Which creates opportunities for other investors > The country’s big super funds are reaching their ASX investing limit afr.com/companies/fina…

"...sees both pitfalls and opportunities in 2025, labeling it 'a year of snakes and ladders,' where careful management and sequencing—the timing of investments—will make a huge difference..." bloomberg.com/news/articles/… via Bloomberg

"...'Certain structure, #governance, sophistication and processes were obviously needed...to grow and manage it through future generations'..." > The ties that bind: lessons in family wealth well learnt theaustralian.com.au/business/how-t… via The Australian

Data point > ‘VC fund performance’ via ⁦Carta⁩ #venturecapital #privatemarkets

"...The increasing complexity of asset allocation has led to asset owners adopting more technological solutions..." > Asset Owners Increasingly Holding Cash as Liquidity Becomes More Important ai-cio.com/news/asset-own… via CIO Magazine

Unsurprisingly, effective communication is one of the essentials of good #family #governance ...

‘elevated concentration levels have historically impacted returns, valuations & long-term investor outcomes — & why today’s market dynamics may be setting the stage for a familiar ending’ in “Market Concentration & Lost Decades” via ⁦CFA Institute⁩ blogs.cfainstitute.org/investor/2025/…

"...The CIO role is certainly evolving from a 'chief allocator' to 'chief orchestrator'..." > So You Want To Be A Chief Investment Officer? i3-invest.com/2025/06/so-you… via [i3]

"...'almost all (if not all) family offices can only achieve their full talent needs with a hybrid approach of in-house staff supplemented with key talent accessed through outsourcing'..." > How Family Offices Should Tackle Hiring, Retention Challenges ai-cio.com/news/how-famil…

More about PE vals > Heard on the Street: When Rep. Elise Stefanik sought an investigation into Harvard’s financial disclosures to bondholders, she might as well have fired a bazooka at the entire private-equity industry wsj.com/finance/invest… via The Wall Street Journal

The #ESG debate continues ... > Defenders of environmental, social and governance investing have mostly given up their strongest claim, that of doing well by doing good wsj.com/finance/invest… via The Wall Street Journal

“…has been shifting its portfolio to businesses that are less likely to get caught in the crossfire of trade conflicts…” > Temasek chases core-plus infra, creates private credit offshoot - Top1000funds.com top1000funds.com/2025/07/temase…

"...[financial planners are] also realising their specialty is around personal finance, tax, insurance and planning, not picking markets and managers..." > The wealth industry’s new all-powerful gatekeepers emerge afr.com/companies/fina…

Agree that "independent expert advice" helps ... unconflicted/ disinterested advice > Industry veteran reveals hidden dangers confronting family offices ioandc.com/industry-veter…

Timor-Leste’s $18 billion Petroleum Fund offers a unique opportunity. But private sector reforms are needed to substantially accelerate growth in per-capita incomes over the next few decades. Learn more at IMF Country Focus: imf.org/en/News/Articl…

"...Global family offices find themselves in 'risk-management mode,' as 68% reported scrambling to diversify their assets..." > Geopolitical Risks Force Family Offices Into Liquid Alternatives, Cash ai-cio.com/news/geopoliti…

"Everything should be made as simple as possible, but not simpler" ~ Einstein (maybe?) > In praise of complicated investing strategies economist.com/finance-and-ec…

"Michael Drew appointed as Deputy Chair at CareSuper" August 2025 via Global Investment Institute globalii.com.au/insights/super…

"...From China’s perspective, dollar stablecoins are not just economically disruptive, but an outright political threat..." > Why China Is Spooked by Dollar Stablecoins and How It Will Respond on.cfr.org/3K3fOBG via Council on Foreign Relations