Investment Management

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. 

For members of the FOX community, the curated resources here are part of a 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
• Economic and Market Outlook for 2024: A Return to Sound Money
• 2024 Market Surprises and Themes 
• Inflationary Vortex: The Gravitational Pull of Labor, China, and Energy

Asset Allocation

• Asset Allocation: Your Biggest Investment Decision 

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

• 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

• Real Estate Direct Investment in the Family Office
• Four Causes of Inflation That Impact Real Estate 

Private Equity

• 5 Private Equity Predictions for 2024
• Maximizing Return: Unlocking Value Throughout the Private Equity Lifecycle 

Venture Capital

• 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

• Why Consider Frontier Markets Debt? (video)
• Frontier Markets Debt: Underowned and Undercovered (video)

ESG and Impact Investing

• Impact Investing for Family Offices
• The Materiality of Sustainability for Investors
• Impact Investing: An Introduction
• Impact Investing: Strategy and Action
• Fireside Chat with Mellody Hobson: "Is the Investment Industry Ready to be Color Brave?

Cash Allocation and Vehicles

• Comparison of Short-Term Cash Management Alternatives 

Investment Committee

• Governance: Sample Investment Committee Charter for XYZ Family

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

• Crypto Considerations 
• Bitcoin and Crypto Hype: Is it Real? 

Investment Reports

• 2024 FOX Global Investment Survey Member Research Brief 

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.