Shareholders of publicly-traded companies have a powerful voice in improving business practices and enhancing the financial performance of the companies in which they are invested. As the business case grows for sound social and environmental practices, investors are increasingly using a shareholder engagement to drive strategic and positive changes in corporations—and society at large. Further, wealth advisors and family offices are in a unique position to facilitate individual investor involvement in shareholder engagement initiatives by enabling and simplifying the process.
Macro Trends
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7 Disruptive Trends in Private Wealth Management
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Identifying trends and issues having an immediate and future impact on families of wealth is the focus of much of the research at Family Office Exchange. Gain insights on the trends emerging in the family wealth industry.
Discovering How and Why Your Natural Advantage of Persuasion Matters Most During Disruptive Times
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What separates certain professionals from the rest of the pack, particularly in disruptive times as we’re in now? Is it skill, or knowledge? Is it expertise, or seniority? Or is it simply charisma? By taking the Fascination Personality Assessment you’ll have access to a decade of research on how you can add value in business. Gain insights on a new way to measure how people perceive your personal style of communication through the following:
One of the most common questions wealth advisors are hearing from clients this year is: “What changes should I be most concerned about?” This session will help provide knowledgeable answers based on the latest macroeconomic trends. Gain insights on the impact to investing and portfolio management to help minimize the disruption in 2017 and beyond with a spotlight on:
Voice of the Wealth Owner: Brains and Family Business - Active Research in Disruptive Times
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How do families manage dynamic-and often disruptive–environments? Sam Barnett, a neuroscientist and mathematician, shares how he approaches changing times with active research. His family has been innovating for over a century and has seen its business evolve from a Chicago garment factory to America’s largest provider of medical supplies and solutions.
2017 FOX Global Investment Survey
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This annual FOX survey of investor attitudes and behaviors provides readers with peer perspective from 118 family offices on a wide range of topics, including asset allocation and investment performance, passive versus active investing in long-only equity, 2017 investment trends, benchmarking a multi-asset portfolio, current economic outlook, investment opportunities and financial challenges for 2017.Webinar
The economy is relatively healthy, but history has taught us that growth cycles don’t last forever. It’s not if there will be an economic downturn—it’s when. Knowing that there’s a cyclical pattern to many markets, savvy owners and executives figure out how to take advantage of business cycles to create a continuing growth trajectory and boost profitability. From that strategic planning point, five action items are critical to middle-market companies for maximizing growth, profitability, and value—in any economy.
The Internet of Things (IoT) connects machines and devices to one another. Today’s devices have between 6 to 9 sensors capturing and transmitting data to help all industries become more efficient, productive and safer. The 2020 annual global economic potential across all sectors is estimated up to $14.4 trillion—that is the current GDP of the European Union. For businesses to fully realize the great potential of the Internet of Things (IoT), they will need to be prepared for the privacy, cybersecurity and liability risks that lie ahead.
Many are nervous, curious, and even excited for the potential impact of the Trump administration on their portfolios and the economy. In this Hot Topic Webinar, Stephen Kolano of BNY Mellon Wealth Management led a discussion on some of the major events and highlights that set the stage for 2017, plus the key catalysts to watch for in the coming year. In addition, he dove into the policy and geopolitical issues affecting our industry, both domestically and globally, as well as investment implications and areas to consider regarding portfolio positioning.
FOX Trends and Insights
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A critical element of Family Office Exchange’s work is to identify trends and issues that have immediate and future impact on families of wealth. In this session, originally presented at the 2016 Fall Forum, Alexandre Monnier explored the trends emerging in the family wealth industry and how these trends will impact families today and well into the future, what families will need to do to prepare for these inevitabilities, and how these trends link to the family/advisor partnership mindset.