Research
Demographics, Market Complexity are Changing Family Offices
As family offices grow, new offices and next-generation principals may require more cash, more education, Bank of America research found.
Tag: Direct Investments
Asset Allocation
Family Offices Are Hungry for Direct Investments, Private Equity, per Report
But they have little appetite for private credit and hedge funds.
Alternatives
Family Office Investors Attracted by Flexibility, Tax Advantages of Direct and Co-Investments
Interest in alternative investments remains strong, but family offices are taking a more disciplined approach to the asset class.
Research
Pension Investors Can Improve the Productivity of the Companies in Which They Invest
Productivity improvements happen across ‘four channels’ due to direct equity stakes from asset owners, research finds.
Manager Selection
Exclusive: Hartford HealthCare Posts a Healthy 33.5% Gain Despite Industry Pains
Investment Committee Chair David Roth gives high praise to CIO David Holmgren for the return.