bank crossed an important symbolic line by announcing plans to reduce the policy interest rate into negative territory.
The successful management of a family office investment portfolio requires a carefully guided strategy focused on asset diversification, risk mitigation, experienced, and transparent oversight.
Today’s broad stock market is not a bubble. However, by virtue of its duration and current valuations, equities are in the mature phase of a bull market. That means a more sober pace of advance, with a lot riding on the economy and monetary policy.
Research on income equality and social mobility yields compelling conclusions in support of both sides of the debate. For now, regardless of how the research evolves, it is safe to expect the U.S.
The Association of Southeast Asian Nations (ASEAN) is comprised of 10 members whose individual social, economic and political characteristics are the underpinnings of the Association’s collective prosperity.
Headlines about the financial stress on municipalities — combined with high profile downgrades, defaults and even bankruptcies — have led many to believe that high yield issuers must be in financial distress.
The seventh FOX survey of investor attitudes and behaviors since 2008 covers a wide range of topics including – Asset Allocation, Performance and Costs; Investment Professionals, Services, Fees, Committees and Outsourcing; Investment Decision-Making and Time Horizon; Alternative Investments; Port
