Family Offices and Listed Equity Exposure

Capital Protection Technology from OpenMetrics

Many Family office pursue a "conviction-based" investment approach across several asset classes. In some areas like Private Equity this approach makes a lot of sense as it is not about the business case numbers only (these are mostly fictional anyway).

However, in the listed equity field this approach can be quite dangerous if not properly managed.

In this paper we present the concept of a dynamic exposure management, which can be done either via buying and selling positions or by an overlay of an inverted exposure (typically via derivatives).

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