Family Office Returns Continue to Rise

FINTRX News March 8, 2019

Family Offices Continue to Drive Impact Investing Industry

Sara Ferrari who is the head of global family office at UBS said this about FO's "Family offices have delivered their strongest returns since we began measuring their performance five years ago."

09/25/2018

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. 

 

For more information see original source here.

 

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FINTRX was developed by the founders of Capital Hedge, a data research and consulting firm founded in 2007 with a specialty in providing alternative investor research and family office database intelligence to global investment managers. FINTRX is the result of years of client feedback, each looking for a more efficient and organized way to raise capital. By providing continuously updated data, capital raising tools, CRM technology, distribution list creation, and sending capabilities, FINTRX is asset raising simplified.

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