7 More Family Office Resources:

• Growth Style Family Office Definition: Growth Style Growth Style definition:  Growth style investing is the practice of identifying stocks that are perceived to grow earnings faster than the general equity market. Companies that are highly profitable ...
• 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 ...
• Tax-Efficient Asset Allocation Family Office Definition: Tax-Efficient Asset Allocation Tax-Efficient Asset Allocation definition:  Tax-efficient asset allocation refers to the practice by wealth managers to place more tax-efficient investments (such as long-term stock holdings) in taxable accounts and ...
• 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 ...
• Enhanced Indexing Family Office Definition: Enhanced Indexing Enhanced Indexing definition:  Enhanced indexing is an investment strategy that blends tenets of both active and passive management styles.  Stocks within the index that are poorly performing may be ...
• Options Family Office Definition: Options Options definition:  Options are derivative securities that are bought and sold to give the holder the right (but not an obligation) to trade stocks at a specified price during the ...
• Socially Responsible Investing Family Office Definition: Socially Responsible Investing Socially Responsible Investing definition:  Socially responsible investing (SRI) is an investment style identifying or excluding opportunities by certain criteria. The definition of "socially responsible" is debatable among various ...