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Alternative Market Briefing

Family offices staffing up for direct private equity investments

Monday, May 08, 2017

Komfie Manalo, Opalesque Asia:

A majority of family offices are hiring personnel for direct private equity investments, with 81% of them have at least one person working full time sourcing and evaluating direct investments with 51% devoting two or more people to this activity full time.

That was the findings of the 2017 FOX Global Investment Survey by the Family Office Exchange (FOX).

"Since the financial crisis, we have seen families looking for alternatives to traditional equity and bond investing and reassessing their hedge fund allocation," said Sara Hamilton, founder and CEO of FOX. "Direct investing gives family offices the opportunity to invest - as a lead or co-investor - in companies they know well, and where they, on average, expect double digit returns."

Kristi Kuechler, President of the FOX Private Investor Center said, "The families focusing on direct private investing typically choose to build out their own in-house staff. Of the 118 survey respondents, the average staff of the family office is 13 full time employees, with three involved in the investment process, and 2 of those 3 focused on sourcing and evaluating direct investments."

Other study findings include:

The overall sample reported a 7.2% portfolio return for 2016, which 64% said was a satisfactory result. For comparison, the MSCI All Country World Index returned 8.2% and the S&P 500 returned 9.5% in 2016.

Natural resources, including commodities, had the best return......................

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