Investment Strategies

Announcement: Have Your Say In Survey Of Family Office Asset Allocation Trends

Eliane Chavagnon Editor 25 August 2016

Announcement: Have Your Say In Survey Of Family Office Asset Allocation Trends

Family Wealth Report has put together an asset allocation survey to identify current trends in the family office space, and will reveal the findings at its upcoming conference.

Ahead of Family Wealth Report’s inaugural Asset Allocation Summit next month in New York City, we are inviting our readers to take part in a quick survey to help make the event as dynamic and useful as possible.

The full-day event on September 21 will address both current and emerging issues – at home and abroad – that are impacting or may impact how families and the professionals that serve them make crucial investment decisions in 2016 and beyond.

Please click here to take part in our survey, which aims to uncover asset allocation trends in the family office sphere, and how wealthy families are adjusting their portfolios in the current economic climate.

The results will be unveiled at the Summit, to be held at ​The University Club in New York.

Panels and presentations from leading industry executives confirmed so far include:

  • The Year of the Unimaginable?; Lower for Longer: Global Rates and Investor Reactions;
  • Jump-Starting a Private Market Allocation with Secondaries;
  • Protecting Assets – Making Full Use of The Financial Toolkit; Families and Direct Investing;
  • Passion Killer: Can Art and Investing Mix?;
  • The Outlook for Venture; Investment Trends And Best Practice: Leading CIOs Speak; and
  • Responding to the Return Gap: Alternatives and Private Market Premiums.

Click here for further details and to register for the event, which is is open to attend only to qualifying Family Wealth Report subscribers and investment professionals within single and multi-family offices, investment consultants and advisors to high net worth clients.

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