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2014 FOX Investment Survey Presentation of Findings
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
2014 FOX Global Investment Survey
Family Office Exchange
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
Trends in the Private Equity Secondary Market
The webinar will examine the private equity secondary market, a private market where specialist managers purchase interests in existing private equity funds.  Join the session at a time when
Finding Investment Opportunities: The Year of the Alligator, Contrarian Opportunities in 2014
The strong performance in developed markets equities over the past few years has created a number of divergences between markets (Alligator Jaws) which history tells us will eventually revert to the
2014 Investment Outlook – The Key Themes of the New Year
Within today’s volatile marketplace investors are continually aware of the abundance of risks: geopolitical tensions, uncertainty surrounding change in Federal Reserve leadership, the direction of
Aligning Investment & Trust Distribution Policy: Meeting Fiduciary Duty in a Total Return World
Aligning investment strategies and anticipated investment returns with trust distribution policies is both an art and a science. The science is regulated by laws and fiduciary responsibilities and
You Control Your Own Destiny: Transitioning to Living Off a Portfolio
Every family faces a time when for one reason or another individual family members have to learn how to live off a finite level of wealth. Whether that necessity is prompted by the termination of a
2013 FOX Investment Survey
Charlie Grace
In this sixth survey of investor attitudes and behaviors since 2008, FOX finds families incrementally increasing their tolerance for risk. Looking  ahead, respondents listed emerging markets,
An Inside Look at Global Private Investors and Their Investment Processes
Join us for an inside look at ultra-high-net worth global investors and the processes they employ to make investment decisions and oversee their portfolios.  This timely information has been
Considering a Change?: Insight on Bank Custody and Agreements
Custody of assets is a serious issue for investors and raises many considerations besides the safekeeping of assets.  Listen into this webinar to hear the current landscape affecting custodians