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市場調查報告書

富裕人士資產配置趨勢:2021年

High Net Worth (HNW) Asset Allocation Trends 2021

出版商 GlobalData 商品編碼 996718
出版日期 內容資訊 英文 39 Pages
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富裕人士資產配置趨勢:2021年 High Net Worth (HNW) Asset Allocation Trends 2021
出版日期: 2021年03月18日內容資訊: 英文 39 Pages
簡介

在COVID-19引發動盪之後,大多數主要市場已經恢復,但不確定性仍然存在。也就是說,它有利於現金和短期投資。同時,富裕人士對股票的分配已大大下降。

基於2020年全球財富管理人調查,本報告分析了高淨值人士在19個主要市場中的資產配置策略,並提供了有關推動現在和未來12個月內選擇投資的系統信息。

目錄

目錄

第1章執行摘要

第2章資產分配首選項

  • 自2018年以來,高淨值人士的持股規模已降至約五分之一
  • 詳細分析顯示對基金產品的依賴增加
  • 高淨值投資者期待ESG產品
  • COVID-19對投資者的行為有重大影響,但因細分而異

第3章高淨值投資促進因素

  • 不確定性是2021年投資策略中要解決的核心問題
  • 未來的投資機會:觀望態度和流動性擔憂
  • 常規收入來源:在動盪的市場條件下穩定的回報
  • 多元化:風險管理
  • 投資回報率:替代
  • 規避風險:COVID-19對投資者的動機有很大影響

第4章附錄

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目錄
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