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表紙:富裕層 (HNW) の資産配分の動向:2021年
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996718

富裕層 (HNW) の資産配分の動向:2021年

High Net Worth (HNW) Asset Allocation Trends 2021

出版日: | 発行: GlobalData | ページ情報: 英文 39 Pages | 納期: 即納可能 即納可能とは

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価格表記: USDを日本円(税抜)に換算
本日の銀行送金レート: 1USD=110.15円
富裕層 (HNW) の資産配分の動向:2021年
出版日: 2021年03月18日
発行: GlobalData
ページ情報: 英文 39 Pages
納期: 即納可能 即納可能とは
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  • 概要
  • 図表
  • 目次
概要

COVID-19による混乱の後、ほとんどの主要市場は回復しましたが、不確実性は依然として残っています。すなわち、現金や短期投資に利益をもたらしています。一方、富裕層 (HNW) による株式への配分は大幅に減少しています。

当レポートでは、2020年の世界のウェルスマネージャー調査に基づき、主要19市場におけるHNWの資産配分戦略について分析し、現在・今後12ヶ月間の投資選択の促進要因について、体系的な情報を提供しています。

目次

目次

第1章 エグゼクティブサマリー

第2章 資産配分の選好

  • 2018年以降、HNWの株式保有規模が約5分の1に削減
  • 詳細な分析では、ファンド商品への依存度が高まる
  • HNW投資家はESG商品を期待する
  • COVID-19は投資家行動に大きく影響、しかしセグメント別に差異

第3章 HNWの投資促進要因

  • 不確実性は、2021年の投資戦略で対処すべき中核問題
  • 将来の投資機会:様子見の態度と流動性の懸念
  • 定期的な収入源:不安定な市況の中で安定したリターン
  • 多様化:リスク管理
  • ROI:代替手段
  • リスク回避:COVID-19が投資家の意欲に大きな影響

第4章 付録

図表

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
目次
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
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