Hnw Asset Allocation Trends: Jsbmarketresearch Essay

1609 words - 7 pages

HNW Asset Allocation Trends
Released on 21st March 2016

Summary

There is no single driver influencing HNW investment preferences. On the contrary, investment choices are determined by interplay of factors such as risk preference, economic forces, and investor attitudes. As we enter 2016 we expect a reallocation of assets, benefiting alternative investment holdings globally. At the same time, HNW investors are looking for cheap buying opportunities in the equity space.


Key Findings

- The most striking trend is the surge in alternatives, which constitute an increasingly large share of the typical portfolio as investors seek diversification from traditional investments. We ...view middle of the document...

- Understand the drivers that determine HNW investment preferences.

- Interpret the macroeconomic, demographic, and attitudinal trends that are shaping HNW investment behavior.

- Accompanied by an online interactive dashboard to enable users to select and view the data of their choosing.


Reasons to Buy


- Get fact-based insight into HNW investors asset allocation preferences from our proprietary 2015 Global Wealth Managers Survey.

- Remain a step ahead of competitors by anticipating investment trends and adjusting your service proposition accordingly to cater to HNW investors changing investment preferences.

- Be able to service HNW investors more thoroughly by understanding what is driving investment choices and how asset allocation strategies are going to change over the next 12 months.

Browse complete Report on:
http://www.jsbmarketresearch.com/finance-banking/r-hnw-asset-allocation-trends-235316

Table of Contents


Executive Summary

HNW investment preferences are shaped by a multitude of factors
Key findings
Critical success factors

 Regional Asset Allocation Trends

 The global HNW portfolio is well diversified
 Equities dominate the typical HNW portfolio
 Alternative investments have become more popular, at the expense of bonds
 Despite recent downturns, commodities continue to find a place in the typical HNW portfolio
 Detailed analysis shows HNW investors have strong appetite for direct equity, local currency products, equity funds, and direct property
 Direct holdings constitute the bulk of equity investments, but ETPs are growing in popularity
 Bond funds are the preferred type of fixed income investment
 Local currency products prevail as part of HNW investors cash investments, but there are exceptions
 High direct property holdings limit wealth managers fee-earning potential
 Hedge funds have emerged as the preferred alternative investment among HNW investors
 Commodity ETPs have overtaken mutual funds in popularity
 There are significant regional differences when it comes to HNW investors asset allocation preferences
 The typical HNW portfolio in the West and the Middle East and Africa is heavily skewed towards equities
 Real estate features prominently in the typical HNW portfolio in Asia Pacific and the Middle East and Africa
 The drop in commodity prices hit investors in resource-rich countries hard
 Demand for alternatives is particularly strong in North America

 Hnw Investment Drivers

 Equity holdings are driven by the capital appreciation opportunities they provide
 Positive stock market conditions are driving equity investments
 Capital appreciation opportunities will continue to drive HNW demand, but not everywhere
 Dividend income as a driver of equity investments is of particular importance in a number of countries
 Bonds are traditionally important to risk-averse HNW individuals
 Quantitative easing in Europe will continue to have a...

Other Papers Like Hnw Asset Allocation Trends: Jsbmarketresearch

Principles of Accounting Essay

1094 words - 5 pages other core courses are crucial elements of this foundation. Firm valuation, corporate finance, investment banking, and most sell-side jobs require a real knowledge of GAAP accounting. Asset pricing, portfolio allocation, and risk management are impossible without a real knowledge of economics and basic statistics. Furthermore, your in depth exposure to international finance give you a comparative advantage (maybe even an absolute advantage) in

Aduit Essay

577 words - 3 pages ANSWER KEY 1. The objective of analytical procedures is to identify the existence of unusual transactions and events, and amounts, ratios and trends that might indicate matters that have financial statement and audit planning ramifications. First, the auditors should consider information regarding the industry in which the client operates. In this case, average machine setup time from start to finish is approximately six hours, which is

Consulting

2525 words - 11 pages Asset or CE turnover (Sales / CE or Total assets) Inventory turnover Payables turnover ROCE Fixed Asset or Fixed CE turnover Revenues Margins (%) (NOPAT / Sales) By regions / Products / Customers Costs Material, Conversion Benchmark – Trend, Industry etc 12 Margins have improved, however current asset turnover has declined Fixed Asset Turnover / Net Fixed Assets) (Sales 1.7 1.8 Total Asset Turnover (Sales

Aarkstore - Financial Services Business Confidence Report Q4 2014

688 words - 3 pages : Ultra HNWIs in China in 2014 HNWI Asset Allocation in China 2014 Challenges and Opportunities for the Wealth Sector in China 2014 High Net Worth trends in China 2014 Affluent Market Tracking Study #26, Fall 2014 Survey of the Wealthiest 10% of US Households Global Banknote Market Report: 2014 Edition Switzerlands Cards and Payments Industry: Emerging Opportunities, Trends, Size, Drivers, Strategies, Products and Competitive Landscape

Example of Feasibility Study

2194 words - 9 pages typical feasibility study will: verify community needs for a proposed leisure service assess the benefits and overall value of a proposed service to the community assess market conditions and trends articulate a service concept (ie. format, content, theme, objectives/outcomes) determine required resources (capital and operating) determine costs and financing strategies (ie. Financial Analysis) review service delivery options and

Chapter 4 Mutual Funds and Other Investment Companies

5208 words - 21 pages asset classes such as asset allocation funds D) money market funds E) global funds Answer: A Difficulty: Easy Rationale: See Table 4.1. 26. Commingled funds are A) amounts invested in equity and fixed-income mutual funds. B) funds that may be purchased at intervals of 3, 6, or 12 month intervals at the discretion of management. C) amounts invested in domestic and global equities. D) closed-end funds that may be

Full Disclosure In Financial Reporting

2570 words - 11 pages concerning the recognition of revenue and allocation of asset costs to current and future periods (FASB, n.d.). Identifying accounting policies answers questions such as the method of depreciation used, valuation method of inventory, and the amortization of intangibles - as accounting standards allow different treatments for the same transaction. Any changes in the accounting policies must also be disclosed if the change is material to the current

Leadership and Governance

866 words - 4 pages allocation decisions, control, and rewarding rights within and between economic organizations.” 96 * 97 * “When people typically think about governance, they associate it with the decision making role played by top executives, boards of directors, legislative bodies and other formal authorities. This view is too narrow… Power is a function of much more than formal authority.” 98 * “True governance system of an organization should be

Enterpernurship

976 words - 4 pages Entrepreneurship (BM019-3-3) Learning Outcome Upon completion of this assignment, students should be able to: i. Demonstrate knowledge and understanding of entrepreneurial management. ii. Develop a capacity for informed critical understanding of environmental conditions and the ability to analyze current trends. iii. Demonstrate entrepreneurial activities and competence building. iv. Demonstrate an understanding of

Analysis of the Arbitrage Pricing Model on the Chinese Equity Markets

5571 words - 23 pages Results 1. Descriptive Statistics 2. Regression Results 5. Conclusions ANALYSIS OF ARBITRAGE PRICING MODEL APPLIED TO CHINESE EQUITY MARKETS This paper tests the Arbitrage Pricing Theory of capital asset pricing in its application to the Chinese securities market just as it has been tested in developed countries such as the United States. In addition, a subsequent Probit Analysis is

Meet the Brics

1098 words - 5 pages output during the period. As BRICS observed as emerging market, many investors recognize the potentially attractive return characteristics and diversification benefits of this asset class. However, most pension plans and other institutions currently allocate less than 5% of their overall portfolio to emerging market equities. In Russia there is by now momentous verification of the growth of consumerism throughout the history decade. Parallel trends

Related Essays

Income Taxes And Financial Accounting Essay

3613 words - 15 pages against losses), the matching concept applied by the tax allocation dedicates to match income tax expense with pre-tax accounting income in a standardized way. Because pre-tax income tax is highly related to the after-tax income, the matching concept results in the placement of tax allocation in the last place of the income statement. Within the framework of historical cost approach, using asset values based on the actual amount on money paid for

Rudy Wong Investment Advisor Case Study

1713 words - 7 pages while maintaining her asset allocation. He realized that she was very concerned but had to make well reasoned arguments to ensure her to keep her long term investment strategy. Herb and Barb Nichols had the goal of growing their money while taking on a very high risk tolerance. They also knew that the market had been extremely volatile and were not insure on how to invest their funds as well as having a very bias opinion toward trends. Their

Financial Analysis

4839 words - 20 pages Professor Mulvey) Office hours: 4-6pm (this time slot will also be used for presentations on special topics) Classroom: Friend 006 Course description: This course covers asset management focusing on quantitative models applied to equities and bonds (with emphasis on mortgage-backed securities). The quantitative models discussed are asset allocation models and portfolio construction models that include optimization models (mean-variance

Wealth Mgmt Essay

4287 words - 18 pages ASSET ALLOCATION ALLOCATION Equities Equities Fixed Income Fixed Income Alternative Alternative Investments Investments - Recap of Portfolio POTENTIAL POTENTIAL CONSIDERACONSIDERATIONS TIONS + + CONCLUSION CONCLUSION 3 Macroeconomic Outlook The Current Investment Environment 4 2 11/4/2011 Global Financial Markets Will there be another global economic downturn? Emerging Markets US Economy Eurozone Debt 5 Euro-zone