Sat, Dec 3, 2016
A A A
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 hasn’t 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. M&A - AllianzGI to acquire Sound Harbor Partners, SS&C completes acquisition of Wells Fargo's Global Fund Services business[more]

    AllianzGI to acquire Sound Harbor Partners Allianz Global Investors (AllianzGI), an active investment manager, announced that Sound Harbor Partners, a US private credit manager led by Michael Zupon and Dean Criares, have agreed to join its fast-growing Private Debt Platform. Under the te

  2. Europe - UK investors to pay more tax on money in offshore funds, Do you want to hand your money to super-algo or a Swiss banker?[more]

    UK investors to pay more tax on money in offshore funds From FT.com: Hedge funds in Dublin and Luxembourg are set to be hit by new rules that will force UK investors to pay more tax on the money they hold in offshore funds. As part of the government’s Autumn Statement on the country’s fi

  3. Hunt for yield pushes more investors into riskier assets[more]

    From FT.com: Pension funds and insurance companies have increasingly embraced riskier assets in their hunt for higher returns over the past five years. Alternative assets such as property, infrastructure, private equity and hedge funds have been bought up by institutional investors in a world where

  4. People - Nectar Financial hires senior investment team, Texas A&M replaces retiring foundation investment chief, Ex-Cadwalader partner Woolery makes another sudden exit, How to become a Python coder at a top hedge fund, by the co-CTO of Man AHL[more]

    Nectar Financial hires senior investment team Nectar Financial AG, a Swiss financial technology company for wealth and asset management, has announced that it has hired two key senior leaders to spearhead its digital asset management efforts. The company also announced that it has entere

  5. Activist News - Cognizant has introductory discussion with activist investor Elliott; to review letter, Starboard Value makes huge investment in Hewlett Packard, Hedge fund calls for removal of First NBC Bank CEO[more]

    Cognizant has introductory discussion with activist investor Elliott; to review letter From Indiatimes.com: Cognizant said it had an introductory discussion with Elliott Management after receiving the activist hedge fund's letter asking for a board shakeup, a buyback, a dividend and chan