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Family Office
November 1, 2021
2 mins

Dawn of a new approach to asset allocation

November 1, 2021
2 mins
Itay Blasenheim
Global Head of Direct Investing
Viswanathan Venugopala
Head of Global Investment Lab for Family Offices
SUMMARY

As family offices become larger and more sophisticated, their domain knowledge acquired over the years is rapidly nudging them in the direction of higher quality investments and an increased volume of deals often deemed to be unconventional.


Conventional methods of portfolio construction are being revisited with increasing enthusiasm by family offices and ultra-high net worth individuals in a post-COVID investment climate. The key reason behind this ongoing reassessment of traditional approaches to asset allocation is the rising attraction of direct investment opportunities. The desire for having greater control over investments and a quest for higher quality investment avenues are powerful motivations.

Circumnavigating traditional private equity funds and going down the direct route gives family office investors the chance to directly determine which companies to invest in. Many are proactively seeking disruptive opportunities with future potential in a post-pandemic investment climate. In tune with wide-ranging objectives and demands, and the ability to deploy the patient capital necessary for companies to evolve and expand, we believe direct investments seem to be a natural fit for family offices.

Via our latest whitepaper – The evolution of direct investing for family offices – we explore this very shift, from passive private equity funds to direct investing. We also address some of the common practices to avoid the pitfalls from this robust growth as family offices continue to develop and expand in-house infrastructure.

We then highlight the thematic opportunities family offices are looking to capitalize on within the private equity space and how they align with emerging trends in a post-COVID macroeconomic climate. We hope you find it to be interesting and informative, and as ever we welcome your feedback.

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Insights

Read some of our insights into the key issues for you and your wealth.

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