Sun, Nov 1, 2026
A A A
Welcome Guest
Free Trial RSS pod
Get FREE trial access to our award winning publications
Alternative Market Briefing

Global macro, multi-strategy and equity long/short are family offices' favourite strategies

Monday, November 13, 2023

B. G., Opalesque Geneva:

Swiss bank UBS's latest Global Family Office report, based on an extensive survey of 230 clients globally at the end of September, showed that family offices have increased their allocations in hedge funds in 2022, as investors seek more diversifiers.

That year, "hedge funds, in general, were able to protect investors' capital in a pretty nice way and depending on the strategy even being in positive territory," said Rene Steiner, Head of Hedge Fund Solutions Investment Specialists during a podcast. According to the report, the allocation to hedge funds for family offices globally went up from 4% in 2021 to about 7% in 2022. Many offices said that they would keep the location stable at about 6% in 2023.

In terms of strategy distribution, the report states that global macro, multi-strategy and long/short equity are the top strategies that family offices are planning to invest in during 2023.

"That is roughly in line with our CIO's preferred strategies for the year," said Daniel Insunza, Head Hedge Fund Specialists at UBS. "By far the most popular strategies that we see are the multi-strategy; typically firms where managers allocate capital across different teams and different strategies. The advantage of th......................

To view our full article Click here

Previous Opalesque Exclusives                                  
Previous Other Voices                                               
Access Alternative Market Briefing

 



  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Opalesque Exclusive: DACH institutions push alternatives to 32.3% of portfolios as hedge funds make a comeback[more]

    Matthias Knab, Opalesque for New Managers: Institutional investors in Germany, Austria and Switzerland now hold almost a third of their portfolios in alternative investments, and they are more confident than ever in

  2. KRX chief courts CalPERS for bigger bet on Korea[more]

    Korea Exchange Chairman and CEO Jeong Eun-bo held talks with California Public Employees' Retirement System, or CalPERS, to promote greater investment in South Korea's capital markets, the bourse operator announced Wednesday. Jeong met with CalPERS Chief Investment Officer Stephen Gilmore.

  3. 755 Unicorns, $8 Trillion: Fifth Era maps the autonomous digital economy[more]

    Matthias Knab, Opalesque for New Managers: Fifth Era Partners, a specialized asset manager focused on the convergence of Internet, AI/Agentic and Blockchain technologies, has released the findings of its 13th Bia

  4. Opalesque Exclusive: "Enough beta plays" - how Fasanara builds an alpha-only multi-strategy platform[more]

    Matthias Knab, Opalesque for New Managers: Most multi-strategy funds promise diversification. Fewer can explain why their return streams should stay independent when markets turn. In an Opalesque SkillsLab investor

  5. Opalesque Exclusive: Governance, Scale, and Boutique Resilience in a Consolidating Hedge Fund Industry[more]

    Matthias Knab, Opalesque for New Managers: The hedge fund industry has undergone significant consolidation in recent years, with capital increasingly concentrated among large multi-strategy platforms. Yet boutique m