The era of overseas asset allocation is coming
More than 60% of the rich in China plan to increase their overseas assets in the next two years, and 47% of high-net-value individuals have arranged for more than 30% of their assets to invest overseas.
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Overseas asset allocation purpose
Overseas asset allocation purpose
Hedge risk and protect asset safety
Immigration, children's overseas education, overseas business
The privacy of assets and the family biography of wealth Bear
“In the long run, about 90% of investment income comes from successful asset allocation ”
——“Father of Global Asset Configuration ”Gary Brinson
“Diversification of asset allocation is the only free lunch invested ”
—— Nobel Prize winner in economics,
“Father of modern portfolio ” Markowitz
Characteristics of overseas investment risk income
Characteristics of overseas investment risk income
Bank deposit
Bond trading fund
Money market fund
Fixed income annuity
Rate of return <4%, with security, freedom of access, and usually no tax
Structural notes
Index annuity
Index panacea
5-10% rate of return, with security, basic access, and province
stock
Stock fund
Futures Fund
High risk and high return, access to basic freedoms, usually no tax saving
Private equity
Hedge Fund
VC venture capital and angel investment
Extra high risk is not necessarily extra high return, access to basic freedom, no tax saving
Asset allocation necessity
“Chinese households often have a single asset structure and a single currency, lacking hedging tools to deal with policy risks, liquidity risks, and exchange rate risks; ” RMB depreciation, and concerns about the first-line urban housing price bubble make China's high net worth The population is more active in considering overseas investment. ”
—— Hu Run Wealth, 2017
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