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341 results found
BREAKOUT 3: Long Only Equity: Active, Passive and The Space Between
Publish Date:
Sep 13 2017

Investors have been moving significant capital out of active long-only strategies due to the relatively small number of active managers that outperform the passive benchmark over time, especially relative to their fees. While indexed ETFs have been the primary beneficiary of this trend, many investors hesitate to accept the perceived inefficiencies...

The Importance of Strong Partnerships
Publish Date:
Jun 28 2017

The Importance of Strong Partnerships New FOX research indicates that families and advisors who work in strategic partnership are better prepared to navigate transitions and overcome the many complex issues they face. Discover how successful families and advisors are positioning themselves to operate in an increasingly complex and unpredictabl...

The Importance of the Advisor Partnership with Families of Wealth
Publish Date:
May 03 2017

New FOX research indicates that families are getting more out of their advisor relationships than ever before as this strategic partnership helps them navigate transitions and better prepare forthe many complex issues faced. Discover how successful advisors are positioning themselves to help families operate in an increasingly complex and unpredict...

2017 FOX Global Investment Survey Highlights
Publish Date:
Apr 26 2017

One of the most valuable benefits of FOX membership is the peer perspective gleaned by participating in FOX surveys. FOX Private Investor Center™ President, Kristi Kuechler joined us as she provided highlights of what we learned in the 2017 Global Investment survey of family offices around the world. She explored information on asset allocation and...

Changing Stories, Resolving Conflicts: Building Resilient Family Offices
Publish Date:
Apr 12 2017

Family businesses thrive when collaborative learning and stakeholder engagement remain high. In this environment, resilience increases enabling all levels of the organization to assess threats and respond effectively to crises. Effective decision-making (growing assets, good outcomes) also develops in this setting, facilitating the development of a...

Breakout #3: Long Only Equity: Active, Passive, and The Space Between
Publish Date:
Apr 04 2017

Investors have been moving significant capital out of active long-only strategies, driven by the relatively low number that outperform the passive benchmark over time, especially relative to their fees. While indexed ETFs have been the primary beneficiary of this trend, many investors hesitate to own the perceived inefficiencies of a cap-weighted s...

FOX Public Webinar - Investors Chasing Yale and the Future of Alpha
Publish Date:
Feb 07 2017

This webinar gave an overview of how family offices have been “chasing Yale” in pursuit of double digit portfolio returns. We shared asset allocation trends across family offices and highlight the significant ways that family offices differ from institutional investors. We discussed trends across the investment industry and how they may impact...

2017 Estate Planning Update
Publish Date:
Feb 01 2017

FOX’s annual estate planning review session for 2017 featured Tom Abendroth of Schiff Hardin and Susan Gell Meyers of Warner, Norcross & Judd. They led FOX participants through a thoughtful discussion of some of the most important topics and developments that were covered at the 51st Annual Heckerling Institute on Estate Planning. Key legislati...

FOX Trends and Insights
Publish Date:
Jan 18 2017

A critical element of Family Office Exchange’s work is to identify trends and issues that have immediate and future impact on families of wealth. In this session, originally presented at the 2016 Fall Forum, Alexandre Monnier explored the trends emerging in the family wealth industry and how these trends will impact families today and well into the...

Investment Policy Statements
Publish Date:
Dec 07 2016

Everyone agrees that a written investment plan is a good idea, yet according to recent FOX surveys only 40% of families utilize a written plan. Why are investment policy statements (IPS) avoided by so many families? What are the component parts of an effective IPS? What does a traditional IPS look like versus a modern iteration? &...

Family Communications & Interactions - How Can Technology Help the Modern Family Office?
Publish Date:
Nov 30 2016

A Family Office is all about providing a tailored, bespoke experience to the family. How does a family office extend that into the digital world? Technology tools, when properly implemented, can provide the personalization needed to create a greater sensation of comfort and higher satisfaction for the family. The right offering can demonstrate...

Highlights from the 2016 FOX Family Office Compensation & Benefits Survey
Publish Date:
Nov 16 2016

Attracting and retaining talent is the #1 Human Capital challenge in family offices today. Please join FOX principal researcher and Managing Director, Jane Flanagan and Bruce Benesh, Partner-in-Charge, Human Capital Services, Grant Thornton LLP to find out what 151 of your peers who completed the 2016 FOX Family Office Compensation & Benefits S...

Breakout 1A - Impact Investing: Moving Beyond Talk - A Practitioner's Perspective
Publish Date:
Sep 15 2016

Impact investing continues to garner increasing attention in the financial media and amongst the investing community. While generating shared consensus and arriving at the decision to invest in line with your family values is a great accomplishment, many families face challenges when it comes to moving beyond conversations and formulating an actual...

Unleashing your Psychological Capital
Publish Date:
Sep 15 2016

In this unique presentation, Denise Shull and Bill Long will outline a radical view on the role of feelings and emotions in investment decisions. While conventional wisdom tells us to “remove the emotions” when it comes to investing, Denise Shull, drawing upon her years of study in neuroscience and her extensive trading experience, will...