Asset allocation for family offices: exploring new perspectives
In uncertain times for the economy, family offices are reviewing their options. Most believe uncorrelated returns will be hard to find, especially if high-quality fixed income no longer delivers meaningful diversification. As they reduce fixed income allocations, they’re sacrificing liquidity for returns, increasing investments in private equity, real estate and private debt. In a departure from recent years, they’re also seeking out more active strategies.
More insights for you
More insights for you
The price and value of investments and income derived from them can go down as well as up. You may not get back the amount originally invested.