The Alliance Report ™

Casey's Chronicles
Multifamily Office Investment Vehicles
A Comparison Between 2010 and 2009
Bob Casey, Senior Director of Research, The Family Wealth Alliance

As I was reviewing the final Multifamily Office Study results for 2011, I was asked the following question: "What percentages of MFO client portfolios are invested in the following investment vehicles?"The chart below shows what our research in 2011 reveals ... more


Casey's Chronicles
External CIO Firms Mine Niche in the Family Wealth Industry
Bob Casey, Senior Director of Research, The Family Wealth Alliance

Single-family offices traditionally have handled their own investments, either managing portfolios internally or hiring and supervising outside managers. Recently, however, several factors have prompted a growing number of them to outsource responsibility for ... more


Casey's Chronicles
The Complex Narratives of MFOs and SFOs
Two 2011 data samples tell two different stories.
Bob Casey, Senior Director of Research, The Family Wealth Alliance

Single-family offices and multifamily offices are two entirely different animals, more so than ever after Dodd-Frank. Throwing them in the same pot leads to confusion, not clarity. View the graphs below to see visually two data sets from the 2011 MFO and ... more


Casey's Chronicles
Inuagural External CIO Report Findings (Video)

In this video, Tom Livergood and Bob Casey provide an overview of the findings of the Inaugural External CIO Report at the close of The Family Wealth Alliance 2011 Spring Event in ... more


Casey's Chronicles
In the Sights of Regulators
Bob Casey, Senior Director of Research, The Family Wealth Alliance

Single-family offices dodged a bullet with the Securities and Exchange Commission's final rule for the new family office exemption from the Investment Advisers Act of 1940. The final rule was adopted June 22, and was greeted with relief from many ... more


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