Asset Allocation Survey #9

(for July 19 Newport and Aug 4 Hamptons )

361Firm welcomes allocators to participate in our latest Asset Allocation Survey, co-created with Bill Deuchler, CIO of the single family office in conjunction with our July 19 Newport Conference (register interest at www.361firm.com/newport22) and Aug 4 Hamptons. You must submit Survey #9 in order to participate in July 19 Newport event. Results are shared only on a no-name basis as you can see from the Asset 8 Survey Excerpt.

1. Thoughts on US Fed action (Fed Funds rate) through 2022?

2a) What is your expectation for US CORE inflation (x-food and energy) for the next 12 months (or specify your home country / region)?

2b) What is your expectation for energy prices over the next 12 months?

2c) What is your expectation for food prices over the next 12 months?

3. Where do you see US rates for the next 12 months (10 Year)?

4. Where do you see annual US GDP growth headed for next 12 months?

5. How is the current environment affecting your thinking about allocations?

6. Currently and/or over the next 12 months, will you favor public or private investments in your portfolio?

7. What are the 3 biggest macro issues that are affecting where you are allocating over the next 12 months?

8. What are the 3 most attractive areas you would like to allocate to over the next 12 months?

9. Where are you decreasing exposure (if any) now and/or over the next 12 months?

10a. Please insert % to Public Equities

10b. Please insert % to Public Debt

10c. Please insert % to VC

10d. Please insert % to PE

10e. Please insert % to Private Credit

10f. Please insert % to Real Estate

10g. Please insert % to HFs

10h. Please insert % to Cash or Gold

11. Extra credit: Currently there are many cross-currents and possibly somewhat temporary circumstances that could subside or accelerate (Ukraine conflict, Supply chain bottlenecks, Energy bottlenecks, Monetary policies, etc.). Briefly, what would be your general optimistic scenario and pessimistic scenario?

Name

First Name

Last Name

Title and Organization