2019 FOX Survey on Values-Aligned Investing

Family Office Exchange

Recommended for:

Family Office Executives, Family Members, Private Investors, and Advisors

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.

This paper provides a brief look into this year's survey results. More comprehensive results and analysis are only available to FOX Members and participants of the survey. You can learn more about membership here.

This resource is available for free to the FOX Public Network. To access, log in here or complete this form:

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