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The views expressed herein do not constitute research, investment advice or trade recommendations and do not necessarily represent the views of all AB portfolio-management teams.
Past performance and current analysis do not guarantee future results.
Average breakdown of assets held
Based on The Global Family Office Report, 2019, by UBS and Campden Research. The report combines qualitative and quantitative research drawn from 25 interviews with senior family office executives from around the globe, as well as 360 surveys collected between February and May 2019 from family offices worldwide.
Source: Campden Research, UBS and AllianceBernstein (AB)
Past performance and current analysis do not guarantee future results.
MSCI DM is represented by MSCI G7
Right display index to 100 on January 1, 2010
As of December 31, 2020
Source: Bloomberg, MSCI and AB
Past performance and current analysis do not guarantee future results.
Left display shows the forward trading multiples for MSCI G7 and MSCI EM from 2013 to 2022.
Right display is the MSCI G7 premium multiple over EM from 2013 to 2022.
Through December 31, 2020
Source: Bloomberg, MSCI and AB
Past performance and current analysis do not guarantee future results.
Left display represents annual research and development spending divided by revenue from 2014 to 2020.
Right display represents annual capital expenditure spending divided by revenue from 2014 to 2020.
Through December 31, 2020
Source: Bloomberg, MSCI and AB
The views expressed herein do not constitute research, investment advice or trade recommendations and do not necessarily represent the views of all AB portfolio-management teams.
Investment involves risk. The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this publication. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this publication. This article is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer of solicitation for the purchase or sale of, any financial instrument, product or service sponsored by AllianceBernstein or its affiliates. This presentation is issued by AllianceBernstein Hong Kong Limited (聯博香港有限公司) and has not been reviewed by the Securities and Futures Commission.