2014 FOX Investment Survey Presentation of Findings

Critical to a multi-faceted investment strategy is benchmarking, not only to measure the impact of return characteristics, but also to determine the strategy’s effectiveness as compared to other family and industry leaders. During the First Quarter of 2014, Family Office Exchange collected data to better understand asset allocation and performance and to delve into areas such as alternative investments, the investment decision-making process, and the use of consultants. The 2014 FOX Global Investment survey captures data from 113 families in the USA and around the world with investible assets in excess of $50 million.