Chart of the Week: Allocation changes for family offices

45 percent of family offices have upped their allocation in the last year  




The second Annual Family Office and Foundation Private Equity Survey, produced by montana capital partners and PEI, details the strategies and opinions of this very active investor segment. 

Almost half of the 64 family offices and foundations surveyed (45 percent) said they had increased their private equity allocation in the last 12 months, compared to just 13 percent who said they had decreased their allocation.  

Separately a third of family offices said they would increase their allocation within the next twelve months. Only 11 percent intend to decrease their allocation in the coming 12 months.  

These results suggest that few family offices are moving away from the asset class and instead value private equity as a very important asset class strategically. One family office interviewed for the report justified its decision to increase its allocation to private equity by saying that currently there are good investment opportunities. 

The Research & Analytics’ fundraising platform currently profiles 172 family offices globally with exposure to private equity. 

The report is available for download in full here