家族办公室洞察系列报告——亚太地区：2024年家族办公室十大趋势

Investment Rating - The report does not explicitly provide an investment rating for the family office sector in the Asia-Pacific region Core Insights - The report identifies three major market risks for 2024: potential global economic recession (73% of respondents), geopolitical tensions (55%), and inflation (44%) [5][14][19] - 67% of family offices prioritize investment risk management as a strategic focus for 2024, followed by investment governance and valuation policies (53%) [5][19] - Family offices in the Asia-Pacific region maintain a generally optimistic outlook, with 77% expecting their assets under management (AUM) to grow in 2024 and 84% anticipating an increase in family wealth [6][10] Summary by Sections Family Office Trends - The report highlights ten key trends for family offices in 2024, including investment strategies, risk management, talent acquisition, sustainable development, intergenerational transfer, digital transformation, and cybersecurity [2][6] - Family offices are increasingly focusing on sustainable investments, with over half (52%) participating in such initiatives, and the proportion of sustainable investments expected to rise from 13% to 24% over the next five years [6][8] Investment Strategies - In 2023, the primary asset classes held by family offices were equities (25%), private credit and direct lending (21%), real estate (19%), and fixed income (19%), collectively representing over 84% of their investment portfolios [5][31] - Family offices plan to increase allocations to developed market equities (32%) and real estate (31%) in 2024, reflecting a shift towards growth-oriented investments [31][36] Risk Management - Investment risk is identified as the primary risk for family offices, with 72% of respondents highlighting it as a key concern [16][19] - The report emphasizes the need for robust governance structures and investment discipline to mitigate risks associated with concentrated portfolios [19][20] Global Diversification - Family offices in the Asia-Pacific region currently allocate an average of 32% of their investments outside the region, with over 20% planning to increase investments in North America (23%) and the Middle East (21%) [39][40] - The trend towards geographic diversification is driven by the desire to hedge against economic slowdowns in local markets [40][41]