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 Amid rising concerns about inflation, Public and Private Equity continue to vie for the second largest allocation behind Real Estate, which holds fast as the top asset allocation at 27%. For the second quarter in a row, Public Equity surpassed Private Equity at 25% vs 22% – the second time in three years that Public Equity is chosen over Private Equity.  The TIGER 21 Asset A...

Public and Private Equity continue to jockey for the second largest allocation behind reigning king, Real Estate, holding fast at 27%. Public Equity edged out Private Equity at 25% vs 22%, marking the first time in three years that Public Equity is preferred over Private Equity. The TIGER 21 Asset Allocation Report showed an increase in Members’ allocations to Public Equities and Curre...

Real Estate and Private Equity are the top allocations in Members’ portfolios while Members have reduced their Cash allocation to near pre-pandemic levels. Generally, Members think the worst of the pandemic’s impact on markets is over. For the fourth quarter of 2020, Members have returned to more traditional allocations of Real Estate at 27%, Private Equity at 26%, and Public Equ...

TIGER 21 recently announced the results of its Second Quarter 2017 Asset Allocation Report, showing an increase in Members’ allocation to Real Estate and Private Equity, with corresponding declines in allocations to Hedge Funds and Public Equities. Key takeaways include: Members’ exposure to hedge funds has been on a steady decline in recent years but, at 4% this quarter, dropped ...

TIGER 21 Releases Asset Allocation ReportMember survey of peer-to-peer learning group shows portfolios have not returned to the allocationsseen in 2008, and certain shifts may be long termNew York, February 28, 2011 ‚Äì TIGER 21, the premier learning group for high net worth investors,released its Asset Allocation Report, providing a snapshot of how America’s affluent in...

Amid a global pandemic, Cash levels have been raised in an unprecedented fashion to an all-time high of 19% within Members’ portfolios and the consensus shows the “new normal” is not expected until midway through 2021.Even then — things will likely “never be the same.” Due to these unprecedented times, TIGER 21 conducted Flash Polls in June and July to...

TIGER 21 Founder and President, Michael Sonnenfeldt, was interviewed live by CNBC’s “Power Lunch” team regarding how the ultra-wealthy are investing amid concerns about trade wars and political dysfunction. The following topics were covered: Why Members are increasing their allocation to cash Top stock picks beyond the FAANGs TIGER 21 at Berkshire Hathaway Annual Shareholders...

The second quarter Asset Allocation Report from TIGER-21, a peer-to-peer learning network for high-net-worth wealth creators, has highlighted evidence of a shift toward private equity and real estate investment. The report, which is indicative of the specific investments most attractive to TIGER 21’s affluent member base, shows private equity and real estate investments now comprise almos...

ByMichael S. Fischer Quarterly cash allocations hold steady at 10%, and fixed income rises slightly to 11% Ultra-wealthy members of the TIGER 21 peer-to-peer learning network increased their allocation to private equity to a record high of 23% in the first quarter, up from 22% in the previous quarter. TIGER 21said Wednesday in a statement that its members’ “risk equity” alloca...

By Margaret Collins Most invest at least 10% in asset class, iCapital survey shows 40% takes stakes directly in companies, bypassing pooled funds More than half of single-family offices invest in private equity and the majority of those expect to increase their allocations over the next two years, according to a survey. The secretive firms, which handle the daily and financial affairs of the...

Members will largely maintain allocation in other six categories New York, NY, November 10, 2014 ‚ÄìA new survey of TIGER 21 Members shows that a majority of respondents plan to increase their allocation to Cash and Private Equity in the fourth quarter, while on average maintaining their allocations in all other categories. The TIGER 21 Member “Looking Forward” Por...

Wealthy Family Allocation Shifts Towards Private Equity: Tiger 21by Mark Melin | July 28, 2014, 3:45 pm Hedge funds lose ground while private equity gainsOver the last three years, wealthy families have increased exposure to private equity investments, while reducing exposure to hedge funds, commodities and fixed income, says a new report from Tiger 21.Tiger 21 members: Wealthy families represe...