Practical analysis for investment professionals
16 August 2013

Weekend Reads for Advisers: Family Offices, Fiduciary Duty, and High Frequency Trading

Posted In: Weekend Reads

Last year, the Financial Times conducted it’s biannual Family Office Survey on topics such as risk tolerance, asset allocation, and performance expectations and uncovered some interesting results. For example, despite seemingly low risk appetites, the average family office still had an allocation to “high risk” assets of more than 70%. Also, even in an economic climate with low yields and increased uncertainty, most family offices were targeting returns of 4% or more above current cash rates. A new paper from Towers Watson — “Family Offices — Aligning Investment Risk and Return Objectives” — explores some of the results in more detail.

Here are some other interesting reads from the past couple of weeks, in case you missed them:


Neuroscience/Behavioral Economics

High Frequency Trading


Fiduciary Duty vs Suitability Standard

Social Media

Financial Planning

And Now for Something Completely Different

Please note that the content of this site should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of CFA Institute.

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About the Author(s)
Lauren Foster

Lauren Foster was a content director on the professional learning team at CFA Institute and host of the Take 15 Podcast. She is the former managing editor of Enterprising Investor and co-lead of CFA Institute’s Women in Investment Management initiative. Lauren spent nearly a decade on staff at the Financial Times as a reporter and editor based in the New York bureau, followed by freelance writing for Barron’s and the FT. Lauren holds a BA in political science from the University of Cape Town, and an MS in journalism from Columbia University.

3 thoughts on “Weekend Reads for Advisers: Family Offices, Fiduciary Duty, and High Frequency Trading”

  1. Doug says:

    Always like your suggested reading. The Frank Shorter was great and I never would found it on my own. Thanks

  2. Savio says:

    Like Doug above, I very much enjoyed the Frank Shorter story – never heard of him before , very inspiring. Much appreciate.

  3. Lauren Foster says:

    Doug and Savio, thank you for your kind comments. Glad to know you enjoy the weekend reading blog posts.

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