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市场调查报告书

富裕人士资产配置趋势:2021年

High Net Worth (HNW) Asset Allocation Trends 2021

出版商 GlobalData 商品编码 996718
出版日期 内容资讯 英文 39 Pages
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价格
富裕人士资产配置趋势:2021年 High Net Worth (HNW) Asset Allocation Trends 2021
出版日期: 2021年03月18日内容资讯: 英文 39 Pages
简介

在COVID-19引发动荡之后,大多数主要市场已经恢复,但不确定性仍然存在。也就是说,它有利于现金和短期投资。同时,富裕人士对股票的分配已大大下降。

基于2020年全球财富管理人调查,本报告分析了高净值人士在19个主要市场中的资产配置策略,并提供了有关推动现在和未来12个月内选择投资的系统信息。

目录

目录

第1章执行摘要

第2章资产分配首选项

  • 自2018年以来,高净值人士的持股规模已降至约五分之一
  • 详细分析显示对基金产品的依赖增加
  • 高净值投资者期待ESG产品
  • COVID-19对投资者的行为有重大影响,但因细分而异

第3章高净值投资促进因素

  • 不确定性是2021年投资策略中要解决的核心问题
  • 未来的投资机会:觀望态度和流动性担忧
  • 常规收入来源:在动荡的市场条件下稳定的回报
  • 多元化:风险管理
  • 投资回报率:替代
  • 规避风险:COVID-19对投资者的动机有很大影响

第4章附录

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目录
Product Code: GDFS0312IA

Drawing on our 2020 Global Wealth Managers Survey, this report analyzes HNW asset allocation strategies in 19 key markets. In particular, it examines the drivers behind investment choices now and over the next 12 months.

While most major markets have bounced back after COVID-19-induced turbulence, uncertainty remains - which is benefitting cash and near-cash investments. Meanwhile, HNW allocations to equities have dropped significantly. Capital appreciation opportunities remain an important investment driver, but our data shows that other drivers are moving further into the foreground. Next to diversification benefits, investors are placing increased importance on a regular income stream - be it in the form of regular interest income or dividends. In fact, the search for yield has shifted to other corners of financial markets, such as commodities and alternative investments.

Scope

  • The proportion of HNW wealth allocated to equities dropped from 40.8% in 2018 to 20.9% in 2020.
  • With the exception of alternative investments, investors' focus has shifted to fund products in order to further diversify their holdings.
  • While HNW bond allocations have fallen notably, there has been an internal reshuffle within the average HNW fixed-income portfolio. This has benefitted high-yield bonds, which now constitute 3.2% of HNW bond holdings.

Reasons to Buy

  • Learn how COVID-19 and resulting market upheaval has affected investment behavior in the HNW space.
  • Discover investment trends and adjust your service proposition based on a detailed understanding of HNW investors' investment preferences.
  • Identify how to best promote investment products by learning what is driving investment choices.
  • Learn how and why investment preferences will change over the next 12 months.
  • Understand the effect increased volatility can have on investor behavior and how to minimize the risk of customers changing providers.
  • Give your marketing strategies the edge required to capture new clients using insights from our data on HNW investment drivers.

Table of Contents

Table of Contents

1. Executive Summary

  • 1.1 Market overview
  • 1.2 Key findings
  • 1.3 Critical success factors

2. Asset Allocation Preferences

  • 2.1 Increased volatility has shaved roughly a fifth off the size of HNW equity holdings since 2018
  • 2.2 Detailed analysis shows increased reliance on fund products
  • 2.3 HNW investors expect ESG products - be it basic fund products or more sophisticated alternatives
  • 2.4 COVID-19 had a major effect on investor behavior, but there are significant segmental differences

3. HNW Investment Drivers

  • 3.1 Following the pandemic, uncertainty is the core issue to address in 2021 investment strategies
  • 3.2 Future investment opportunities: A wait-and-see-attitude and liquidity concerns are driving cash and
  • investments
  • 3.3 A regular income stream: HNW investors are looking for stable returns amid volatile market conditions
  • 3.4 Diversification: Risk management is becoming more important as the VIX impresses with decade-
  • 3.5 ROI: Alternatives have become more than a diversifier as investors bet on returns that exceed traditional
  • 3.6 Risk aversion: COVID-19 had a major impact on investors' willingness to take risk and their investment

4. Appendix

  • 4.1 Abbreviations and acronyms
  • 4.2 Supplementary data
  • 4.3 Definitions
  • 4.4 Methodology
  • 4.5 Secondary sources
  • 4.6 Further reading
  • About GlobalData
  • Contact Us

List of Tables

List of Tables

  • Table 1: HNW investment drivers by country and region: Equities, 2020
  • Table 2: HNW investment drivers by country and region: Cash and near-cash investments, 2020
  • Table 3: HNW investment drivers by country and region: Bonds, 2020
  • Table 4: HNW investment drivers by country and region: Property, 2020
  • Table 5: HNW investment drivers by country and region: Commodities, 2020
  • Table 6: HNW investment drivers by country and region: Alternatives, 2020

List of Figures

List of Figures

  • Figure 1: HNW equity holdings trended down over the past two years
  • Figure 2: An increase in volatility is driving demand for fund products
  • Figure 3: REITs constitute 4.1% of global onshore HNW holdings, but this share will rise
  • Figure 4: Private equity HNW holdings are forecast to increase to 4.4% of onshore holdings by the end of 2021
  • Figure 5: Access to alternatives is a challenge for HNW investors outside of North America
  • Figure 6: Globally, HNW investors allocate 1.2% of onshore wealth to cryptocurrencies
  • Figure 7: North America leads the way in terms of equity investments
  • Figure 8: 71% of wealth managers offer SRIs
  • Figure 9: Entrepreneurs tend to have strong knowledge of financial markets
  • Figure 10: There is strong correlation between financial savviness and openness to new investment ideas
  • Figure 11: Cash and near-cash products are forecast to experience the strongest rise in demand
  • Figure 12: Liquidity considerations are of particular importance in countries with sizable entrepreneur communities
  • Figure 13: HNW investors are looking for a regular income stream
  • Figure 14: COVID-19 has taken its toll on rental yields
  • Figure 15: HNW investors are moving away from bonds as a diversifier
  • Figure 16: HNW investors are looking to diversify their holdings internationally
  • Figure 17: Private equity outperformed public markets over a 10- and 20-year horizon
  • Figure 18: Gold performed strongly over the past three years
  • Figure 19: A perception of safety as a driver for property investments is particularly key in France and South Africa