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Mon 13 May 2024
3 Major Trends Shaping Family Office Investments Globally
1. Increasing Interest in Impact and ESG Investments: Environmental, social and governance (ESG) considerations are increasingly becoming a focal point for family offices..

1. Increasing Interest in Impact and ESG Investments:

 

Environmental, social and governance (ESG) considerations are increasingly becoming a focal point for family offices. Impact investing, in particular, is gaining momentum as more investors seek not only financial returns but also social impact. Killian Graulich of KCG Advisory highlights this shift, noting, "We're seeing a surge in interest for impact investment strategies across various asset classes, particularly from family offices eager to integrate these themes into their future investment plans."

 

2. Exploring Co-Investment Opportunities with Trusted Family Networks:

 

Many family offices are expanding their investment strategies through co-investments with trusted networks. This approach allows families to pool resources, share risks and capitalize on collective expertise. Lisa Morris from AKS Family Partners explains, "Our strategy involves deepening co-investment ties with other trusted family offices, enhancing our capacity to leverage a broader spectrum of opportunities."

 

3. Conservative Approach Amidst Market Uncertainties:

 

In response to uncertain market conditions, many family offices are adopting a more conservative investment stance. The current economic environment has led to higher cash reserves, often yielding historically high returns. Elaine Chow of Voyager Capital points out, "Given the unpredictable market dynamics, we, along with many others, are maintaining substantial cash reserves, which are yielding at historically high rates."

 

The 171st Private Investment Forum Worldwide “Single Family Offices’ Investment Strategy for 2024” was highly successful, serving as a crucial meeting point for family office leaders to discuss the latest trends, investment strategies and future outlooks within the family office sector.

Participants mentioned in the article
Elaine
Elaine Chow
Managing Director
Trinity Capital
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