Thursday, October 16, 2008

Single Family Offices Investing in Hedge Funds

Single Family Offices Investing in Hedge Funds
According to "On the Rise," the latest research report sponsored by CPA firm Rothstein Kass, the alternative investment sector will continue to benefit from increasing asset allocations from Single Family Offices (SFOs).

The findings include that almost three-quarters of SFOs currently invest in hedge funds, with nearly 60% of this group planning additional allocations in the coming year

SFOs with hedge fund allocations hold an average of 3.2 hedge funds or fund-of-funds in the portfolio. Nearly 70% of SFOs with hedge fund allocations report that these investments have met or exceeded performance expectations over the past 12 months.

Over 70% of SFOs with hedge fund allocations report "lack of transparency" as a key concern. Other concerns sited include lock-up periods (60%), style drift (55%) and fraud (37%)

More at; Survey Shows Nearly 75% of Single Family Offices Invest in Hedge Funds, With Plans to Increase

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