Industry News September 26, 2018

Family Office Returns Continue to Rise

Family offices have continued to ramp up in the past few years. Sara Ferrari commented on these changing family office allocations.

Family Offices Continue to Drive Impact Investing Industry

Sara Ferrari, Head of Global Family Office at UBS, expressed,  "Family offices have delivered their strongest returns since we began measuring their performance five years ago."

Summary

Family offices have continued to ramp up in the past few years. Sara Ferrari commented, "Family offices have delivered their strongest returns since we began measuring their performance five years ago."  For family offices, 46% of their portfolio is alternative accounts this has increased by 2.9% since last year. 

  • - Half of family offices plan to increase their direct investment allocations. 
  • - Sustainable investing was practiced by 38% of family offices surveyed.
  • - 45% plan to increase their allocations to sustainable investing. 

View original article here.


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