2023重点关注家族理财办公室（英）.ppt

该【2023重点关注家族理财办公室（英） 】是由【蒙查查】上传分享，文档一共【11】页，该文档可以免费在线阅读，需要了解更多关于【2023重点关注家族理财办公室（英） 】的内容，可以使用淘豆网的站内搜索功能，选择自己适合的文档，以下文字是截取该文章内的部分文字，如需要获得完整电子版，请下载此文档到您的设备，方便您编辑和打印。FamilyOfficeStudy2023Currentchallenges,investmenttrendsandthegrowingimportanceofESGcriteriaJanuary20242FamilyOfficeStudy2023Inanutshell...-,,,,,&healthcareaswellasIT&,digitalization,processprofessionalizationandtheshortageofworkforce,,%offamilyoffices,risinginterestratesandthehigherprojectandfinancingcoststheybringcurrentlyrepresentthebiggestchallenge(2022:82%).Whiletheenergyandrawmaterialscrisiswasstilltopoftheagendalastyear(2022:89%),only47%:%(2022:83%)%ofKeychallengesforfamilyofficesbyrelevance(multipleresponsespossible)Challengesconsideredsignificantorverysignificant6%8%61%25%Risinginterestrates14%14%50%22%Geopoliticalupheavals6%25%56%14%Recession8%42%42%8%Digitalization17%36%39%8%Energyandrawmaterialscrisisfamilyoffices,%25%31%36%6%ClimatechangeAlthoughdevelopmentslikeadvancingdigitalization(50%;2022:47%)andclimatechange(42%;2022:41%)havegainedimportance,familyofficesarecurrentlyfocusingonoptimizingtheirassetallocationtoenablethemtocopewiththebiggestchallengesandminimizetherisks,%(2022:27%)viewthe14%64%14%8%Otherpoliticalinfluences50%39%3%3%6%COVID-(22%).VeryinsignificantInsignificantNeutralSignificantVerysignificantSource::(92%;2022:88%),'activitiesandreadjustmentplansinthedifferentassetclassesShareoffamilyofficesforwhichthetopicisrelevant12%15%47%21%6%Cash94%3%21%55%18%3%RealestateStocks92%92%89%86%83%78%78%75%42%Alsogainingrelevancearestocks(92%;2022:89%)and,aboveall,privateequity(PE)%panies,while86%,60%(2022:49%),%58%30%9%3%28%38%22%Privateequity(directinvestments)6%3%48%32%10%Privateequity(funds)3%37%57%3%Fixed-einvestmentsIn2022,onlyaround40%offamilyofficesincreasedtheirleveloffixed-,60%arecurrentlyplanningtoinvestmoreinbondsorotherfixed-(78%;2022:70%).,funds(78%)andventurecapitalinvestments(75%)inglessimportant(2022:each82%).Only42%%14%61%11%4%PreciousmetalsFunds4%32%50%14%22%7%37%26%7%Venturecapital(directinvestments)7%20%53%20%Crypto&digitalassetsSignificantreductionSource:RolandBergerReductionNochangeIncreaseSignificantincrease5FamilyOfficeStudy2023FamilyofficesmakedirectinvestmentsincharacteristicwaysDirectinvestmentsinprivateequityAnincreaseindirectinvestmentisatrendwealreadydescribedinourfirststudyin2021,,thefamilygainstheopportunitytobeinvolvedinbusinessprocesses,[%]13%Always22%Never16%Often19%RarelyToidentifysuitabletargets,afullanddetailedpany'sbusinessmodel,,-50million,whileonly16%%SometimesSizeoftargetsacquired[revenueinEURmillion]3%EUR301-500million10%EUR101-300million3%EUR51-100millionAround30%,40%neverorrarelydoso,'snetworkandmandatedM&%EUR0-20million35%EUR21-50millionSource:RolandBerger6FamilyOfficeStudy2023Medicine&healthcareandIT&digitalbusinessmodelsarethetargetsectorsInvestmentfocusforfamilyofficesTobetteraddresscurrentmarkettrendsandexploitinvestmentopportunities,(multipleresponsespossible)For69%paniesfromthemedical&healthcaresectorarecurrentlytopoftheagenda(2022:66%).ThisismainlyduetoouragingsocietyandtheexperienceoftheCOVID-&digitalbusinessmodels,too,areconsideredincreasinglyattractive(67%;2022:64%).,ontheotherhand,elessimportant,nowconsideredrelevantbyonly50%,thisindustrywasstillinthetopspotat68%.&,,thefamily'%67%50%36%33%22%14%Medicine&healthcareIT&digitalbusinessmodelsGreentechnologiesInfra-structureIndustrialapplicationsServicesFinance&fintechsSource:RolandBerger7FamilyOfficeStudy2023FamilyofficesareincreasinglyconsideringESGcriteriaintheirchoiceofassetsImportanceofESGcriteriaforfamilyofficesThesignificanceofenvironmental,socialandgovernance(ESG)%ofrespondents,%,64%,%.InfluenceofESGcriteriaontheselectionofpotentialassetsShareoffamilyofficesforwhichthetopicisrelevant8%6%6%31%50%6%ResourcescarcityCarbonfootprint100%94%94%15%32%47%47%9%9%5%35%Waterconsumption/pollution10%48%33%5%Other58%3%33%64%Safety/health100%100%100%6%14%39%33%8%Notleastduetotheheightenedlegalrequirements,Supplychaintransparencyapliancesystem(69%)-3%11%56%31%prehensiveriskmanagement(64%),63%,suchpositionofmanagement,arehighlyrelevantforjust21%%29%63%3%97%47%6%6%65%24%6%3%6%3%25%58%11%Compliance100%100%97%28%50%14%RiskmanagementEthicalmanagementOther34%43%20%7%71%21%39%VerylowLowNeutralHighVeryhighSource:,,-financialimpactofinvestments8%8%UnimportantVeryimportantanicfarming,,47%%Neutral42%,,therecanoftenbealackoftransparency,andthiscanreduceindividualstakeholders'%Never22%Always19%Rarely25%Often28%SometimesSource:RolandBerger9FamilyOfficeStudy2023anizationalandfamily-relatedchallengesLastyear,around20%,digitalizationandprofessionalizingthefamilyofficeanizationalchallengesforover90%(89%)andinternationalizingthefamilyoffice(56%).InternalchallengesforfamilyofficesChallengesconsideredimportantandveryimportant8%42%50%Cybersecurity8%53%39%39%Lookingattasksdirectlyconnectedtothefamily,78%offamilyofficesbelievethattheirgreatestchallengeistoputappropriatestructuresinplaceforthenextgenerationtotakeoverthebusiness,aswellastoensureadequateconsiderationofthefamily'sattitudetoriskinprocesseswithinthefamilyoffice(73%).Gettingthenextgenerationinvolvedinthebusinessatanearlystageisachallengefor72%(61%)andeffectivegovernancestructuresthatenablethefamilytohaveanactiveinfluenceaswellasco-determinationarealsoimportantfor56%.Refinancingthefamilybusinessislessrelevantforfamilyoffices(28%)%6%64%28%Professionalization3%8%50%Accesstotalent3%42%42%14%Internationalization8%14%42%36%Structuresforbusinessession6%3%8%6%22%42%31%Reflectingthefamily'sattitudetorisk17%44%28%25%Integratingthenewgeneration33%39%47%14%14%Sustainability3%31%Governancestructuresforco-determination25%19%28%