Wed, May 18, 2022
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

With 16.4% return in 2017, Asian family offices outperform global average

Thursday, October 18, 2018

Laxman Pai, Opalesque Asia:

Family offices scored average returns of 15.5% last year, up from 7% in 2016 and 0.3% the prior year, according to UBS Group and Campden Wealth.

Asian family offices led the way with a 16.4% return in 2017, fueled by soaring stock markets and private equity, according to a press statement issued by Campden yesterday.

Continued improved returns in 2017 was largely due to family offices' continued preference for equities. Families allocated 28% of their average portfolio to equity markets, up by 4.3 percentage points year-on-year.

After surveying 311 family offices with an average size of $808 million assets under management, the research said: "This represents an on-going shift driven by fruitful gains, as last year's report announced a similar 2.6 percentage point increase in developed markets equities allocations."

Within their equity portfolio, family offices invested 22% in developed markets and 6% in developing markets. The strategy paid off, with developed markets returning 23% and developing markets returning 38% last year.

Family offices favour alternatives

Almost half of the average family office portfolio (46%) is now allocated to alternative investments-a 2.9 percentage point increase from the previous year, despite a large reduction in hedge fund allocations.

Private equity remained a stronghold in family office portfolios, with allocations increasing to 22%, up 2.8 percentage points from 2017......................

To view our full article Click here

Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing


  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Opalesque Exclusive: Long/short equity hedge fund with bear market experience has a winning quarter[more]

    B. G., Opalesque Geneva: Experience during a Russian bear market lasting five years enabled Christian Putz to identify certain investment patterns in the market which he now applies to his current investment strategy. London-based ARR Inv

  2. Opalesque Exclusive: Global equity manager focuses on symbiotic value chains[more]

    B. G., Opalesque Geneva: A global equity manager has made a point of focusing on the phenomenon of shrinking supply chains and avoiding zero-sum business models. London-based Tollymore Investment Partners is a private partnersh

  3. Satori Capital intros energy transition fund, a long/short equity strategy[more]

    Laxman Pai, Opalesque Asia: Dallas-based alternatives manager founded on the principles of conscious capitalism, Satori Capital has launched Satori Environmental, a long/short equity strategy that primarily invests in securities impacted by the global energy sector's shift from fossil-based s

  4. The Big Picture: With the war, E, S, and G have collectively moved back to the fore[more]

    B. G., Opalesque Geneva: In this interview, Dr. Patrick Welton, founder and CIO of Welton Investment Partners, offers his observations on the major macro themes expected to affect the comm

  5. Other Voices: The selloff is overdone[more]

    Authored by Heeten Doshi, founder of Doshi Capital Management. Anyone who is still bearish and calling for more downside is foolish. The selloff is overdone. To point to further declines from here is poor risk management. With the Nasdaq 100 down 22% and S&P 500 down 13% for the year