2021 FOX Global Investment Survey Member Report

Overview

The FOX Global Investment Survey is designed to aid wealth owners and family office executives review the family’s annual investment goals, current allocation and performance decisions. The year the report summarizes the impact of COVID and how families developed new strategies to adapt and achieved greater discipline in decision-making. The report also includes how direct investing families were able to navigate through 2020 and how impact investing is gaining traction among ultra-wealthy families.

FOX Research