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IPI Family Performance Tracking: more private equity investments

Ultra-high net worth investors are decreasing their exposure to the U.S. stock market by allocating more of their portfolios to alternative investments, according to the Institute for Private Investors annual Family Performance Tracking survey. In this year’s survey, 48% of respondents reported plans to increase their allocation to commodities in 2012, and 45% of respondents to real estate. Another significant finding in this year’s survey is that 55% of families said they’re looking to increase direct investments in private companies.

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Swiss Private Equity & Corporate Finance Association
SECA
Grafenauweg 10
Postfach 4332
6304 Zug
Switzerland

Phone: +41 41 724 65 75