Asset Allocation

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Excerpt from the World Wealth Report 2009 HNWIs reduced their exposure to equities across the globe, and increased the proportion of their assets to hold safer and simpler investments in 2008. More income was allocated to fixed-income investments and to more cash and liquid assets. Additionally, HNWIs allocated slightly more of their financial assets in […]

Excerpt from the World Wealth Report 2009

HNWIs reduced their exposure to equities across the globe, and increased the
proportion of their assets to hold safer and simpler investments in 2008. More
income was allocated to fixed-income investments and to more cash and liquid assets.
Additionally, HNWIs allocated slightly more of their financial assets in real-estate
holdings, rising to 18% of the total global HNWI portfolio—an increase of 4% from
2007.

Learn more about how HNWIs allocated assets in 2008 in this excerpt from the
World Wealth Report 2009.

tl_Asset_Allocation.pdf

File size: 646.02 KB File type: PDF

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