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The 2024 economic environment presented a complex landscape for family office investments, characterized by heightened global uncertainty and an evolving interest rate backdrop. As central banks, particularly the Federal Reserve, navigate the aftermath of prolonged accommodative policies, family offices are recalibrating their investment strategies...

The 2024 economic environment presented a complex landscape for family office investments, characterized by heightened global uncertainty and an evolving interest rate backdrop. As central banks, particularly the Federal Reserve, navigate the aftermath of prolonged accommodative policies, family offices are recalibrating their investment strategies...

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...

FOX’s annual Global Investment Survey was divided into two segments, launched in February and March 2023, respectively, to the FOX community. The surveys fielded until the end of April 2023. Please note that the 2023 FOX Global Investment Survey data pertains to investment activities and performance during calendar year 2022.

Today’s current volatility has made maintaining and creating value from your direct investments more difficult. What are leading indicators telling you about the current climate’s effect on direct and economic drivers? Do you have different forecasting scenarios to navigate out of the uncertainty? The following will help surface key ins...

Family offices are forging ahead despite volatility and uncertainty in the markets—increasing their appetite for direct investments in real estate and operating businesses—as they continue to reassess the more traditional approaches to building investment portfolios.

The FOX Global Investment Survey is designed to aid wealth owners and family office executives in their review of the family's allocation decisions and investment performance each year. This report highlights critical areas as to how families structure their investment decision-making, allocate across their portfolios, staff their investment te...

FOX Foresight – Appeal of Direct Investing shows the growing interest in private company investments. It tells the story of families who are pursuing this opportunity, highlighting the top themes from FOX's research and ongoing conversations with FOX members. It summarizes what we have been learning from the FOX community and our subject matter exp...

This annual FOX survey of investor attitudes and behaviors provides readers with peer perspective from 118 family offices on a wide range of topics, including asset allocation and investment performance, passive versus active investing in long-only equity, 2017 investment trends, benchmarking a multi-asset portfolio, current economic outlook, inves...