FOWIM704 Family Office Investment Opportunities and Strategies Assignment Brief 2026

University	Qualifi Ltd
Subject	FOWIM704 Family Office Investment Opportunities and Strategies (A/650/7677)

FOWIM704 Assignment Brief

Qualification	Qualifi Level 7 Diploma in Family Office and Wealth Inheritance Management (610/2921/X)
Unit Reference Number	A/650/7677
Unit Code	FOWIM704
Unit Title	Family Office Investment Opportunities and Strategies
RQF Level :	7
Number of Credits	20
Total Qualification Time (TQT)	200 hours
Guided Learning Hours (GLH)	100 hours

Unit Aim

The aim of this unit is to provide individuals with an understanding of the various investment opportunities available to family offices, as well as the strategies and techniques used to optimise investment returns while minimising risk. This includes an understanding of alternative asset classes, private equity, venture capital, hedge funds, real estate, and other non-traditional investment options available to family offices.

Learning Outcomes and Assessment Criteria

Learning Outcomes

When awarded credit for this unit, a learner will:

Assessment Criteria

Assessment of this learning outcome will require a learner to demonstrate that they can:

1. Understand the concept of Impact Investing and its significance in the financial industry.

1.1 Analyse global trends in Impact Investing and the emerging opportunities and challenges.

1.2 Compare and contrast classic Impact Investing with other investment strategies.

1.3 Critically evaluate the expectations of stakeholders and investors in Impact Investing.

1.4 Assess investment strategies that align with social and environmental impact objectives.

2. Understand the importance of due diligence in the investment process, the different methodologies and their applicability to alternative investments.

2.1 Critically assess the importance of due diligence in the investment process for investment advisors and its impact on advisor selection.

2.2 Analyse different due diligence methodologies and their applicability to alternative investments.

2.3 Discuss key risk factors and potential red flags during the due diligence process.

2.4 Asses quantitative and qualitative analysis technique used to assess investment opportunities.

2.5 Assess different risk measures and performance metrics for alternative investments.

3. Understand ESG factors and their relevance to investment decision-making and Impact on Investment Process.

3.1 Critically explore the evolution of ESG standards and frameworks.

3.2 Evaluate ESG data sources and provider methodologies.

3.3 Design and implement ESG investment strategies.

3.4 Explain the regulatory and legal aspects of ESG integration.

3.5 Critically evaluate the role of ESG in sustainable finance and corporate responsibility.

4. Understand different financing options available to family offices.

4.1 Analyse the challenges faced by family offices when financing development projects and accessing services.

4.2 Explore different financing options available to family offices, , and impact on investing and the risk involved.

4.3 Evaluate the financial viability of development projects, including cost-benefit analysis and risk assessment.

4.4 Explain the significance of family offices partnering with development organisations, NGOs, and other stakeholders to maximise impact and reach their goals.

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