The report, which contains insights from 320 single family offices across seven regions of the world, finds that Just as balanced portfolios appear to be back in favor, so too does active management. Amid rapid technological change, shifting rate expectations and uneven growth, the increased dispersion of returns offers opportunities for active management. Geopolitics emerges as the top concern for family offices, followed by climate change in the medium term.
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UBS Global Family Office Report 2024: balance is back
Sustainability is becoming an increasingly important topic affecting not just family offices’ investment portfolios, but also the long-term outlook of operating businesses. More than half (57%) of family offices with an operating business are either taking sustainability considerations into account already for their operating businesses or plan to do so in the future.
