The agenda-setting research which takes an inside look at the unique and private world of family offices has launched—and the call is out worldwide for participants to share their attitudes and experiences.
The Gobal Family Office Report (GFOR), released annually in September by Campden Research in partnership with UBS, is the world’s most comprehensive examination of family office principals’ attitudes to wealth, investments, philanthropy, staffing, and succession.
For the fifth year, researchers will be looking for the latest family office trends, in a 2018 which has started with a surge in market volatility.
The 2017 GFOR painted a picture of the average family office with $921 million assets under management as heavy on real estate, private equity and other alternatives, with relatively light equity exposure, though many planned to buy more in 2017.
Family offices were also shown to be keen to do more direct and co-investment, but were having trouble executing such deals. Private equity co-investment allocations fell 5.5% year-on-year, and active management fell 4% with families favouring PE funds instead.
For the first time, the report looked at impact investing, finding more than 28% had at least some impactful allocations, with many more planning to address this in the coming years. It also looked at gender representation, finding just under 8% of family office chief executives were women.
What will this year reveal, as family offices start to seriously question how much longer the bull market has to run, impact investing grows ever-more popular, and gender equality remains a key theme in the business and finance landscape?
Any qualifying offices which take part receive a complimentary copy of the report. The research is anonymised before publication.
To request a survey link and for more information, please contact the Campden Research team via email@example.com or +44 (0) 20 3763 2808.
Follow the researchers on Twitter @CampdenResearch #GFOR18
Visit globalfamilyofficereport.com to find out more and order copies.