UBS: 2021/20222 Family Office Flash Survey – Luxembourg

-        74% are confident to meet expected returns

-        51% are revisiting their strategic asset allocation, considering the current monetary and fiscal policies

-        40% believe the inflation surge in the US will be transitory

-        58% have already embedded “tax implications” in their portfolio management

-        Over 30% have already embedded “carbon emissions of their investments” and “rising inflation rates” in their portfolio management

-        44% are considering increasing Private Equity in their portfolios

-        Less than 10% are considering increasing sustainable investments, real estate, or crypto in their portfolios

-        37% are most concerned with valuation across asset classes

-        Only 14% are concerned about new COVID variants

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Source: UBS: 2021/20222 Family Office Flash Survey – Luxembourg