Most teenagers have heard that investing early in life is a way to build wealth over time. They've most likely heard that buying stocks is a common way to invest. In this video, they learn what stocks are and how they are sold and purchased. They will also discover the benefits that stocks offer to investors.
When it comes to responsible investing, a simple checklist can do wonders. It can help investors move beyond intent to action and finally find the right stock or bond portfolio. This checklist includes four easy steps and begins with investors listing their concerns.
Regardless of the sector, nearly every healthcare organization has made significant investments in technology, as data and computing became essential in the healthcare setting during the COVID-19 pandemic. In addition to the pandemic, healthcare IT saw an uptick in M&A activity in certain sub-sectors. For those looking at potential investm...
2020 was a chaotic year for many industries and the COVID-19 pandemic created a host of challenges for providers in the home health and hospice space. For investors and business owners in that space, the year ended with robust M&A activity in the hospice sector while the home health M&A activity remained dormant. Looking at the trends and c...
No one should be surprised to see bouts of volatility in the market, including larger equity drawdowns. Uncertainty remains high at the start of 2021, with the world in a state of transition and optimistically moving from alarming levels of COVID-19 infections to a growing percentage of the population vaccinated. Buoyed by supportive monetary and f...
It is estimated that by 2020 between $400 billion and $1 trillion dollars will be invested through impact investing. Clearly this new approach to influencing positive social and environmental changes has far-reaching implications.This 2012 FOX Fall Forum session featured a panel of Julia Sze of Sonen Capital LLC; Mary Mewha of Abbot...
One of the trends we’ve seen in response to the volatility of the markets in recent years has been for private investors to rethink how they define investment objectives through a goals-based lens. Families are actively articulating and measuring their investment profile in terms of their personal financial goals, rather than in terms of market ben...
This organizing session at the 2012 FOX Fall Forum marked the launch of a new investment community, the FOX Deal Exchange. FOX CEO and FDX Chairman Sara Hamilton provided an overview of this venture, which was followed by a panel discussion with three leading private equity teams, each dedicated to deploying one family’s private capital in str...
Real estate has always been a tax-advantaged investment class, especially in the U.S. where rules allow you to shelter income or cashflow through depreciable losses and other mechanisms. For the investors who want deeper insights into all aspects of their real estate investments, they see how technology is transforming their abi...
The pandemic that was the dominant news story of 2020 will continue to hold its position for much of 2021. Between hopes for a COVID-19 vaccine and expectations for the Biden administration, how should investors think about the year ahead?
Investors have seemingly been concerned about Brexit since day one, and equity performance may have suffered because of it. This brings to light an important consideration for passive investors: the exact contents of their chosen benchmarks, which can make for a poor investment portfolio in many asset classes due to high levels of concentration.
The stakes are high: climate change is creating an urgent need for a lower-carbon economy, and the Biden administration will face the daunting challenge of reigniting the U.S. economy in the wake of the pandemic, and energy may be a critical catalyst of that recovery. Dr. Daniel Yergin—a leading global authority on energy, economics and geopo...
There’s a fading but lingering misconception that socially responsible investing (SRI) means sacrificing returns against a benchmark. The source of concern—and misconception—can often be traced to confusion around the tracking error. By understanding what’s behind a portfolio’s deviation from the performance of its ben...
The pool of potential investors for private offerings has widened under the Securities and Exchange Commission’s new definition of “accredited investor” in Rule 215 and Rule 501(a). Accredited investors—considered to be sufficiently sophisticated and risk tolerant—are permitted to participate in certain private offerin...
Technological innovations in bond trading rarely grab headlines, but advancements have substantially changed how business is conducted in the fixed income markets. When used as part of a comprehensive portfolio construction process, electronic trading helps improve efficiency, enhancing performance while reducing account minimums and expanding cust...