Investment Management
Overview
Learn from the families, advisors, and thought leaders as you move toward achieving your investment goals—from starting a family office direct investment function to building winning portfolios and discovering how venture capital positively disrupts intergenerational investing.
Curated Resources
For members of the FOX community, the curated resources here are part of the Investment Management toolkit—which includes a brief overview and access link for each listed resource—that can be downloaded for future reference and further review with your family members and trusted advisors.
Macro Trends
- 2024 FOX Global Investment Survey Member Research Brief + Webcast Replay
- FOX Foresight 2024: Investing in an Age of Change
- Market Review and Outlook 2025: a Look Back and a Look Ahead
- Economic Outlook: U.S. Exceptionalism Continues Through 2025
- Economic and Market Outlook for 2025: Beyond the Landing
- Market Insights: The Great Trade War of 2025
Asset Allocation
Portfolio Diversification and Construction
- Portfolio Construction: A Blueprint for Private Families
- Building Winning Portfolios Through Private Investments
- Challenging the Conventional Wisdom of Portfolio Construction
Investment Strategies
- Vanguard's Principles for Investing Success
- Angel Investing: When Hearts and Minds Converge
- New Ways to Look at Concentrated Low-Basis Holdings
- Investment Governance: Creating a Framework That Works for a Family
- The Changing Role of the Chief Investment Officer
- Investment Vehicles: A Critical Choice for Private Clients and Family Offices
Real Estate
- Reflections on the Real Estate Market: Evaluating Trends and the Role of RE in a FO Portfolio (forum event)
- Family Office Investment in Real Estate Poised to Increase
- Real Estate Direct Investment in the Family Office
- Four Causes of Inflation That Impact Real Estate
Private Equity
- Riding the Wave of Market Change: Global Private Equity Report 2025
- Benefits of a Fund-of-Funds Strategy in Private Equity
- The 4 Archetypes of the Private Equity Chief Financial Officer
Venture Capital
- Affording Family Investors Efficient Access to Venture Capital (podcast)
- EdTech: A Sector Coming of Age
- Venture Capital Positively Disrupts Intergenerational Investing
Direct Investing
- FOX Foresight 2023: The Advantages of Family Capital for Direct Investing
- Family Office Direct Investing Report
- Starting a Family Office Direct Investment Function
- Building a Sustainable Direct Investing Ecosystem
Frontier Investing
ESG and Impact Investing
- FOX Foresight 2025: Global Enterprise Families Embrace the Impact Economy
- Impact Investing for Family Offices
- Impact Investing: An Introduction
- Impact Investing: Strategy and Action
Cash Allocation and Vehicles
Investment Committee
Investment Managers
- Managing Investment Costs in a Low-Return World
- Revisiting Private Equity Manager Selection
- Challenging the Conventional Wisdom of Manager Selection
Cryptocurrency and Digital Assets
Investment Reports
Investment Performance
Investment Planning Tools and Templates
- FOX Member Templates, which include sample investment objectives, family statement of financial mission, investment advisory agreement, investment committee charter governance, investment policy statement, and other helpful tools and illustrations.
For more expert insights and guidance on other topics of interest, explore the full collection of Resource Toolkits.