Sat, Jul 26, 2014
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. Events – AIMA Australian Hedge Fund Forum, Sept. 16, Sydney[more]

    AIMA Australia invite you to join us at our annual Hedge Fund Forum on Tuesday 16th September 2014 at the Sofitel Sydney Wentworth. The AIMA Australian Hedge Fund Forum is a non-profit hedge fund conference organised by the industry for the industry, featuring quality Australian and internation

  2. Opalesque Roundtable: Success in hedge fund marketing not linked to performance, but investor appetite[more]

    Komfie Manalo, Opalesque Asia: Success in marketing a fund is not linked to the performance, but to investor appetite, to the way you can market the fund, and to how much time you can spend to raise assets, said Antoine Rolland, the CEO of incubator and seeding firm

  3. Opalesque Exclusive: Loeb, Grantham cite growing economic concerns in letters[more]

    Bailey McCann, Opalesque New York: Hedge fund manager Daniel Loeb, head of Third Point, and Jeremy Grantham of Grantham, Mayo, Van Otterloo & Co. have both released their quarterly investor letters today. While news is positive on some fronts, and both men see pockets of opportunity, they also h

  4. Investing – Hedge funds expect Netflix earnings to catapult forward, Third Point's Loeb takes stakes in Fibra Uno, YPF, Royal DSM, Lake Capital in talks to back Engine Group[more]

    Hedge funds expect Netflix earnings to catapult forward From Investing.com: Netflix has made major strides forward in 2014 despite ongoing battles with the FCC and cable companies over the issue of net neutrality. The FCC has now received over 500,000 comments from the public on its pend

  5. Hedge fund manager Winton Capital making headway with long-only strategy[more]

    From PIonline.com: North American investors are helping Winton Capital Management Ltd. make progress — albeit slowly — toward its founder's goal of becoming a $100 billion company. The firm's ticket to quadrupling its assets under management is unlikely to be one of its scientifically designed manag