B
Evidence Grade B
Graded
under review
Safe to Cite
Recent
10.37%
10.37% -- expected return for representative family office portfolio (2025)
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Lighthouse Research Team
Last verified:
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Source verified
Evidence graded
Value
10.37%
Unit
Percentage
Data Vintage
2025
Entity
Evidence Quality
B
Strong, reliable evidence
Sourced from a well-regarded research firm or industry leader with transparent methodology and a reasonably large sample.
Single source - not yet corroborated
Score breakdown
Extraction
75
Source Trust
60
Citation Chain
20
Independence
30
Methodology
45
Freshness
95
Source
UBS
Primary
Tier B
https://www.asymmetrica-investments.com/risk-and-return-analysis-of-fo-portfolios ↗
Source Article
Risk and Return Analysis of FO Portfolios | Optimize Your Portfolio Today — Asymmetrica Investments
Why the Average Family Office Portfolio Is Structurally Inefficient
This page evaluates the average family office allocation reported in the UBS 2025 Global Family Office Report through a Markowitz mean–variance framework. It compares the observed portfolio against alternative portfolios built from …
Original Research
UBS
· Original study ↗
Methodology
Using a 10-year horizon and weighted according to the reported average family office allocation
Methodology documented
Segmentation
Industrymarketing
Cite this stat
Plain Text
representative family office portfolio: 10.37% expected return. Source: UBS (2025). Via Lighthouse Intelligence -- https://lighthousedata.io/data/expected_return_family_office_portfolio
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<blockquote cite="https://lighthousedata.io/data/expected_return_family_office_portfolio" style="border-left:3px solid #2563eb;padding:12px 16px;margin:16px 0;font-family:system-ui,sans-serif;background:#f0f4ff;"><strong>10.37%</strong> -- expected return for representative family office portfolio<br><small>Source: UBS (2025) · <a href="https://lighthousedata.io/data/expected_return_family_office_portfolio" target="_blank" rel="noopener">Lighthouse Intelligence</a></small></blockquote>
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