Recent HNWI & FO survey takeaways:
• 7 out 10 respondents said achieving capital gains (not income) is the most important aspect when allocating to new alternative assets
• Many families are simply seeking good opportunities wherever they arise (not running a fixed portfolio)
• 7 out 10 respondents said achieving capital gains (not income) is the most important aspect when allocating to new alternative assets
• Many families are simply seeking good opportunities wherever they arise (not running a fixed portfolio)
• portfolio diversification (various funds, managers, global regions, asset classes, etc) and generating outsize returns are front of mind for most HNWIs & FOs
• In terms of sectors, Techonology is still the key focus, with the ongoing demand for venture capital deals/funds
• In terms of sectors, Techonology is still the key focus, with the ongoing demand for venture capital deals/funds
• The key for most families is having access to the best-performing managers (most want to know that the fund managers they back are real rising stars)
• In times of crisis special situations & distressed credit funds should be an area of interest, and they have been popular
• In times of crisis special situations & distressed credit funds should be an area of interest, and they have been popular
• most HNWIs & FOs are still interested in dislocation due to the pandemic impacting the real economy unlike public markets
• recent allocations include equity turnaround funds, traditional PE secondaries strategies, specialist secondaries providing liquidity, niche funds, etc
• recent allocations include equity turnaround funds, traditional PE secondaries strategies, specialist secondaries providing liquidity, niche funds, etc
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