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

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

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Business

University

Hard

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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.

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7 questions

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1.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

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

2.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

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

3.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

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

4.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

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

5.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

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

40%

80%

60%

20%

6.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

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

7.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

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%