7 More Family Office Resources:

• Market Neutral Hedge Strategy Family Office Definition: Market Neutral Hedge Strategy Market Neutral Hedge Strategy definition:  Market neutral is a hedging practice that aims for positive absolute returns, regardless of general market returns.  By taking long and short ...
• Market Risk Family Office Definition: Market Risk Market Risk definition:  Market risk, also called systematic risk or beta, refers to the volatility in prices in the equity and bond markets from broad economic influences or events. ...
• Style Boxes Family Office Definition: Style Boxes Style Boxes definition:  Style boxes are a way of categorizing investments, made popular by Morningstar®.  The style box methodology has largely influenced mutual fund managers to avoid straying from ...
• Fundamental Indexing Family Office Definition: Fundamental Indexing Fundamental Indexing definition:  Fundamental indexing is an investment strategy that blends tenets of both active and passive management styles.  The index is defined based on various stock fundamentals (such ...
• Limit Order Family Office Definition: Limit Order Limit Order definition:  A limit order differs from a market order by defining a price threshold for the transaction to be completed.  Market orders are carried out immediately regardless ...
• Special Use Valuation Family Office Definition: Special Use Valuation Special Use Valuation definition:  When the fair market value of farmland greatly exceeds its agricultural value, "special use valuation" may be used for estate tax purposes to lower ...
• Gift of Equity Family Office Definition: Gift of Equity Gift of Equity definition:  A gift of equity occurs when property is sold to a family member for less than market value.  The difference between market value and ...