Webinar: How are Family offices/ UHNIs restructuring their portfolios, if at all?

The families will share their insights on how are they re-balancing/ re-structuring their portfolios to minimise risk due to the pandemic outbreak.

For more details/ registrations, contact: info@campdenfamilyconnect.com

Key Takeaways

• Bonds have earned more returns than Equity in this century
• USD shortage around the world; USD continues to dominate as global currency
• Based on the length of Global lockdown- restructure your portfolio. However in all scenarios avoid leverage, stick to leaders who don’t need debt, can survive volatility, move towards Balance sheet investing and away from P&L investing.
• Some basic rules to investing:
  1. Minimise your chances of going wrong ( study failures and use the rule of elimination in managing the risk of your portfolio)
  2. Respect valuations
  3. Excess information can be harmful
  4. Respect base rates and invest accordingly in Debt & Equity
  5. Avoid over confidence- its ok to be in doubt
  6. Avoid precise forecasts, build an Ark
• You can have STP’s ( Systematic Transfer Plans) in the portfolio to take advantage of unforeseen events and taking maximum benefit from any crash if it happens (without manual intervention)
• Portfolio mix – Indian Equities ( high quality companies AAA rated ), global funds, short term debt funds, hedge funds

Speaker Handouts