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  "documentTitle": "ey family office study client deck asia pacific",
  "authorId": "MorganStanley",
  "authorName": "EY",
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  "notes": "The chart illustrates the risk-return trade-off for different investment categories, highlighting the need for portfolio diversification.",
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      "kind": "callout",
      "text": "In the context of family businesses, one common outcome of this part of the process is to show that the initial investment portfolio of the family office could be better diversified.",
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      "text": "Scatter plot of asset classes by return and volatility",
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      "text": "Projected total return",
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      "text": "Once an initial portfolio shape is in place, several further exercises can be useful, such as stress testing the return profile of the portfolio to demonstrate to family members how the portfolio might behave during periods of volatility.",
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      "kind": "source-note",
      "text": "Source: Credit Suisse, Data Stream, 2013.",
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      "kind": "title",
      "text": "Figure 9.1. Projected total return and volatility of various asset classes",
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