Schroders' July 2025 Global Investor Insights Survey captures how family offices are adjusting portfolio strategies in response to intensified policy risks, market concentration, and geopolitical tension.
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90% of family offices cite U.S. policy unpredictability—especially trade and tariffs—as their primary geopolitical concern, surpassing inflation and rates.
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Portfolio resilience has overtaken decarbonization as a strategic priority, with 56% ranking it as their top goal over the next 12–18 months.
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Confidence in active management is rising, with 86% planning to increase exposure, especially in sector-specialist private equity and private debt.
How are leading family offices redefining risk and opportunity in a fragmented world? Discover the full analysis for strategy insights.
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