As an alternative to ETFs, investors are seeing the value of investing in separately managed accounts (SMAs), which offer diversified, index-like, and customizable exposure. However, what does it mean for investors who already hold a basket of appreciated ETFs but would like to unlock the potential of SMAs? This dilemma is explored through a reasonable set of future scenarios to provide guidance on when it might be time to sell and hold.
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The treatment of capital gains and taxes become a little more complicated when considering a mutual fund investment. There are two scenarios where a mutual fund investor may end up paying more in capital gains taxes than expected. And the amount you pay may not depend only on you.
New York Times best-selling author, and technology innovator Thomas J. Anderson will help you connect old currency ideas to new technologies. As billions of dollars pour into blockchain and cryptocurrency - with trillions more depending on the outcome - investors need to form their own conviction hierarchy around this emerging and dynamic ecosystem. We’ll explore the implications of, and use cases for these emerging technologies and currencies, and discuss the potential for a megatrend convergence.
Identifying the trends and issues affecting families of wealth is a large part of our mission at FOX. We explored what’s top-of-mind for members through the latest results of our 2020 Global Investment Survey.Insights and Key TakeawaysWe are delighted to share important highlights from the 2020 FOX Global Investment Survey. FOX produces this annual survey of 120 family offices, and offers insights into what these family enterprises are doing right now around investments.
Due to the ongoing pandemic, the 2020 FOX Global Investment Forum was held in a virtual setting.
Can a pandemic-induced market downturn become an opportunity for investors looking to modify their portfolios? Learn how constructive changes, including going from ETFs to tax-managed SMAs, can present the best chance to improve overall portfolio health.
Sustainable Investing in a Post-COVID World
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The global COVID-19 pandemic was certainly a black swan event that had both positive and negative impact when looking through the lens of traditional environmental, social, and governance (ESG) factors. Of note was the outperformance of sustainable investing strategies compared to their non-sustainable counterparts, which is shaping how investors think about ESG going forward.
When entering into the emerging field of cultivating and selling cannabis, how do companies navigate the environmental issues surrounding it? This webinar covers how existing laws and regulations impact the industry, explain regulatory trends, and offers compliance tips for entrepreneurs.
Economic Outlook: Black Swan Continues to Make Waves
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Global equity markets have rebounded despite a global pandemic, economic depression, and social unrest. A second wave of the virus remains a significant concern and is expected to result in continued stock price volatility.
Racial Equity Investing: The Time is Now
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There is a renewed sense of urgency around racial equity investing in the wake of the COVID-19 pandemic and the widespread protests after the deaths of George Floyd and others. By taking on three achievable actions and staying committed to them, investors can help address racial inequities in their investment practices and portfolios. If adopted widely, they have the great potential to reduce some of the imbalances that permeate throughout the asset management industry and society at large.