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By Opalesque: A comprehensive global study by Ocorian, a specialist provider of services to HNWIs and family offices, reveals that family office fund managers are significantly increasing their exposure to alternative asset classes over the next two years, with no managers planning to reduce allocations.
Key findings
The research, which surveyed family members, senior employees, and intermediaries from family offices managing a combined $68.26bn in wealth across 13 countries, shows infrastructure investments leading the charge. Nearly two-thirds (64%) of family office investment managers expect to increase infrastructure allocations by 25-50% over the next two years. Real estate follows with 22% planning similar increases, while private debt (32%) and private equity (21%) also show strong projected growth.
Driving factors
Diversification benefits emerged as the primary motivation for increased alternative asset exposure, ranking ahead of improved transparency in the asset class. The income-generating potential of certain alternatives, particularly infrastructure, was identified as the third most important benefit. Recent strong performance, greater sector choice, and inflation protection capabilities rounded out the top reasons for the shift.
Regional perspectives
According to Simona Watkis, Ocorian's Head of Private Client for Cayman, there's clear acceleration toward alternative investments across both mature and emerging fa...................... To view our full article Click here
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