Family Office Investments - Fund Manager Selection & Use
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Aug 25, 2024
Explore what family offices seek in fund manager relationships. Discover the key criteria for manager selection and how tailored client service can enhance partnerships. The rising trend of exchange-traded funds and the balance between external expertise and internal oversight are also discussed. Learn how these insights can optimize investment strategies and help forge successful collaborations.
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volunteer_activism ADVICE
Skills and Capacity
Family offices seek expertise and capacity in asset classes where they lack internal skills.
Focus on demonstrating your ability to handle research and implementation to attract family offices.
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Unique Opportunities and Alignment
Family offices often back new funds and managers, seeking alignment of interest and access to talent.
Consider presenting unique opportunities or co-investment strategies to appeal to family offices.
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IP Transfer
Offer intellectual property transfer, such as financial education or asset class insights, to enhance your value proposition.
Some family offices prioritize IP transfer, viewing it as a key benefit of the partnership.
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In the latest Sherpa Podcast I delve into what family offices look for in a fund manager relationship. This is an epsisode for managers looking to build this channel and for those family offices seeking to build an ecosystem of external partnerships.
Hall Road Investments Pty Ltd ACN 621 299 269 is a Corporate Authorised Representative (CAR No. 001279456) of Non Correlated Capital Pty Ltd (AFSL No. 499882). Shaun Parkin is an Authorised Representative (AR No 001279458) of Hall Road Investments Pty Ltd (CAR No. 001279456) and is authorised to provide general advice to wholesale investors. Nothing in this podcast (Communication) constitutes an investment offering of any kind. This Communication is for informational purposes only. It does not constitute investment or financial advice. Before acting on any information contained in this Communication, each person should obtain independent taxation, financial and legal advice relating to this information and consider it carefully before making any decision or recommendation. Any views expressed in the Communication are those of the individual speaker only, unless expressly stated to be those of Hall Road Investments, or any of its related entities. Hall Road Investments does not accept liability in connection with the integrity of, or errors in, the Communication, computer virus, data corruption, interference or delay arising from or in respect of the Communication. The Communication remains the property of Hall Road Investments and is not for reproduction.
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