Rich and Co.

Investment Returns for Family Offices – Not Good

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“The median plan in the Northern Trust Global Family Office (GFO) Universe was up 0.05% for the first quarter of 2016.

  • The 60% equity (S&P 500)/40% bond (B.C. U.S. Agg.) benchmark returned 2.11% during the first quarter, outperforming the GFO plan median by approximately 206 basis points during the quarter.

  • The GFO median also trails the 60/40 benchmark by 4.17% for the one-year period (–2.08% vs. 2.09%).

  • The GFO benchmark has historically lagged the 60/40 benchmark – underperforming during the two-, three- and five-year periods”


Written by Rich and Co.

June 15, 2016 at 3:46 pm

Posted in Uncategorized

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