投资组合风险

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瑞银:30%亚太区家族办公室计划未来五年增加对大中华区投资
智通财经网· 2025-05-21 11:13
Group 1 - The core finding of the UBS report indicates that over half of family offices in the Asia-Pacific region plan to increase investments in the region (excluding Greater China) over the next five years, with 30% planning to increase investments in Greater China [1] - In the next 12 months, 22% of family offices in the Asia-Pacific region intend to increase allocations to India and Taiwan, while 39% plan to increase allocations to China [1] - The preferred asset classes for family offices in the Asia-Pacific region are developed market equities and bonds, with an average allocation of 24% to developed market equities and 20% to bonds expected in 2024 [1] Group 2 - Nearly 60% of family offices in the Asia-Pacific region prioritize succession planning, with almost half (49%) planning to involve the next generation in management or executive roles, significantly higher than the global average of 31% [1] - When asked about threats to financial goals in the next 12 months, 70% of family offices highlighted trade wars, while 52% expressed concerns about significant geopolitical conflicts and higher inflation [2] - Looking ahead five years, 61% of respondents are worried about major geopolitical conflicts, and 53% are concerned about potential severe trade disputes leading to a global economic recession [2] Group 3 - Despite concerns, 59% of family offices plan to maintain the same level of portfolio risk in 2025 as in 2024, remaining committed to their investment objectives [2] - 40% of respondents believe that relying more on fund managers and/or active management is an effective way to enhance portfolio diversification, followed by 31% who prefer hedge funds [2] - UBS's report emphasizes that family offices are focusing on wealth protection for the next generation, aiming for long-term and stable investment strategies amid market volatility and recession fears [3]