2014 Legg Mason global investment survey

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2014 LEGG MASON GLOBAL INVESTMENT SURVEY

INDEPENDENT EXPERTISE. SINGULAR FOCUS.

®

Past performance is no guarantee of future results. All investments involve risk, including possible loss of principal. This material is not for public distribution outside the United States of America. Please refer to the disclosure information on the final page. IN THE US – INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE


TRENDING NOW: KEY THEMES

1 2 3 4 5 6 7 2

SHORT-TERM CONFIDENCE, LONG-TERM CONCERN World investors exhibit guarded optimism about the present but express doubt about the future environment.

FOCUS ON WEALTH-BUILDING

Growing wealth is a top focus of global investors, evidenced by broad interest in holding more equities and non-traditional investments

NEXT-GENERATION ADVICE: PLAN AHEAD

Planning is a virtue, both for investors now and in the advice they want to give the next generation.

INCOME STILL A CHALLENGE

Satisfaction with income investments remains modest — and the “gap” between actual and hoped-for return on income investments widened for world investors.

ALTERNATIVES: ON A LEARNING CURVE

Interest in alternatives and non-traditional strategies outpaces allocations; lack of understanding remains an obstacle.

INVESTING ABROAD: THE REALITY OF HOME BIAS Willingness to invest abroad varies greatly by market, but those who don’t do so say they are unlikely to consider it.

HIGH MARKS FOR FINANCIAL ADVISORS

World investors with advisors are largely positive in their assessment of their value, and two-thirds of those who don’t have an advisor are interested in working with one.


3


WHAT WORLD INVESTORS ARE SAYING When investors worldwide talk about money, what dominates the conversation? Where do they see opportunity, and where do they see peril? How different are they from country to country? To learn more, Legg Mason surveyed affluent investors in 20 major financial markets in the Americas, Europe, Asia and Australia about current investments and future opportunities, focusing on those in the prime of their financial lives (age 40-75). We certainly saw variation from market to market based on local economic conditions and cultural norms, particularly in attitudes about the future and the willingness to invest abroad. Yet the portrait of the global investor that emerged is consistent in revealing a pragmatic approach to investing in a world that has yet to fully absorb the legacy of the 2008 financial crisis. Conservative at heart, but leaning toward risk Global investors overall remain conservative in their risk tolerance; Chinese investors stood out as most likely to identify their tolerance as somewhat or very aggressive (38%), with Belgian and Brazilian investors the least likely (17%) followed closely by the French (18%).

Overall, asset allocations reflect a conservative bias

Average allocation (% of portfolio)

Overall risk tolerance for investing (%)1 Very conservative

10

Somewhat conservative

55

Somewhat aggressive

34

Very aggressive

2

Cash or cash equivalents

27

Equities

25

Fixed income

20

Investment real estate

17

Non-traditional investments*

7

Other

5

* Defined in survey as Investments focused on non-traditional asset classes, including private equity, hedge funds, currencies and commodities and which may use tactics such as hedging, shorting and derivatives. 1 Does not sum to 100% because of rounding. 4


Yet global investors appear to be embracing risk assets in the form of equities and non-traditional investments in their plans and perceptions of opportunity for the immediate future. Equities led the list of asset classes that investors planned to hold more of in the next 12 months, with domestic stocks most likely to be identified as one of the top 3 investment opportunities for that period. % plan to increase allocation in next 12 months to... Equities

37

Cash or cash equivalents

37

Fixed Income

33

Investment real estate

27

Non-traditional investments

26

Top 3 best investment opportunities over next 12 months (%) Domestic stocks

59

Real estate

42

Cash

39

Gold or other precious metals

38

Domestic bonds

38

International stocks

32

Non-traditional investments

30

International bonds

MOST LIKELY TO SEE DOMESTIC STOCKS AS A TOP 3 OPPORTUNITY (%)

74 US

69 Japan

LEAST LIKELY TO SEE DOMESTIC STOCKS AS A TOP 3 OPPORTUNITY (%)

25

25

Italy

Mexico

24

MOST LIKELY TO SEE DOMESTIC BONDS AS A TOP 3 OPPORTUNITY (%)

44 China

33 Japan

LEAST LIKELY TO SEE DOMESTIC BONDS AS A TOP 3 OPPORTUNITY (%)

MOST LIKELY TO SEE NON-TRADITIONAL INVESTMENTS AS A TOP 3 OPPORTUNITY (%)

46

46

Mexico

Colombia

LEAST LIKELY TO SEE NON-TRADITIONAL INVESTMENTS AS A TOP 3 OPPORTUNITY (%)

15

16

13

14

Colombia

Taiwan

Switzerland

Germany

5


1

Confidence in ability to achieve my financial goals (%)

SHORT-TERM CONFIDENCE, LONG-TERM CONCERN

Overall, world investors express guarded optimism about their immediate prospects (rated on average 6.8 on a scale of 1 to 10). They also expressed a fairly high level of confidence in their ability to achieve their financial goals (75% very/somewhat confident) and to make successful decisions in today’s environment (70%). But that said, the proportion who were very confident in either outcome was low (22% and 12% respectively).

6.8

OPTIMISM ABOUT INVESTMENTS IN NEXT YEAR: (NEXT YEAR: AVG) (ON A SCALE OF 1 TO 10, WITH 10 AS MOST OPTIMISTIC)

Most optimistic US

7.2

Colombia 7.2 China

7.0

Least optimistic Japan

5.5

France

5.7

Taiwan

5.7

GERMANY

88

%

SAID THEY ARE SOMEWHAT OR VERY CONFIDENT IN ABILITY TO MANAGE THEIR INVESTMENTS — THE HIGHEST OF ALL MARKETS SURVEYED

6

Very confident

22

Somewhat confident

54

Not at all/not very confident

25

Confidence in ability to make successful financial decisions in today’s market environment (%) Very confident

12

Somewhat confident

58

Not at all/not very confident

30

But looking farther into the future, investor expectations were less positive. Nearly half (46%) believe the environment for investing will be more difficult for the next generation. Italian and French investors were among the most likely to take a pessimistic view (80% and 78% respectively), reflecting current economic challenges. Among the largest economies, 70% of US investors felt things would be more difficult later and only 6% that they would be easier. In contrast, only 34% of Chinese investors predicted things would be more difficult, and 41% that they would be easier, by far the highest in any market surveyed. Type of investment environment future generation will face (%) More difficult

46

About the same

25

Easier 29

ITALY

31

%

OF PORTFOLIOS ALLOCATED TO FIXED INCOME — THE HIGHEST OF EUROPEAN MARKETS SURVEYED


2

3

FOCUS ON WEALTH ACCUMULATION

NEXT-GENERATION ADVICE: PLAN AHEAD

Wealth accumulation was the top ranked goal among those “Make a plan and stand by it“ was the most popular advice surveyed. Asked to identify their three primary goals of (62%) for future generations among world investors — not investing, almost three-quarters (74%) selected “grow my surprising given that “developed a financial plan” ranked wealth” — outpacing more defensive goals such as “providing #1 as the decision that had the most positive impact on for my own retirement” (62%), “protect my wealth” (59%), investors’ success over the past two years (48%). Overall, and “maintain my current lifestyle later in life” (57%). their advice leaned toward caution: twice as many respondents picked “be cautious about risks” as “don’t Primary goals of investing (%) be afraid to take risks”, which ranked dead last. Grow my wealth

74

Providing for my own retirement

62

Investment advice for future generations (%)

Protect my wealth

59

Make a plan and stand by it over time

57

Make sure you understand what you invest in

61

Start investing early in life

55

Maintain my current lifestyle later in life

The tilt toward equities evident in attitudes about allocation in the next 12 months may in part reflect perceptions about their ability to outpace inflation, which was ranked as the top issue that could derail progress (49%).

62

Avoid short-term decisions based on emotion

54

Be cautious about taking risk

44

Don’t make the mistakes that I have made

32

Employ a professional financial advisor

31

Don’t be afraid to take risks

23

Concerns that could derail investment progress (%) Inflation 49

Decision with most positive impact on investing success in past 2 years (%)

Making the wrong investment decisions

37

Low economic growth in my country

33

Developed a financial plan

Increasing market volatility

32

Invested in products other than just stocks and bonds

42

Took cash off the sidelines and invested it

40

Changed my spending habits so I could save/invest more

36

UNITED KINGDOM

56

%

SAY DOMESTIC STOCKS OFFER THE BEST OPPORTUNITIES IN NEXT 12 MONTHS — THE HIGHEST OF EUROPEAN MARKETS SURVEYED

48

CHINA

38

%

LABELED THEIR INVESTMENT RISK TOLERANCE “AGGRESSIVE” — THE HIGHEST OF ANY MARKET SURVEYED

7


4

5

INCOME STILL A CHALLENGE

Income is still on investors’ radar: roughly the same percentage of world investors ranked income as important or extremely important (71%) as they did in Legg Mason’s Income Survey last year (69%). Satisfaction with income producing investments remains modest: only 9% are very satisfied, although 59% are somewhat satisfied. Priority of income generating investments (%) Extremely important

ALTERNATIVES: ON A LEARNING CURVE

Alternative/non-traditional investments3 command great interest, with nearly half (48%) saying they were very or extremely interested in learning more about them. 44% have some allocation to these strategies, and those who are interested say they would be willing to invest up to 29% of their portfolio in these assets. Interest in learning about non-traditional investments (%)

22

Extremely interested

15

Important 49

Very interested

33

Somewhat important

Somewhat interested

32

Not at all/not very interested

20

23

Not important

6

However, the “income gap” between actual and hoped-for return on income investments widened for world investors between this year’s and last year’s surveys — moving from 280 basis points2 last year to 330 basis points this year. Some markets did do better; the US income gap actually shrank vs. last year. For the most part, the gap was driven by investor expectations about return on income investments; expectations varied far more than the actual returns reported by investors.

However, on a global basis, non-traditional strategies represent only 7% of portfolio allocations, and only a quarter say they plan to increase the proportion of these assets in their portfolio over the next 12 months. There is clearly an opportunity for financial firms and professionals to provide more education about these strategies: a lack of understanding was the most cited concern about nontraditional investments (53%). Concerns about non-traditional investments (%)

330 basis points

Lack of understanding of the product

Smallest gap: United Kingdom

150 basis points

Volatility 50

Largest gap: Chile

520 basis points

Lack of transparency

49

Higher fees

37

Lack of liquidity

30

Tax consequences

24

Global income expectations gap:

FRANCE

70

%

WOULD ADVISE FUTURE GENERATIONS TO START INVESTING EARLY IN LIFE 2 3

JAPAN

5.5 RATING FOR OPTIMISM ABOUT NEXT 12 MONTHS† — THE LOWEST OF ANY MARKET SURVEYED

A basis point is equivalent as 1/100th of 1%. 330 basis points represents a difference of 3.3 percentage points. Defined in survey as investments focused on non-traditional asset classes, including private equity, hedge funds, currencies and commodities and which may use tactics such as hedging, shorting and derivatives. On a scale of 1-10, with 10 as most optimistic. 8

53


6

7

INVESTING ABROAD: THE REALITY OF HOME BIAS

Home bias is a long-entrenched phenomenon among global investors; there is a well-established tendency for human beings to lean toward the familiar rather than the exotic, even when the familiar is not entirely satisfying. And indeed, while 79% of investors surveyed do hold some investments abroad and 3/4 say international opportunities are more of a focus than they were 5 years ago, on average only 17% of their investments are held outside their home country. Among those who do not invest internationally, few appear ready to change: only 22% say they are likely to consider it. Focus on international opportunities compared to 5 years ago (Base: Invest internationally)

HIGH MARKS FOR FAs

Financial advisors in general earned high marks from clients, and a significant proportion of those who do not use one would like to do so. Investors who use an advisor also showed higher levels of confidence in their ability to retire and meet their goals than those who did not. The top cited benefits of using an advisor speak to the desire for wealth accumulation: #1, the opportunity for better performance (45%) and access to opportunities investors could not get on their own (42%). % who strongly agree that their financial advisor (Base: use an advisor) Is available and responsive

48

Is knowledgeable about investing and current market trends

45

Takes the time to understand my financial situation and goals

44 40

Much more of a focus

28

Provides advice tailored to my specific investment needs

Somewhat more of a focus

47

Instills confidence that he/she will help me to achieve financial success

40

No change compared to five years ago

20

Has my best interests at heart

40

Somewhat less of a focus

4

Much less of a focus

1

Top benefits received from financial advisor (Base: Use an advisor) Opportunity for better investment performance

Many factors impact the willingness of investors to send money abroad. In smaller countries or those with less developed financial infrastructures, a paucity of opportunities at home may nudge investors toward going abroad. Top reasons to invest abroad: Potential for higher returns (62%) and diversification (55%)

45

Access to investment opportunities I would not get on my own

42

Help me understand the various investments in my portfolio

40

Avoid costly mistakes I might make on my own

39

Create a formal financial plan to achieve my goals

34

Top reasons not to do so: Global uncertainty (59%) and lack of familiarity with opportunities (45%)

Overall, 55% of US respondents use an FA, vs. 38% globally. But the interest is there among non-US investors: 66% who don’t have an FA say they are extremely or very interested in working with one, vs. 26% for US investors.

Those who invest internationally see the following countries as presenting the best investment opportunities over the next 12 months, with the US and China topping the list.

Interest in working with a financial advisor (Base: do not use an advisor)

Markets representing best investing opportunities over next 12 months (Base: invest internationally or would consider doing so) United States

Extremely/very interested

66

Not very/not at all interested

34

52

China 50 Emerging markets

45

Europe (Excluding UK)

35

Brazil 25 India 22 Japan 21 United Kingdom

19

Russia 19 Latin America (Excluding Mexico)

12

9


WORLD TOUR Market-by-market highlights

US UK Italy Switzerland Sweden Germany Spain Belgium France China Hong Kong Japan Singapore South Korea Taiwan Australia Brazil Chile Mexico Colombia †

On a 1-10 scale, with 10 as most optimistic

10

55% 56% 31% 49% 24% 88% 53% 23% 70% 38% 26% 5.5 61% 32% 63% 61% 60% 10% 52% 53%

use a financial advisor — second only to Hong Kong (56%) say domestic stocks offer the best opportunities in next 12 months — the highest of European markets surveyed of portfolios allocated to fixed income — the highest of all European markets surveyed are concerned about currency risk when investing internationally — the highest of European markets surveyed shifted investments from emerging markets to developed markets in past year — the highest of European markets surveyed said they are somewhat or very confident in ability to manage their investments — the highest of all markets surveyed see an increasing tax burden as a key issue that could derail progress — the highest in European markets surveyed of investments are outside home country — the 2nd highest in European markets surveyed (tie with Sweden) would advise future generations to start investing early in life labeled their investment risk tolerance “aggressive” — the highest of any market surveyed hold investments outside of home country — the highest of Asian markets surveyed rating for optimism about next 12 months† — the lowest of any market surveyed see global uncertainty as a major barrier to investing internationally the portfolio allocation that those interested in non-traditional investments would be willing to invest in these assets in next year said “protect my wealth” was a primary goal of investing — second only to Colombia were not interested in learning about non-traditional investments — the highest of any market surveyed chose “inflation” as something they fear could derail their progress — the highest of all markets surveyed of assets held outside home country — the lowest of all markets surveyed said gold/precious metals offer best opportunity in next 12 months — the highest of all markets surveyed selected “don’t make the same mistakes I have made” as advice for future generations — the highest of all markets surveyed


SURVEY METHODOLOGY A quantitative online survey methodology was used to conduct the survey, with a total of 4,320 investors across 20 markets completing the survey questionnaire. Market

Sample size

United States

Total: 500

Europe (UK, France, Spain, Italy, Germany, Switzerland, Belgium, Sweden)

Total: 1,602 (200-201 per market)

Asia (China, Hong Kong, Singapore, Japan, Taiwan, South Korea)

Total: 1,212 (200-207 per market)

Latin America (Brazil, Chile, Mexico, Colombia)

Total: 805 (201-202 per market)

Australia

Total: 201

Respondents had to meet the following screening criteria: Sole or joint decision-maker for household investment decisions $200,000+ investable assets (includes investment real estate but not primary residence/vacation property) Age 40-75

Field work for the survey was conducted between December 10, 2013 and January 10, 2014. In each market, samples included roughly equal numbers of respondents for the $200K-$999K group and $1MM+ group; the data was then weighted to be representative of the $200K-$999K and $1MM+ household total investable assets populations. Additional sampling and weighting factors were applied to the US, UK, Singapore and Australia data to align age distribution of respondents with that of relevant populations. Global investor figures are composites based on weighted average of countryspecific findings, weighted by relative incidence of qualified investors in each country. The research was conducted by Northstar Research Partners, an independent global marketing research firm with offices in New York, Toronto and London (www.northstarhub.com). Northstar conducts research across a wide range of industry sectors and is a recognized leader in financial services marketing research. IMPORTANT INFORMATION All investments involve risk, including loss of principal. Neither diversification nor asset allocation can assure a profit or protect against market loss. Equity securities are subject to price fluctuation and possible loss of principal. Fixed-income securities involve interest rate, credit, inflation and reinvestment risks; and possible loss of principal. As interest rates rise, the value of fixed income securities falls. Commodities contain heightened risk that include market, political, regulatory, and natural conditions and may not be suitable for all investors. Most alternative investment assets are held by institutional investors or accredited, high-net-worth individuals because of their complex nature, limited regulations and relative lack of liquidity. Alternative investments include hedge funds, managed futures, real estate, commodities and derivatives contracts. Foreign securities are subject to the additional risks of fluctuations in foreign exchange rates, changes in political and economic conditions, foreign taxation, and differences in auditing and financial standards. These risks are magnified in the case of investment in emerging markets. 11


Spain

Italy

Germany

Switzerland

Belgium

Sweden

Brazil

Chile

Mexico

Colombia

Hong Kong

Singapore

Japan

Taiwan

22

32

25

19

21

29

34

35

25

40

32

30

31

23

30

49

32

24

26

25

25

41

31

20

22

17

19

17

19

29

10

15

14

11

24

25

25

25

21

23

26

Fixed Income

20

21

15

19

23

31

18

23

22

14

14

18

18

14

16

16

9

12

22

14

10

Investment real estate

17

6

12

23

21

21

24

15

14

12

20

15

23

23

20

15

7

21

20

25

27

Australia

UK

27

Equities

China

US

Cash or cash equivalents

France

Global

South Korea

APPENDIX: DATA BY MARKET

Allocation decisions Average allocation of assets (% of portfolio)

Non-traditional investments††

7

4

5

6

8

5

3

4

3

6

6

7

8

11

12

8

4

6

8

8

2

Other

5

7

7

8

7

6

8

8

7

15

9

13

9

11

5

6

6

6

5

4

11

37

25

38

25

42

26

34

36

38

30

48

37

40

41

56

42

35

31

41

38

32

Cash or cash equivalents

37

25

25

24

32

23

25

33

28

27

62

53

58

59

48

38

33

32

40

41

37

Fixed Income

33

17

18

19

29

30

20

25

33

21

47

39

41

46

49

28

21

28

39

35

25

Investment real estate

27

12

19

16

25

19

21

20

31

14

58

43

41

60

46

32

18

29

29

27

29

Non-traditional investments

26

13

19

16

27

22

19

18

19

16

38

28

40

49

48

32

21

18

32

28

12

% plan to increase allocation in next 12 months to... Equities

% plan to keep same allocation in next 12 months to… Non-traditional investments

63

81

76

64

65

60

68

74

67

71

46

48

49

40

45

55

64

66

58

52

83

Investment real estate

62

83

73

72

61

63

73

73

60

71

33

46

50

31

44

59

70

55

58

54

64

Fixed Income

60

77

75

68

52

55

64

71

58

70

41

49

48

45

45

61

64

61

57

54

70

Cash or cash equivalents

52

66

53

55

44

60

61

54

49

59

29

41

31

30

39

51

59

56

48

51

51

Equities

50

68

54

55

48

51

53

57

51

63

36

46

52

49

35

48

50

50

46

40

66

6

8

20

9

22

13

7

11

8

16

17

8

10

9

11

15

19

13

23

2

% plan to decrease allocation in next 12 months to... Equities

13

Investment real estate

12

5

9

12

14

17

7

7

8

15

9

11

9

9

10

8

12

16

12

19

7

Cash or cash equivalents

12

9

22

21

23

18

14

14

22

14

10

6

11

11

14

11

8

11

11

8

12

Non-traditional investments

11

5

5

20

8

18

13

8

13

14

17

25

10

10

7

14

14

15

11

20

5

Fixed Income

6

7

7

12

19

15

17

4

9

8

11

12

11

10

6

11

15

11

5

11

5 61

Top 3 best investment opportunities over next 12 months (%)

††

Domestic stocks

59

74

56

38

48

25

47

48

38

53

38

38

25

34

48

51

69

58

56

53

Real estate

42

38

60

68

46

50

64

69

71

61

83

84

71

82

46

49

33

60

40

48

71

Cash

39

28

28

22

42

24

35

41

26

22

44

31

38

30

46

40

57

51

37

61

37 36

Gold or other precious metals

38

33

37

41

38

37

47

44

39

37

42

41

52

44

28

39

35

25

40

35

Domestic bonds

38

31

25

20

32

29

24

29

26

18

28

24

23

15

30

21

33

16

44

26

17

International stocks

32

53

50

54

41

48

44

37

47

60

21

26

24

31

48

42

34

33

26

27

45

Non-traditional investments

30

23

28

33

26

32

14

13

23

28

29

42

46

46

25

38

23

17

31

30

21

International bonds

22

19

16

25

27

56

26

19

29

22

14

13

20

19

29

20

15

40

25

21

11

Defined in survey as investments focused on non-traditional asset classes, including private equity, hedge funds, currencies and commodities, which may use tactics such as hedging, shorting and derivatives. 12


South Korea

7

6.3 6.5

9

35

26

22

16

50

17

23

37

13

16

Australia

Hong Kong

6.7 6.4 5.5 5.7

China

Colombia 7.2

Taiwan

Mexico

6.8 6.2 6.9

Japan

Sweden 6

Singapore

Belgium 5.8

Chile

Switzerland 6

Brazil

Germany 6.4

Italy

Spain

France

UK

US

Global

6.1

Sentiment/confidence Optimism about investments in next year (avg. on scale of 0-10, with 10 as most optimistic) Average

6.8

7.2

6.8 5.7 6.3

Confidence in having enough money to live lifestyle desired in retirement Very confident

28

28

37

16

21

Somewhat confident

57

59

Not at all/not very confident

15

12

12

20

33

12

49

52

58

57

50

53

53

60

36

44

54

45

70

15

32

21

34

15

21

25

24

14

38

23

18

17

6

4

25

18

18

26

24

64

41

59

58

58

47

21

47

21

9

30

29

8

8

7

9

14

4

10

Confidence in ability to make successful financial decisions in today's market environment Very confident

12

12

18

4

19

14

15

Somewhat confident

58

63

Not at all/not very confident

30

25

Very confident

22

Somewhat confident Not at all/not very confident

14

56

48

54

50

64

61

50

53

52

49

56

54

60

56

38

42

61

56

58

27

48

27

36

22

25

45

42

23

33

26

20

31

36

56

49

25

40

32

24

27

10

22

19

22

17

7

10

41

25

29

39

12

10

8

11

25

9

20

54

61

56

50

54

53

65

65

56

51

46

46

52

44

59

63

44

52

53

50

51

25

15

18

40

24

28

14

18

37

39

13

29

19

17

29

27

48

37

22

41

29

Very confident

29

39

49

30

29

28

35

32

40

31

44

34

38

48

16

16

18

20

28

16

25

Somewhat confident

49

48

35

34

39

36

45

47

33

41

31

32

39

29

54

57

43

46

53

41

41

Not at all/not very confident

22

14

16

36

31

36

20

22

26

28

25

33

23

23

30

28

38

35

19

43

34

23

19

30

14

24

20

26

18

12

15

46

26

28

36

11

10

15

8

26

8

19

Somewhat confident

57

60

54

60

54

55

62

65

64

64

42

43

50

45

62

67

48

61

59

53

53

Not at all/not very confident

20

20

15

26

22

25

12

17

23

21

12

32

23

19

26

23

38

31

15

39

28

15

10

19

11

7

8

26

14

16

19

11

8

11

6

12

7

8

Confidence in ability to achieve my financial goals

Confidence in ability to retire at the desired age

Confidence in my ability to manage my investments Very confident

Confidence in understanding of the complexity of investing/financial markets Very confident

12

14

18

11

Somewhat confident

54

51

55

39

42

43

52

48

44

46

43

35

41

41

57

55

39

48

59

43

48

Not at all/not very confident

35

35

27

50

43

47

29

41

49

47

31

51

43

40

32

37

50

46

29

50

44

10

13

20

22

21

22

22

19

26

16

33

21

22

22

8

10

27

8

4

13

19

Overall risk tolerance for investing Very conservative Somewhat conservative

55

52

53

59

53

54

56

62

56

48

50

57

47

51

56

62

45

63

58

58

58

Somewhat aggressive

34

31

23

17

23

20

22

18

15

35

14

18

28

23

31

25

24

28

37

26

20

Very aggressive

2

4

4

1

4

3

1

1

2

2

2

3

3

5

5

4

4

1

1

2

4

Advice to future generations Type of investment environment future generation will face More difficult

46

70

62

78

61

80

65

68

76

54

56

44

68

58

69

76

45

79

34

71

69

About the same

25

24

30

16

26

14

30

27

21

36

21

32

19

22

15

15

39

14

24

14

25

Easier

29

6

9

6

14

6

5

5

3

10

23

24

13

20

16

10

16

8

41

15

5

Investment advice for future generations Make a plan and stand by it over time

62

50

30

32

43

46

37

43

41

50

62

66

67

76

44

51

46

62

70

65

48

Make sure you understand what you invest in

61

54

53

56

62

56

69

66

63

65

67

66

66

77

48

71

52

51

63

49

66

Start investing early in life

55

82

74

70

37

49

62

61

59

68

82

80

72

79

54

70

19

68

49

41

85

Avoid short-term decisions based on emotion

54

51

52

44

52

54

46

51

63

49

68

64

55

71

38

58

33

53

56

43

57

Be cautious about taking risk

44

30

31

45

52

57

50

60

63

32

64

52

57

63

43

48

37

41

45

46

30

Don't make the mistakes that I have made

32

10

9

17

22

16

17

13

27

15

38

47

34

53

29

30

22

45

37

38

21

Employ a professional financial advisor

31

33

28

13

20

14

18

20

16

19

35

28

40

46

26

21

18

14

33

26

33

Don't be afraid to take risks

23

26

24

14

19

17

12

9

16

15

26

36

35

43

30

27

17

25

24

11

25

13


Australia

South Korea

China

6

2

2

3

16

5

16

16

9

9

11

6

21

7

1

19

14

4

10

12

24

25

42

38

33

17

23

20

41

33

9

Somewhat interested

32

28

29

33

42

35

26

36

30

38

35

44

33

35

39

51

35

49

31

44

29

Not at all/not very interested

20

56

51

55

22

35

55

58

58

48

24

25

9

10

18

22

31

26

7

16

61

31

33

31

24

31

24

30

32

23 46

Japan

10

23

Chile

13

9

Brazil

Taiwan

Singapore

Hong Kong

Colombia

Mexico

Sweden

Belgium

Switzerland

Italy

Germany

Spain

4

13

France

7

12

UK

4

33

US

15

Very interested

Global Extremely interested

Non traditional investments†† Interest in learning about non-traditional investments

% of investment portfolio willing to Invest in non-traditional investments (Base: Interested in non-traditional Investments) Average

29

26

21

21

22

23

31

22

19

24

27

33

Benefits of non-traditional investments Provide additional diversification of my portfolio

56

49

37

46

48

52

34

26

49

35

45

43

50

53

40

54

36

46

63

42

Opportunities to outperform market averages

48

49

46

39

41

48

46

33

33

42

60

43

53

50

48

54

40

36

47

55

47

Help protect against downturns in the equity market

46

49

41

31

40

39

46

42

36

44

27

54

53

57

45

54

45

46

46

38

50

Access to investment strategies that I can't access on my own

40

22

22

29

36

35

22

32

22

34

27

43

49

47

37

36

26

40

47

38

29

Concerns about non-traditional investments Lack of understanding of the product

53

51

59

41

38

40

42

40

45

40

61

36

38

49

45

57

35

71

56

44

62

Volatility

50

58

49

43

46

40

17

21

29

17

40

44

50

58

32

43

36

48

50

55

55

Lack of transparency

49

32

37

51

48

52

58

54

48

37

47

54

39

43

39

51

39

60

54

37

39

Higher fees

37

43

42

27

31

18

26

32

35

45

32

43

34

28

41

49

32

36

38

24

45

Lack of liquidity

30

30

24

18

26

21

22

23

13

23

33

36

39

41

27

40

28

32

29

31

26

Tax consequences

24

33

27

31

31

29

28

23

37

31

30

31

48

41

28

26

31

23

19

23

34 –

% who do not understand term at all/very well (Base: US/Europe only) Unconstrained investments

41

64

60

27

42

35

60

55

55

65

Alternative investments

62

42

35

20

32

27

20

23

31

27

Long-short investments

76

25

31

9

20

10

42

45

27

19

Total return

83

16

16

23

38

31

9

14

29

23

Yield

84

17

13

12

41

7

10

11

12

13

56

Progress against goals Primary goals of investing Grow my wealth

74

57

48

29

53

51

49

52

42

42

59

51

68

69

66

65

49

69

84

63

Providing for my own retirement

62

82

72

59

56

49

69

73

64

70

61

68

68

68

56

71

41

79

57

66

79

Protect my wealth

59

58

42

47

55

55

57

55

53

36

53

50

59

68

51

63

38

56

63

36

50

Maintain my current lifestyle later in life

57

70

60

58

68

56

72

64

66

63

67

63

63

71

51

54

46

61

54

50

74 30

Protect my wealth for my children

40

20

23

41

48

48

25

25

43

24

57

46

59

66

35

36

16

31

47

35

Provide for a family member's need

36

16

17

12

20

14

17

15

10

8

47

32

34

37

37

24

13

38

44

32

9

Generate income for living expenses

31

55

47

21

44

43

31

43

38

42

50

50

51

60

47

55

34

25

21

36

57

Provide for my family after I am gone

28

29

26

32

39

39

36

38

36

22

48

43

55

60

43

41

20

34

26

27

29

Saving for a major purchase

17

9

14

15

12

15

24

25

15

18

44

40

31

43

25

24

9

3

19

20

11

Protecting my wealth

61

58

55

41

88

45

76

57

62

42

82

68

73

81

68

45

32

64

65

39

50

Maintaining my current lifestyle later in life

59

64

55

39

83

41

77

58

60

51

75

65

73

79

66

40

33

63

62

40

45

Providing for my own retirement

58

65

60

40

80

45

77

61

64

51

73

62

66

73

60

41

31

62

61

37

45

Generating income for living expenses

55

64

62

43

82

44

64

54

61

48

74

68

77

79

62

40

34

61

54

44

43

Growing my wealth

53

54

49

35

81

36

67

42

40

40

66

55

59

68

59

35

29

57

58

34

44

Providing for my family after I am gone

55

60

61

42

80

44

75

61

67

50

73

53

70

65

62

39

31

57

57

36

47

Protecting my wealth for my children

55

55

54

45

84

45

75

48

61

44

77

67

72

77

63

41

30

53

60

32

41

Providing for a family member's need

54

62

68

48

85

47

66

44

50

47

70

67

70

60

68

42

36

62

56

38

46

Saving for a major purchase

52

59

58

39

71

40

67

45

44

54

67

60

57

61

65

32

31

48

55

44

45

Progress toward goals going very/extremely well

Defined in survey as investments focused on non-traditional asset classes, including private equity, hedge funds, currencies and commodities, which may use tactics such as hedging, shorting and derivatives.

††

14


Mexico

Colombia

Hong Kong

Singapore

Japan

Taiwan

China

33

55

56

46

33

40

43

39

35

68

69

52

45

56

55

64

33

58

60

60

34

45

41

32

41

65

71

43

42

66

56

Providing for my family after I am gone

46

40

39

58

20

56

25

39

33

50

27

47

30

35

38

61

69

43

43

64

53 54

Australia

Chile

South Korea

Sweden

60

19

Brazil

Belgium

Switzerland

29

65

Germany

Spain

61

51

Italy

France

42

46

UK

41

47

US

48

Growing my wealth

Global Saving for a major purchase

Progress against goals (Continued) Progress toward goals going somewhat/not at all well (%)

Providing for a family member's need

46

38

32

52

15

53

34

56

50

53

30

33

30

40

32

58

64

38

44

62

Generating income for living expenses

45

36

38

57

18

56

36

46

39

52

26

32

23

21

38

60

66

39

46

56

57

Protecting my wealth for my children

45

45

46

55

16

55

25

52

39

56

23

33

28

23

37

59

70

47

40

68

59

Providing for my own retirement

42

35

40

60

20

55

23

39

36

49

27

38

34

27

40

59

69

38

39

63

55

Maintaining my current lifestyle later in life

42

36

45

61

17

59

23

42

40

49

25

35

27

21

34

60

67

37

38

60

55

Protecting my wealth

40

42

45

59

12

55

24

43

38

58

18

32

27

19

32

55

68

36

35

61

50

49

36

35

11

22

25

37

18

23

14

60

33

58

45

43

53

24

51

56

28

28

Concerns that could derail investment progress (%) Inflation Making the wrong investment decisions

37

17

14

12

27

21

12

10

17

17

30

39

26

51

26

38

19

33

45

34

17

Low economic growth in my country

33

44

30

47

50

51

17

17

33

24

56

36

63

31

29

37

30

40

29

39

38

Increasing market volatility

32

30

21

17

23

29

12

15

17

6

21

35

38

39

38

39

25

31

35

36

26

An increasing tax burden

31

31

15

12

53

52

34

29

40

15

52

32

59

47

24

20

38

20

30

35

27

Low global growth

30

28

35

23

19

48

28

38

31

27

29

27

28

21

39

33

26

24

30

41

34

Low interest rates/yields

29

33

38

34

30

23

42

41

53

15

24

24

25

24

25

29

28

21

26

47

37

Geopolitical unrest

29

26

18

32

28

30

19

29

26

26

19

20

30

30

28

31

21

31

30

23

21

Economic weakness in Europe

24

25

48

41

43

45

34

39

46

34

20

29

19

20

27

28

19

16

22

23

32

Reduced economic stimulus in the US

24

32

30

13

18

18

10

8

15

31

15

21

21

21

29

30

27

29

22

30

30

Rising interest rates/yields

11

15

12

5

14

8

4

13

10

3

27

22

16

27

23

27

8

6

11

17

22

Not concerned

7

13

12

12

8

4

15

10

8

18

7

12

5

6

1

3

5

3

5

1

15

Potential obstacle to living desired lifestyle in retirement (%) (Base: Less than very confident) Having a catastrophic event that uses up my retirement funds 64

61

45

45

40

27

60

63

52

37

45

68

54

55

47

64

47

63

69

53

52

Government not following up on obligations

48

39

33

64

73

64

37

44

62

54

67

42

52

52

29

22

33

56

51

22

43

Low interest rate environment

40

33

58

30

29

32

38

38

50

21

21

20

31

28

37

36

37

44

43

35

45

Not saving enough for my retirement

37

36

28

16

32

20

29

32

21

30

52

60

56

65

39

47

36

51

36

40

49

Living longer than my retirement funds last

32

39

32

17

11

14

29

21

20

23

18

34

24

19

38

52

35

27

31

42

45

Decisions with most positive impact on investing success in past 2 years (%) Developed a financial plan

48

29

26

25

22

28

29

30

29

33

39

37

38

49

36

34

17

37

56

37

36

Invested in products other than just stocks and bonds

42

26

20

40

30

43

29

30

30

27

29

25

27

41

38

37

24

32

48

29

24

Took cash off the sidelines and invested it

40

19

36

26

42

19

31

23

26

22

33

48

42

41

32

32

35

47

44

43

31

Changed my spending habits so I could save/invest more

36

32

29

35

31

37

23

35

38

30

52

65

63

67

37

44

34

57

33

56

49

Increased the role of my existing advisor

23

14

11

9

7

8

8

11

10

8

7

1

8

11

18

8

12

9

29

11

7

Took a more global approach to investing

23

25

21

26

23

38

17

13

27

19

34

16

18

23

40

32

16

34

25

16

15

Took on more risk to achieve better returns

19

21

28

16

30

21

11

11

13

20

25

34

33

33

23

32

22

14

18

24

15

Began working with an advisor

18

17

16

14

10

12

12

12

20

9

8

14

19

16

27

14

13

4

21

22

19

15


Global

US

UK

France

Spain

Italy

Germany

Switzerland

Belgium

Sweden

Brazil

Chile

Mexico

Colombia

Hong Kong

Singapore

Japan

Taiwan

China

South Korea

Australia

38

55

34

31

26

39

17

20

32

19

11

10

31

26

56

35

20

21

39

53

36

Use of financial advisor Work with Financial advisor (%) Yes

% interested in working with a financial advisor (Base: Do not use an advisor) Extremely/very interested

66

26

22

18

37

37

23

16

19

23

27

12

36

24

52

38

37

59

87

71

28

Not very/not at all interested

34

74

78

82

63

63

77

84

81

77

73

88

64

76

48

62

63

41

13

29

72

% who strongly agree that their financial advisor (Base: Use an advisor) Is available and responsive

48

64

47

40

42

48

39

34

26

25

71

37

39

53

23

28

39

18

45

16

42

Is knowledgeable about investing and current market trends

45

61

62

40

55

45

45

31

30

43

71

41

51

57

21

30

38

21

42

17

44

Takes the time to understand my financial situation and goals 44

64

58

42

40

44

40

33

29

28

57

51

47

49

23

23

31

24

40

16

45

Provides advice tailored to my specific investment needs

40

61

48

28

38

40

39

43

26

30

70

51

28

63

21

26

31

24

36

16

43

Instills confidence that he/she will help me to achieve financial success

40

57

48

27

48

47

49

33

26

33

60

49

36

53

23

29

30

15

39

13

38

Has my best interests at heart

40

53

46

26

49

35

37

30

13

34

57

43

32

49

19

26

23

20

39

16

39

Is transparent about fees and charges

39

48

49

30

51

42

39

27

23

38

77

49

47

66

13

30

30

17

42

10

40

Brings me investing opportunities I would not find on my own 39

48

42

38

40

35

46

35

32

41

57

39

43

45

23

27

31

16

40

16

30

Asks the right questions

38

50

48

26

42

37

40

34

19

37

48

41

36

49

21

20

36

21

38

9

30

Educates me about financial matters

37

48

41

31

31

44

42

44

23

37

67

51

45

66

21

29

26

19

37

20

32

Takes a global approach to investing

28

44

39

35

35

47

33

23

26

34

59

47

33

47

22

22

31

19

24

12

27

Top three benefits received from financial advisor (%) (Base: Use an advisor) 45

45

51

29

38

47

22

37

45

50

46

55

30

32

39

52

30

55

45

51

31

Access to investment opportunities I would not get on my own 42

Opportunity for better investment performance

32

52

49

44

32

28

38

49

65

54

37

46

45

42

51

43

44

45

31

43

Help me understand the various investments in my portfolio

40

32

19

30

36

30

40

36

21

53

53

45

37

32

38

38

24

60

45

27

34

Avoid costly mistakes I might make on my own

39

45

58

38

46

41

46

34

37

21

41

43

46

51

31

28

44

31

33

48

46

Create a formal financial plan to achieve my goals

34

38

31

25

20

42

36

28

28

15

32

28

48

44

22

28

26

34

34

25

57

Someone to discuss investment ideas with

28

25

24

25

32

33

31

37

37

19

40

47

32

40

29

39

43

43

29

32

34

Someone to manage my entire portfolio

27

38

28

23

31

21

30

33

22

35

26

16

22

13

36

27

25

16

24

35

21

Peace of mind

24

40

26

38

29

27

36

33

30

40

6

20

32

34

24

13

31

6

17

38

29

36

34

34

50

34

40

41

47

51

48

50

51

60

61

61

16

Top three things financial advisors could do more of (%) (Base: Use an advisor) Better investment performance

52

25

23

50

32

Look for innovative/new solutions

44

15

13

31

31

26

16

27

38

20

34

31

45

49

34

37

26

36

58

30

24

Lower fees

37

38

48

45

31

43

31

60

44

50

25

20

20

32

33

41

31

53

37

26

36

Better customer service

27

9

12

22

28

21

19

22

16

12

45

20

29

21

36

29

38

43

32

37

22

More proactive approach

25

21

20

21

29

23

18

15

24

13

18

45

45

36

32

41

36

40

25

35

30

More financial planning support

25

13

15

27

18

25

15

17

20

21

40

25

26

30

48

25

26

33

29

43

10

More customization

24

14

19

26

36

26

30

25

28

17

23

39

27

34

36

19

34

16

25

49

13

Nothing, I am satisfied with what my advisor is doing

14

43

36

16

21

21

27

24

20

40

23

22

14

11

1

12

8

1

4

1

40

16


Global

US

UK

France

Spain

Italy

Germany

Switzerland

Belgium

Sweden

Brazil

Chile

Mexico

Colombia

Hong Kong

Singapore

Japan

Taiwan

China

South Korea

Australia

17

14

18

13

15

31

16

16

23

23

11

10

13

12

26

20

18

21

18

13

13

International investing % of investments held outside of home country Average

% of income producing assets held outside home country Average

20

16

18

16

20

29

18

23

27

22

22

21

21

18

24

21

28

23

20

16

17

Focus on international opportunities compared to 5 years ago (%) (Base: Invest internationally) Much more of a focus

28

8

11

5

30

22

4

8

6

8

32

17

31

35

12

15

22

20

34

15

8

Somewhat more of a focus

47

28

27

38

44

37

29

22

34

39

42

51

51

51

52

44

38

53

53

51

32

No change compared to five years ago

20

55

55

38

23

34

50

50

41

43

13

19

12

10

28

34

25

18

10

16

39

Somewhat less of a focus

4

7

5

11

2

5

8

17

15

7

4

11

5

3

7

7

13

8

2

17

15

Much less of a focus

1

2

3

8

2

3

9

3

4

3

9

3

1

**

1

**

3

1

**

1

6

34

69

47

41

46

54

57

41

58

52

64

65

52

54

Benefits sought by investing internationally (%) (Base: Invest internationally) Potential for higher returns than in home market

62

52

55

45

51

56

35

Diversify risk across different markets

55

59

59

55

53

55

63

47

57

59

34

34

48

45

47

55

54

69

53

32

48

Greater range of investment choices

51

37

30

34

31

31

37

32

38

34

50

38

47

57

45

42

39

45

55

49

35

Easier to buy and sell assets

31

5

15

14

31

13

15

15

7

14

27

46

51

56

32

25

16

26

39

32

11

Greater liquidity

29

7

13

17

20

14

18

19

12

18

41

49

44

58

33

29

26

25

34

36

10

% who cite as major barriers to investing internationally Global uncertainty

59

62

49

49

39

49

41

56

49

51

51

52

53

62

45

61

51

62

60

53

67

Not familiar with opportunities

45

37

41

26

44

22

33

35

33

28

49

58

56

58

40

50

23

45

49

35

44

Currency risk

39

34

39

21

29

40

36

49

28

34

39

28

41

45

44

57

50

49

39

37

45

Not enough transparency

37

21

26

34

36

30

43

35

43

42

29

39

33

34

31

40

34

59

41

43

33

Too much risk

34

29

24

29

22

19

29

22

33

22

35

29

26

30

26

40

34

36

35

35

36

4

4

3

5

5

8

7

1

1

**

**

2

27

Likelihood to consider investing outside of home country (%) (Base: Don't invest internationally) Definitely would

2

4

3

**

1

11

Probably would

20

14

39

Probably would not

51

56

36

Definitely would not

28

26

22

28

4

1

26

29

40

19

14

12

29

34

30

51

53

40

45

17

15

14

27

46

53

30

45

50

31

51

31

35

21

25

40

53

63

17

52

54

47

18

19

33

35

53

16

33

31

23

14

12

2

18

68

35

17

26 **

Likelihood to consider investing for income outside home country (%) (Base: Don't invest for income internationally) Definitely would

1

1

5

-

5

12

2

1

4

7

4

3

6

7

5

1

1

**

**

**

Probably would

24

23

24

29

43

42

22

23

5

29

36

35

54

61

52

51

22

40

16

37

24

Probably would not

51

57

46

45

42

32

48

53

45

38

30

34

18

21

36

43

63

24

52

51

53

Definitely would not

24

19

25

26

10

14

28

24

45

25

29

27

22

11

8

5

14

36

32

12

24 10

Likelihood to consider international equities (Base: Would consider investing internationally) Definitely would

6

3

20

3

3

24

23

11

56

3

12

7

11

8

15

2

**

**

**

8

Probably would

22

54

14

27

61

17

14

16

30

27

15

62

50

59

13

27

26

**

**

15

11

Probably would not

64

37

65

70

28

48

37

56

14

65

69

22

27

29

72

71

44 100 100 69

79

Definitely would not

8

6

1

**

8

10

26

16

**

5

5

9

11

4

**

**

31

**

**

7

-

Likelihood of investing internationally in fixed income (%) (Base: would consider investing internationally) Definitely would

5

8

8

**

9

14

6

**

50

3

7

12

18

17

**

**

**

**

**

**

**

Probably would

42

30

14

27

87

7

11

11

7

30

15

82

71

74

15

25

22

-

67

22

22

Probably would not

47

57

70

64

3

69

51

67

20

53

67

2

9

9

85

75

65 100 33

63

78

Definitely would not

7

6

7

9

**

10

31

22

23

15

11

3

2

**

**

**

13

15

**

**

**

** Insufficient sample size 17


China

58

40

45

46

50

54

41

37

56

45

74

63

14

71

52

59

66

Emerging Markets

45

57

45

40

46

53

39

40

52

45

38

42

30

21

37

55

53

52

42

50

54 27

Australia

Taiwan

South Korea

Japan

58

71

Colombia

38

55

Mexico

48

57

Chile

34

49

Brazil

34

54

Sweden

33

55

Belgium

Singapore

Hong Kong

Switzerland

32

48

Germany

23

45

Italy

39

46

Spain

46

39

France

31

47

UK

56

50

US

52

China

Global United States

International investing (Continued) Countries representing best investing opportunities over next 12 months (%) (Base: invests internationally or would consider doing so)

Europe (Excluding UK)

35

23

21

29

31

18

49

51

24

38

20

20

22

22

24

21

22

21

42

25

Brazil

25

23

31

39

29

35

28

27

36

19

51

26

27

37

12

22

36

13

24

27

12

India

22

22

37

28

19

38

21

24

33

34

24

25

16

13

26

28

42

24

17

35

42

Japan

21

29

25

19

36

19

27

19

24

24

27

37

41

42

34

29

55

32

15

10

30

United Kingdom

19

16

42

19

19

16

14

14

14

9

19

16

23

21

19

18

8

8

21

10

15

Russia

19

7

16

17

20

33

18

23

21

25

3

6

10

7

16

7

13

10

23

22

10

Latin America (Excluding Mexico)

12

20

12

17

18

18

17

17

12

15

14

18

18

35

19

10

12

20

9

20

5

Investment opportunities by asset class: United States (%) (Base: selected country as opportunity) Good opportunities in bonds only

15

3

10

11

6

16

10

6

12

2

6

8

18

7

19

8

15

18

17

15

7

Good opportunities in stocks only

37

30

50

35

44

23

52

55

45

43

25

35

20

23

47

50

40

31

39

35

30

Good opportunities in both bonds and stocks

43

55

27

50

46

60

29

35

34

50

63

50

62

68

32

36

34

45

40

47

54

Neither

5

12

13

4

4

**

9

5

9

4

6

6

1

2

1

6

11

6

3

4

9

Investment opportunities by asset class: United Kingdom (%) (Base: selected country as opportunity) Good opportunities in bonds only

21

12

11

8

13

19

20

19

20

15

10

19

11

9

**

11

31

13

23

5

5

Good opportunities in stocks only

27

26

42

30

33

20

38

44

25

36

12

23

19

31

57

31

52

30

27

34

39

Good opportunities in both bonds and stocks

51

56

43

57

48

60

30

30

28

42

78

58

65

57

41

36

6

37

50

53

46

Neither

2

7

3

5

6

2

13

7

27

6

**

**

5

3

3

22

11

20

**

8

9

Investment opportunities by asset class: Europe (ex-UK) (%) (Base: selected country as opportunity) Good opportunities in bonds only

21

4

8

13

11

13

7

5

12

4

11

14

22

5

9

2

14

10

25

7

9

Good opportunities in stocks only

26

41

45

25

33

30

31

35

29

35

14

23

21

24

31

46

36

28

24

30

25

Good opportunities in both bonds and stocks

48

45

35

52

56

51

54

52

46

52

72

55

58

68

52

45

28

52

49

55

45

Neither

5

10

12

10

**

6

9

9

13

10

3

8

**

3

9

6

21

9

3

8

21

11

14

4

6

9

16

10

7

8

8

4

14

12

16

2

Investment opportunities by asset class: Japan (%) (Base: selected country as opportunity) Good opportunities in bonds only

9

4

8

3

7

14

Good opportunities in stocks only

36

37

40

27

43

17

41

43

26

28

30

31

23

26

53

34

45

41

34

66

32

Good opportunities in both bonds and stocks

48

48

41

58

46

67

45

27

53

52

56

49

64

66

36

44

41

38

50

13

55

Neither

7

11

11

12

3

1

4

16

17

14

5

4

3

1

3

15

10

8

4

4

10

Investment opportunities by asset class: Brazil (%) (Base: selected country as opportunity) Good opportunities in bonds only

20

2

11

15

17

13

15

18

15

5

17

13

24

10

13

11

24

35

25

26

18

Good opportunities in stocks only

28

39

35

42

29

18

28

35

32

57

17

35

22

30

36

34

35

31

25

23

47

Good opportunities in both bonds and stocks

49

46

43

36

53

63

49

42

46

29

61

52

52

59

38

50

32

33

51

43

20

Neither

4

13

10

7

1

6

8

6

8

9

5

**

2

2

12

5

10

-

-

8

15

Investment opportunities by asset class: Russia (%) (Base: selected country as opportunity) Good opportunities in bonds only

13

20

9

10

11

27

16

24

10

1

**

**

7

19

6

14

17

32

11

14

10

Good opportunities in stocks only

19

23

34

50

36

16

20

29

23

54

31

30

43

45

37

59

46

11

15

29

20

Good opportunities in both bonds and stocks

66

53

35

37

51

52

47

40

52

40

50

70

50

37

54

28

26

45

74

48

51

Neither

2

3

22

4

2

4

16

7

15

5

19

**

**

**

4

**

10

11

**

9

19

Investment opportunities by asset class: India (%) (Base: selected country as opportunity) Good opportunities in bonds only

14

2

13

10

12

19

14

17

5

1

21

11

20

9

17

10

18

7

17

13

13

Good opportunities in stocks only

31

47

34

45

37

20

17

24

28

47

7

46

55

18

24

38

22

31

31

29

43

Good opportunities in both bonds and stocks

50

40

48

43

49

55

53

44

60

50

66

36

20

73

55

35

43

46

52

59

36

Neither

5

11

5

2

2

6

17

15

7

2

5

7

4

**

4

16

17

15

-

-

8

13

8

1

12

12

16

9

8

4

24

14

18

16

-

Investment opportunities by asset class: China (%) (Base: selected country as opportunity) Good opportunities in bonds only

14

4

6

5

Good opportunities in stocks only

24

42

34

48

35

17

38

31

29

47

19

31

26

24

40

46

38

41

17

41

37

Good opportunities in both bonds and stocks

57

41

47

41

55

60

40

47

50

45

66

51

53

63

51

41

24

38

63

42

51

Neither

4

12

14

6

1

4

13

10

13

7

4

6

5

4

1

10

15

8

2

1

12

** Insufficient sample size 18

9

18

10


Australia

South Korea

Singapore

Hong Kong

Colombia

2

15

13

29

5

17

**

16

14

10

15

**

25

51

14

39

14

29

33

46

37

25

40

49

**

Good opportunities in both bonds and stocks

41

46

33

42

58

55

47

51

34

43

63

44

58

65

42

52

25

57

43

32

84

Neither

9

10

7

12

3

6

4

8

19

4

8

3

-

2

8

2

21

4

7

4

16

China

22

36

Taiwan

6

40

Japan

Mexico

9

23

Brazil

Chile

Sweden

Belgium

Switzerland

Germany

16

34

Italy

6

38

Spain

8

53

France

7

41

UK

3

43

US

8

Good opportunities in stocks only

Global Good opportunities in bonds only

International investing (Continued) Investment opportunities by asset class: Latin American (ex-Mexico) (%) (Base: selected region as opportunity)

Shifted investment assets from emerging markets to developed markets in past rear (%) (Base: Europe/Asia investors only) Yes

33

**

9

15

15

22

10

9

13

24

**

**

**

**

52

27

21

36

39

28

**

No

67

**

91

85

85

78

91

91

87

76

**

**

**

**

48

73

79

64

61

72

**

Reasons for shifting assets (%) (Base: shifted assets to developed markets) Seek a higher return

33

**

27

20

39

19

37

25

36

42

**

**

**

**

37

28

33

15

31

19

**

Better diversify portfolio

32

**

29

53

35

41

26

36

45

23

**

**

**

**

20

29

16

23

14

25

**

Improving economic conditions in developed countries

20

**

29

15

16

16

29

17

12

17

**

**

**

**

20

28

22

44

21

25

**

Seek greater income

16

**

15

12

10

24

8

18

8

15

**

**

**

**

23

15

30

17

35

30

**

Other

**

**

**

**

**

**

**

3

**

3

**

**

**

**

**

**

**

1

**

**

**

Income investing Priority of income generating investments (%) Extremely important

22

16

20

9

31

29

7

6

11

7

36

33

40

51

12

24

17

8

25

10

26

Important

49

41

34

42

50

45

41

36

42

43

49

42

43

37

66

51

30

34

54

58

38

Somewhat important

23

33

29

30

17

23

33

45

36

39

12

21

14

11

21

22

33

41

19

28

26

Not important

6

10

18

19

1

4

18

13

11

12

3

4

3

-

1

3

20

17

2

4

10

Asset classes used to meet income needs (%) Guaranteed income products

56

39

38

46

58

61

55

54

60

53

53

51

50

48

40

49

37

45

61

37

40

Equity income funds

45

45

33

27

24

17

28

26

46

27

25

19

18

13

36

38

16

51

50

51

30

Income producing real estate

36

14

27

46

46

34

42

35

35

32

58

69

63

76

36

34

24

23

40

38

42

High yield bonds

34

24

20

13

22

40

5

8

24

21

12

13

30

31

31

24

19

29

40

23

10

Investment grade bonds

24

26

20

16

12

26

11

16

27

17

13

7

11

15

38

19

32

24

24

18

14

Specialized investment vehicles

22

18

8

22

7

12

9

6

10

9

14

6

20

23

25

41

28

8

24

19

5

None of the above

12

33

27

14

8

7

35

34

21

41

9

21

12

6

5

7

41

11

3

6

30

Satisfaction with income producing investments (%) Very satisfied

9

21

22

6

20

6

14

9

3

9

21

12

14

20

10

5

5

6

7

1

15

Somewhat satisfied

59

68

63

66

61

61

64

71

61

61

52

56

62

64

67

64

44

51

60

54

63

Somewhat dissatisfied

28

9

14

23

18

28

19

16

26

27

20

23

20

13

21

27

38

40

31

38

17

Very dissatisfied

4

3

1

5

2

5

3

4

10

2

7

9

4

3

2

4

14

4

2

7

5

6

6.9 8.7 9.3 10.4 10.5 11

% return sought on income producing investments Global average

9.5 8.3 6.6

6.1

8.4 5.9 6.8

6.2 6.4

5.1

4.5 5.5 4.4 5.2 3.9

1.5

1.6

2.9

1.5

8.3 8.5

7.3

9.1 10.4 9.5 9.2

% return earned on income-producing investments Global average

4

6

5.4 5.2 5.8 6.2

6

5.4 4.2 5.5 6.7 5.4 6.2

Income expectations gap (percentage point difference) 3.3

1.9

1.6

2.1

2.9 2.7 3.9 5.2 4.7 4.8 2.3

65

68

59

70

61

66

52

65

61

62

35

33

41

30

39

34

48

35

39

38

3.1

3.1

3.6 3.7

4.1

3

Male

59

53

67

66

68

Female

41

47

33

34

32

57

74

76

56

64

58

43

26

24

44

36

Average age

49 56.3 55.8 55.4 50.6 52.5 53 53.6 58.6 55.8 51.2 51.8 49.7 50.2 46.6 48.7 52.9 50 45.7 49.1 52.6

42

Respondent profile Gender (%)

Total investable assets $USD (000) $200K-999K NET

71

81

85

75

83

76

75

69

71

78

37

40

54

52

54

79

70

76

59

64

76

$1M+ NET

29

19

15

25

17

24

25

31

29

22

63

60

46

48

46

21

30

24

41

36

24

Average Total Investable Assets ($USD)

1889 981 984 1786 1116 1689 1957 2168 2157 1611 4378 3082 3569 3676 2868 1186 2667 1410 2466 2102 1153

Average Annual HHI $USD (000)

543 214 185 339 285 230 574 265 377 299 1577 1258 1088 1031 1189 337 499 331 731 552 247

Responsibility for financial matters (%) Sole decision-maker

69

54

67

65

67

65

62

56

56

58

53

52

64

48

83

73

71

59

76

67

56

Shared responsibility in household/family

31

46

33

35

33

35

38

44

44

42

47

48

36

52

17

27

29

41

24

33

44

** Insufficient sample size 19


Batterymarch Brandywine Global ClearBridge Investments Legg Mason Global Asset Allocation Permal Royce & Associates Western Asset Management

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