7 More Family Office Resources:

• Directional Hedge Strategy Family Office Definition: Directional Hedge Strategy Directional Hedge Strategy definition: Directional hedging is tactical in nature, focusing on short-term investment opportunities.  This includes many hedging strategies, such as long-short, global macro, and market neutral. Download ...
• 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 ...
• Long-Short Hedge Strategy Family Office Definition: Long-Short Hedge Strategy Long-Short Hedge Strategy definition:  Long-short strategy is a hedging practice where the investment manager chooses stocks that are believed to perform poorly and uses leverage to sell those ...
• Dedicated Short Hedge Strategy Family Office Definition: Dedicated Short Hedge Strategy Dedicated Short Hedge Strategy definition:  Dedicated short hedge strategies sell short positions in securites that are perceived to be overvalued or expected to drop in price. There ...
• Tactical Asset Allocation Family Office Definition: Tactical Asset Allocation Tactical Asset Allocation definition:  Tactical asset allocation is an active management strategy which temporarily adjusts the portfolio's targeted asset allocation for anticipated market opportunities or avoidance of anticipated ...
• Global Macro Hedge Strategy Family Office Definition: Global Macro Hedge Strategy Global Macro Hedge Strategy definition:  Global macro is a directional hedge strategy involving a top-down analysis of broad economic conditions, political and financial environments, and market conditions.  ...
• Quantitative Strategy Family Office Definition: Quantitative Strategy Quantitative Strategy definition:  Quantitative strategy is based purely on statistics or mathematical calculations to identify anomalies or investment opportunities. A quantitative approach is highly disciplined and removes all human ...