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Alternative Market Briefing

80% of the family offices expecting portfolio gains, says Citi

Thursday, September 15, 2022

Laxman Pai, Opalesque Asia:

Despite the concerns and perhaps a reflection of their sentiment that the market may have bottomed out, there is a high degree of optimism for portfolio returns over the next twelve months, with 80% of the family offices expecting portfolio gains and 62% expecting a 5% or higher increase in portfolio value, said a study.

According to Citi Private Bank's Family Office Group's newly released results of its 2022 Family Office Survey, as far as asset allocation, public equity represents the lion's share at 23%, but the attractiveness of real estate and private equity remains, representing 35% of asset allocations combined (20% and 15% respectively).

The 2022 Family Office Survey also found that direct investing remains a primary focus for family offices, with about a third of them allocating between 10% and 20% of their portfolio, while another third allocate more than 30%.

Direct investments are split almost evenly between real estate (37%) and operating businesses (33%), it said.

The survey also showed that the opportunity to translate curiosity about sustainable or ESG investments into action remains significant, as 60% of family offices still have not considered aligning some of their portfolios with these themes or are unsure how they align.

Co- or direct investment opportunities, private markets more broadly, and innovative strategies and partnerships demonstrate the greatest potential for ESG-related investments.

Thi......................

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