This is an interesting exploratory piece by Lendit organiser Jason Jones. He put pen to paper after being asked the question "Where does P2P lending fit in a family office portfolio"? To help answer the question, the family that posed the question shared their asset allocation plans with Jason.
Where does P2P lending fit in a family office portfolio? This is the question that was posed to me by a very prominent family office who was kind enough to share their asset allocation plans with me: 2013 2014e 2015e Long Term Cash 8% 3% 3% 3% Fixed Income 33% 39% 33% 20% Public Equities 31% 23% 23% 20% Alternative Investments 7% 5% 5% 9% Real Assets 9% 14% 17% 20% Private Investments 12% 17% 20% 29% Total 100% 100% 100% 100% Just taking a close look at this chart, P2P could fit in many places, but where should it fit? Should P2P fit into the fixed income bucket?
