In this episode, I provide detail on how Family Office clients are effectively using ETFs for portfolio management. I also provide some feedback on the latest reports from Citi and UBS.
ETF Uses Covered:
* Portfolio Completion
* Asset Allocation (TAA, SAA, DAA).
* Equitization
* Investable benchmarks
* Core multi asset portfolios.
Fortnightly Roundup:
* Family Office use of leverage
* The family office as an education centre
* Direct investments
* Investment Governance
* Main challenges - staff vs costs.
* Outsourcing vs not offering services
* Compensation methods - carry, co-ahead.
* Two new firms, one from Edward Marshall and the other from Andrew Hagger, Stephen Daly & Alexander Nikov.
For more insights into family offices and their investments, operations and technology, subscribe to the Sherpa newsletter at: hallroad.com.au.
Cheers
Shaun.
“Hall Road Investments Pty Ltd is a Corporate Authorised Representative (CAR No. 001279456) of Non Correlated Capital Pty Ltd (AFSL No. 499882). Shaun Parkin is an Authorised Representative (AR No 001279458) of Hall Road Investments Pty Ltd (CAR No. 001279456) and is authorised to provide general advice to wholesale investors”
Comments