2015 FOX Global Investment Survey Webinar

Benchmarking is critical to a multi-faceted investment strategy, 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 2015, 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 2015 FOX Global Investment Survey captured data from families in the USA and around the world with investible assets in excess of $50 million.