One of the newest types of funds specializes in replicating the beta of hedge funds, a traditionally non-correlated asset class. By seeking to replicate the beta of the broad universe of hedge funds, these funds can bring a level of non-correlated returns to any portfolio allocation.
Structured notes essentially replicate two types of financial instruments: zero-coupon bond and option(s). As a result, in the creation of structured notes, such financial instruments, their costs and several other factors contribute to the overall pricing of the notes.
In an era marked by unprecedented wealth transfer and shifting societal dynamics, philanthropy is being called to actively adjust to a new reality. In the middle of all this, younger people are starting to have a bigger say in where philanthropic money goes. They care more about equity, inclusion, and transparency, as well as changing systems that ...
Investors are processing more data more rapidly than ever. For family offices, sticking to their principles and investing within a risk-adjusted framework has never been more important. With a greater number of opportunities, success will require families to reflect upon what has and has not worked, clarify the sectors or strategies where they have...
Continuing a trend of the past five years, exchange-traded funds (ETFs) grew in assets under management in 2020. However, the fact remains that the ETF continues to be a one-size-fits-all solution that isn’t optimal for everyone. The flexibility of a custom passive separately managed account (SMA) can beat an ETF in terms of tax efficiency in...
Direct investing is nothing new, but it’s a code not everyone has cracked. And while there are no shortcuts to achieving direct investing success, the right ecosystem will help you get there. FOX Foresight keeps you up to date on our latest thinking about matters affecting Enterprise Families. It gives you our forward look on what we're learning...
This is the report of findings of the 2021 FOX State of the Ultra-Wealth Business. The full report is only available to firms that participated in the study. If your firm participated, please contact your FOX Relationship Manager to obtain a copy of the report. The study represents FOX’s best and most current thinking on the direction o...
FOX Foresight keeps you up to date on our latest thinking about matters affecting Enterprise Families. It gives you our forward look on what we're learning from our members and subject matter experts. Please share it broadly with your family, your office, and your advisors. 2021 FOX Foresight is presented in 7 chapters: Resiliency in Times...
FOX Foresight keeps you up to date on our latest thinking about matters affecting Enterprise Families. It gives you our forward look on what we're learning from our members and subject matter experts. Please share it broadly with your family, your office, and your advisors. 2020 FOX Foresight is presented in 7 chapters: Changes in the Famil...
Sophisticated families are looking for new ways to positively affect their communities and the world. Learn the innovative approaches of six families achieving lasting impact in our world.
Today’s families of wealth are increasingly focused on aligning their dollars with their values. The question often is, “Why not deploy our capital to achieve financial return and social/environmental good?” Some view this as abandoning traditional investing. In truth, it’s an evolution of ideals that always have been part of many families’ investm...
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...