Commenting on the recent survey published by TIME Investments, reported on in Wealth Adviser last week, that found that over 40 per cent of investors are planning to increase allocations to real assets this year, Dolfin’s head of investment management, Simon Black, says that this is very much in line with his firm’s experience.
Surveys & research
Executive remuneration remains a major concern for pension scheme shareholders as the number of remuneration-related resolutions that received significant levels of dissent (55) during the 2019 AGM season remained high, a Pensions and Lifetime Savings Association (PLSA) report has found.
A new survey from Broadridge of over 500 financial advisers has revealed that ETF demand is predicted to continue increasing in 2020 and that advisers overwhelmingly plan to shift away from actively managed mutual funds.
A recent survey published by TIME Investments finds that over 40 per cent of investors are planning to increase allocations to real assets this year.
A new survey from Intertrust reveals that Wealthy Middle Eastern families are adopting an increasingly global mindset, and that this is having a profound impact on their wealth structuring strategies with greater adoption of sophisticated structures such as Family Offices and special purpose vehicles.
A new study from CoreData Research of 200 professional fund buyers found only 7 per cent point to ESG/sustainability factors as one of the most important fund selection drivers.
Data from Dr Christian H Kaelin, Chairman of Henley & Partners and the inventor of the passport index concept, reveals that we go into a new decade with Asian countries firmly established at the top of the Henley Passport Index.
The State Street Investor Confidence Index (ICI) decreased to 79.7 in December 2019, down 1.7 points from November’s revised reading of 81.0.
New research from Cult Wines, a specialist in fine wine investment management services, shows that a long-term 10 per cent allocation to Champagne should be part of any fine wine portfolio and is increasingly becoming an attractive source of returns.
Assets under management in Latin America will more than double to reach USD5.3 trillion by 2025, says new report
Although currently a number of countries in Latin America face political and economic uncertainty, the long term growth prospects for the asset and wealth management industry remain strong, according to a new report published by PwC and Sura Investment Management.