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Prestel SFO conference | Day 2, That’s a Wrap! Key Takeaways

Prestel SFO conference | Day 2, That’s a Wrap! Key Takeaways

Prestel SFO conference | Day 2, That’s a Wrap! Key Takeaways:

1. When it comes to asset allocation, Family offices must remain agile, continuously evolving their strategies to keep pace with the dynamic global investment landscape.

2. With the exception of Real estate, there is significant under-allocation to alternative investments among early stage/developing GCC family offices. The underweighting of alternatives is part of a broader issue of suboptimal allocation and risk management practices. At the time where SFOs are required to perform, families should ensure that a systematic exposure to alternatives is prioritized.

3. Alternatives is not a tourist business. Developing expertise in investment allocation across major asset classes takes time and resources, and families should not be shy of relying on outsourced (oCIO) arrangements, using best in class independent providers.

For additional details and discussions, visit the full post on LinkedIn.

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