Private Family Capital Investment Survey

What is the Private Family Capital Investment Survey

FOX has transitioned from the Global Investment Survey to better reflect the unique investment approaches and capital allocation strategies of our members and family office investors.

Peer-Comparable Information

We are helping family offices and family office investors to recognize, harness, and embrace Private Family Capital’s unique advantages and characteristics against a rapidly changing macro investing backdrop that continues to prompt families to rethink their approaches to portfolio strategy, direct investments, and capital structuring.

Who Should Participate?

Family members and Single-Family Offices managing investments.

Survey is currently open and runs 2/25 - 5/16.

Survey Covers

Our revamped survey covers the familiar areas of investment allocation and performance, economic outlook, and the operating business landscape—highly sought-after data points within the FOX community.

But that's not all! This year's survey introduces exciting new sections on Enterprise Capital Strategies and Fund Investing. Dive into areas like direct investing, GP fund seeding, and builder capitalism.

This section covers Investment performance across different asset classes including cash and equivalents, fixed income, public equity, private natural resources, real estate, hedge funds, and private investing.

Survey Investment Data Examples

Why Participate?

If you are a Family member or a Single-Family Office managing investments, this is a great opportunity for you to unlock comprehensive insights which will be shared in the form of a chart pack and a narrative report by end of Q2 – the full set only available to participants.

Another great reason to participate is that the information you provide will help to partially build out the proprietary FOX complexity profile for your office. The complexity profile can be a great tool for strategic conversations with your leadership team and family members, and is available to all FOX members completing the complexity questionnaire.

“I am keen on benchmarking my investment returns by asset class, especially in illiquid investments like private equity, real estate, and hedge funds. These are the hardest to gather data on.

I am interested in after-tax returns by asset class, which I can currently only calculate at the total portfolio level. I think FOX membership is probably the only organized group of sophisticated investors that are focused on after tax returns.

I want to learn how peers gather and analyze their investment return data. The FOX membership, particularly SCIOC, is the group most like me, making their solutions highly relevant"

- Member, FOX Strategic Chief Investment Officer Council​

Take Survey!

Please share this invitation to participate with other family offices who you feel could benefit from the benchmarking information. At FOX we learn from each other within the community, so your submission and encouragement of others lead to better insights for all participants.

HAVE ANY QUESTIONS?

If you can’t find what you are looking for, do not hesitate to reach out. A member of our team will get back to help you as soon as possible.

Statement of Confidentiality and Non-Disclosure 

All information collected is strictly confidential and stored within encrypted and password-protected servers. Only select FOX employees will have access to individual-level data. FOX will never share any information collected from the survey that may lead to personal identification with any member or with any third party.

The survey results are anonymous and defined publicly in aggregate data sets. All information is treated as highly confidential and will never be used for any other purpose.