Sat, Nov 28, 2015
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Opalesque Radio

Highlights from "2010, The Myth of Family Offices", a study, that focuses on asset, risk management and investing in the context of the global financial and economic crisis.
Radio Feature Five: Sibylle Peter in conversation with Sona Blessing
Monday, January 03, 2011

radio Sibylle Peter is a member of the executive committee of Complementa Investment-Controlling AG. Among others, she also assists high net worth private clients and family offices with mandates and projects in asset management. As an author of the study she shares how its participants, family offices, regard allocating to private equity, hedge funds and tangible assets including insights on what they do differently post the crisis.

 Download this feature as MP3 (28.58 MB)

Listen to the complete feature
Highlights from "2010, The Myth of Family Offices", a study, that focuses on asset, risk management and investing in the context of the global financial and economic crisis.

Duration: 12:29 


Or listen to selected sub-features
  • Q1 - What are the highlights of the study and what seem to be the emerging allocation behaviour patterns and trends among family offices?
    Focus on risk monitoring, controlling, management, transparency
    Bias toward investing in tangible assets
    Their asset allocation strategy as such hasnít changed, rather the mechanisms have - i.e. pursue a more "institutional" approach

    Duration: 03:04 

  • Q2 - A profile of the study participants -
    Their willingness to take risk as a function of whether they are entrepreneurs or inheritors of wealth
    Their level of risk tolerance and how it differs to that embraced by institutional/pension plan investors?
    Opportunistic element in investing

    Duration: 02:47 

  • Q3 - Do they use asset liability models?
    The need for liquidity
    Risk taking post the crisis ... preference for security and liquidity rather than achieving return targets
    Duration tolerance spectrum
    Are they conservative in their allocation outlook? Are they active allocators?
    Is asset allocating and management out-sourced? In house? A blend?

    Duration: 03:32 

  • Q4 - Does the size of assets under management condition and influence their risk taking ability?
    The specific topic for the up-coming study?
    Which tangible assets are they investing in, preference for and why?

    Duration: 03:04 

Radio Link
  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Other Voices: Hedge fund marketing and the selling cycle[more]

    By Bruce Frumerman. How long is the selling cycle now? Thatís a question my financial communications and sales marketing consulting firm has been asked on a regular basis by hedge fund firm owners and sales people, ever since we opened the doors to our firm in 1987 pre-crash. Wa

  2. People - Solus Alternative Asset Management adds chief strategist from BTIG[more]

    From Daniel Greenhaus joined hedge fund manager Solus Alternative Asset Management as managing director and chief strategist. He will work closely with Chris Bondy, Solusí chief economist, managing director and executive vice president, said Chris Pucillo, CEO and chief investmen

  3. Opalesque Roundtable: Seeding deal terms can be onerous for hedge funds[more]

    Benedicte Gravrand, Opalesque Geneva for New Managers: Executives from fund of funds firms, family offices, a placement agent, a private equity firm, and an accounting firm gathered in Connecticut last month for the

  4. Opalesque Roundtable: Family offices flock to co-investment[more]

    Bailey McCann, Opalesque New York: Co-investments have been a hot topic for pension funds in recent years, as they try to move away from high fees and improve transparency. But now, family offices are more readily getting into the mix and establishing in-house deal teams, according to the delega

  5. More institutional investors invest in CTAs compared to last year despite dissatisfaction with performance[more]

    Benedicte Gravrand, Opalesque Geneva: "Despite a strong start to 2015 for CTAs in Q1, commodity market conditions have made return generation difficult for fund managers over much of the rest of the year to date," says Preqinís November