Study
Overview of various surveys and studies related to wealth and wealth management
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Note,
September 2017
Investors’ Appetite for Gains Exceeds Their Stomach for Risk, and Index Funds May Not Deliver What They Want
Natixis Global Asset Management has released the results of its 2017 Global Individual Investor survey. A total of 8300 individual investors (400 in France) have been surveyed between February and March 2017 in 21 countries across Asia, Europe, the Americas and the Middle (...)
Note,
June 2017
EDHEC-Risk Institute shows how goal-based investing can help investors meet retirement needs
EDHEC-Risk Institute study shows that goal-based investing principles can be used to design scalable retirement investment strategies that meet individual investors’ needs
Note,
May 2017
The Robo Report™, First And Only Report On Robo Advisor Performance And Portfolios, Published By BackenDBenchmarking Now Available
Schwab Falls Off Leaderboard on Equity and Fixed Income, Vanguard Improves Equity; International and Emerging Markets Lead the Way For Performance in Q1 Report
Study,
May 2017
Political uncertainties are driving European HNW wealth offshore, says GlobalData
Wealth managers have to understand the reasons why High Net Worth (HNW) investors want to channel their assets offshore, and design their service propositions accordingly. In Europe, this means risk mitigation has to become a more prominent theme in a provider’s international (...)
News,
December 2016
52% of HNW assets are placed in discretionary mandates, providing a growth opportunity for “robo-advisors”
When approaching wealth managers for investment management, high net worth (HNW) individuals are more likely to opt for discretionary mandates over other services, according to financial services research and insight firm Verdict (...)
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EDHEC-Risk Institute shows how goal-based investing can help investors meet retirement needs