May 2019
The 2019 FOX Survey on Values-Aligned Investing was completed alongside our annual Global Investment Survey. There has been a fundamental shift in how families of wealth view capital deployment and this research brings new insights regarding values-aligned investing.
This report highlights investor profiles for the 98 members who completed this survey and how these characteristics relate to their involvement with values-aligned investments, insights about how some of the world’s leading investors are deploying capital into these strategies, and roadblocks that those developing an interest in this subject must overcome before actually deploying capital, and the challenges and opportunities identified for moving forward.