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

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

Assessment

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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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3 questions

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1.

OPEN ENDED QUESTION

3 mins • 1 pt

What is the significance of ESG and sustainable investing for family offices?

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2.

OPEN ENDED QUESTION

3 mins • 1 pt

What trends are emerging in the asset allocation of family offices over the next three years?

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3.

OPEN ENDED QUESTION

3 mins • 1 pt

How do family offices balance the need for returns with their values regarding climate change?

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