UBS Family Office Unit: Clients Focused on Real Estate, Private Equity

The video discusses the current global economic concerns, highlighting the uncertainty in the market due to geopolitics and climate change. It explores how family offices are adjusting their investment strategies, focusing on cash reserves, alternative investments, and long-term asset classes like real estate and private equity. The video also delves into the growing trend of ESG and sustainable investing, noting that while it currently represents a small portion of portfolios, interest and investment in this area are expected to increase significantly in the coming years.

What are the two main concerns for family offices regarding the global economy?

• Technology and healthcare

• Education and infrastructure

• Tourism and agriculture

• Geopolitics and climate change

How are family offices adjusting their investment strategies in response to economic uncertainty?

• Increasing cash reserves significantly

• Focusing on short-term gains

• Adopting risk mitigating strategies

• Investing heavily in technology stocks

Which asset classes are family offices focusing on for long-term investments?

• Art and collectibles

• Cryptocurrencies and bonds

• Commodities and foreign exchange

• Real estate and private equity

What is the current trend regarding ESG and sustainable investments among family offices?

• They are a major part of portfolios

• They are being replaced by traditional investments

• They are being ignored

• Interest is growing but still a small portion

What percentage of family offices expect to be actively involved in ESG investments in the next three years?

• 40%

• 80%

• 60%

• 20%

How do sustainable investments align with family office values?

• They are unrelated to family values

• They match family values and capture returns

• They focus solely on financial returns

• They ignore environmental concerns

What is the expected increase in the proportion of sustainable investments in family office portfolios over the next three years?

• From 20% to 33%

• From 20% to 25%

• From 20% to 30%

• From 20% to 40%