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坎普登财富:2022年北美家族办公室报告(中译版)(88页).pdf

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1、THE NORTH AMERICA FAMILY OFFICE REPORT 2022The North America Family Office Report 2022Page 2 of 88This document has been prepared by Campden Wealth Limited.A number of sources were utilized to research and profile the characteristics of family offices.These were blended into a mosaic analytical fram

2、ework from which Campden Wealth Limited conducted extensive modelling and analysis.This information and data is part of data and analytics structures that Campden Wealth Limited is authorized topublish and are non-commercial in nature,and specifically non-attributable regarding the identity of any u

3、nderlying family offices and individuals.Information contained in this publication has not been tailored to the specific needs,investment objectives,or personal and financial circumstances of any recipient.It has been prepared for general guidance on matters of interest only,and does not constitute

4、professional advice of any kind.You should not act upon the information contained in this publication without obtaining specific professional advice.Although all pieces of information and opinions expressed in this document were obtained from sources believed to be reliable and in good faith,no repr

5、esentation or warranty(expressed or implied)is given as to the accuracy,completeness or reliability of the information contained in this publication,nor is it intended to be a complete statement or summary of the developments referred to in it.All information and opinions expressed in this document

6、are subject to change without notice and may differ or be contrary to opinions expressed by other business areas or divisions of RBC.Campden Wealth Limited is under no obligation to update or keep current the information contained herein.To the extent permitted by law,Campden Wealth Limited does not

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根据报告的内容,本文主要概括了2022年北美家族办公室的现状和趋势。关键点包括: 1. 投资风险:81%的北美家族办公室将投资风险视为首要风险,导致更多家族办公室采取保守或平衡的投资策略。 2. 通胀驱动:88%的北美家族办公室认为通胀是当前金融市场的主要风险,因此计划增加对私募股权、房地产和商品的投资。 3. 私募股权:私募股权成为焦点,2021年回报率高达26%,平均投资比例从22%上升到27%,预计2023年将进一步增加。 4. 可持续投资:37%的北美家族办公室参与可持续投资,预计五年内比例将上升至31%,主要关注气候变化减缓。 5. 技术投资:71%的家族办公室投资医疗技术,预计2023年人工智能、医疗技术和绿色技术将是投资热点。 6. 继任规划:仅有54%的北美家族办公室制定了继任计划,平均每年仅投资2%的运营成本在下一代教育上。 7. 网络安全:37%的家族办公室遭遇网络攻击,31%没有网络安全计划,30%认为自己准备不足。 8. 投资回报:2021年北美家族办公室平均投资回报率为15%,高于全球平均的13%。
北美家族办公室面临哪些主要风险? 家族办公室如何应对通货膨胀? 家族办公室在可持续投资方面有哪些新动向?
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