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Listed equity is the most preferred asset class for family offices across the world and Asia Pacific (APAC) region, shows an infographic shared by Cervin Family Office.
The analysis of family office client allocations as of June 30, 2024 shows that in an equal-weighted methodology, where each account is equally represented, equities emerge as the dominant asset class globally, accounting for 35% of allocations. APAC leads with a high 40.3% in equities.
Cash and fixed income are the next two asset classes with high exposure. Real estate and private equity allocations are comparatively small, both globally and APAC.
|
Asset allocation |
||
|
|
Global |
Asia-Pacific (APAC) |
|
Cash |
28.20% |
27.30% |
|
Fixed income |
22.40% |
20.30% |
|
Equities |
35% |
40.30% |
|
Hedge funds |
3% |
3.70% |
|
Private equity |
7.30% |
4.70% |
|
Real estate |
3.50% |
3.20% |
|
Commodities |
0.70% |
0.50% |
However, the capital-weighted allocations, where larger accounts have a bigger influence, highlight an even greater tilt towards equities, with 55.6% globally. APAC also shows substantial equity allocation at 58.5%.
Cash and fixed income occupy the next the two spots in terms of term exposure among family offices globally and APAC.
|
Asset allocation |
||
|
|
Global |
Asia-Pacific (APAC) |
|
Cash |
20.40% |
17% |
|
Fixed income |
17.70% |
20.30% |
|
Equities |
56% |
58.50% |
|
Hedge funds |
2% |
1.40% |
|
Private equity |
2.60% |
1.80% |
|
Real estate |
1.40% |
0.80% |
|
Commodities |
0.40% |
0.30% |