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Escalating geopolitical turmoil in the world and a strengthening U.S. dollar are heightening currency volatility, leading to a renewed focus on foreign exchange risk in investments. To understand the implications of currency hedging within investment portfolios and the investors who will benefit from the strategy, we turn to NEPC CIO Timothy F. McC...

For leaders of founder-owned businesses, raising significant capital without relinquishing control can seem challenging. But investors focused on non-control transactions are becoming more common. Non-control-oriented funds have boomed, fueling demand for minority recapitalizations and enabling business owners to maximize the valuation of their com...

As an asset class, the frontier markets present unique opportunities and a diversification that is not very correlated with other risk asset classes such as equity. In this video, learn from William Blair & Company on why there is potential value in investing in frontier markets, both on a standalone basis or as part of a more diverse portfolio...

In this FOX webcast, Phillip Nelson, Partner and Director of Asset Allocation, and Stacey Flier, Principal and Senior Consultant, NEPC Private Wealth, reviewed NEPC’s Key Market Themes and discuss how those Themes are influencing recommendations to private wealth clients regarding portfolio positioning.

Given how significant accounting processes and applications are prime targets for top business risks that include fraud and noncompliance, it’s important to take control and start your risk management analysis. Take an important step toward effective organizational risk management by using this fillable and interactive segregation of duties (SOD) m...

Even the most enthusiastic and driven donors often become overwhelmed and anxious, causing them to put off, stall, or curtail their giving, which in turn, hinders impact and strips the joy out of philanthropy. In this report, we explore the behavioral science behind the ten most common barriers to giving—such as too many choices, fear of uncomforta...

Risk Management at FOX is focused on all aspects of risk for its membership including families, family offices, operating companies, and advisor organizations. FOX hosts a quarterly meeting comprised of different vendors and thought leader specialists whose focus is in the areas of Cybersecurity, Physical Security, Personal Security, Insurance, Gov...

FOX Technology Resource Partners act as both core and peripheral services and solutions for the community and membership including families, family offices, operating companies, and advisor organizations. FOX hosts a monthly meeting comprised of different thought leader specialists whose focus is in the areas of technology including software, data ...

Engaging and preparing the rising generation is often top of mind, as the wellbeing of future family leaders is of great concern. Setting out to understand the needs and wants of the rising generation, this research tapped into the wisdom and experience of 55 families, 28 future family leaders, and 38 family office executives. The practical advice ...

Cyber threats are seen as the third most impactful risk to businesses over the next three years, after the cost of capital and economic downturns, respectively. Threat actors are not only deploying new tactics using generative artificial intelligence (AI) to conduct more targeted and sophisticated attacks, but they are also advancing familiar threa...

Although private equity (PE) has been grappling with high interest rates, PE funds and their portfolio companies are marching forward. With inflation moderating and expectations for a rate cut, there is growing cautious optimism for improved PE M&A activity. This Private Equity Survey by BDO polled 484 U.S. PE fund managers and operating partne...

For many business owners, their tax accountant has been with them for years, and therefore understands the business, along with some aspects of the industry, key employee roles, and family dynamics at play. In addition, a tax accountant who is viewed as a trusted advisor is in a key position to help a family-owned enterprise think through some of t...

The FOX Global Investment Survey is designed to aid wealth owners and family office executives review the family’s annual investment goals, current allocation and performance decisions. The year the report summarizes the impact of COVID and how families developed new strategies to adapt and achieved greater discipline in decision-making. The report...

The past two years have tested even the most resilient families and family-held businesses. Balancing domestic obligations with managing companies virtually is stressful even on the best of days. But when employee relationships include family relationships, workforce dynamics take on a whole other level of complexity. Add a global pandemic on top, ...

The past year challenged families to react to adverse trends to protect their enterprise and build capabilities to achieve their vision. The journey from uncertainty to impact requires an elevated enterprise mindset and determination to persevere throughout the four-stage evolution to position the family enterprise for long-term success and positiv...