This website uses cookies to ensure you have the best experience. Learn more

Hnwi Asset Allocation In Japan 2014

938 words - 4 pages

HNWI Asset Allocation in Japan 2014

Synopsis This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in Japan. The report focuses on HNWI performance between the end of 2008 (the peak before the global financial crisis) and the end of 2013. This enables us to determine how well the country's HNWIs have performed through the crisis. Summary This report provides the latest asset allocations of Japan HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of Japan HNWIs to 2018 and a comprehensive and robust background of the local ...view middle of the document...

0%, cash and deposits with 8.0% and alternatives with 7.0%. Equities, alternatives and business interests recorded growth during the review period at respective rates of 53.0%, 46.0% and 36.0%. Alternative assets held by Japanese HNWIs increased during the review period, from 6.3% of the total HNWI assets in 2009 to 7.0% in 2013; HNWI allocations to commodities increased from 1.2% of total assets in 2009 to 1.6% in 2013. Over the forecast period, WealthInsight expects allocations in commodities to decline to 1.3% of total HNWI assets by 2018, as global liquidity tightens due to a forecast near-term drop in demand from China for raw materials. This is expected to cause global commodity prices to flatten out. As of 2013, Japanese HNWI liquid assets amounted to US$3.9 trillion, representing 44.0% of wealth holdings. table Of Content

1 Introduction 1.1 Details Of This Report 1.2 Definitions

2 Executive Summary

3 Wealth Sector Fundamentals 3.1 Political Background 3.2 Economic Background 3.3 Benchmarking Japan’s Wealth In Context 3.3.1 Distribution Of Wealth In Japan 3.4 Hnwi Volume And Wealth Trends

4 Analysis Of Japanese Hnwi Investments 4.1 Analysis By Asset Class 4.1.1 Trends In Alternative Assets 4.1.2 Trends In ‘art, Wine And Wheels’ 4.1.3 Trends Of Investment In Real Estate 4.1.4 Trends Of Investment In Cash And Deposits 4.1.5 Trends Of Investment In Fixed-income 4.1.6 Trends Of Investment In Equity 4.1.7 Trends Of Investment In Business Interests 4.2 Analysis Of Foreign Investments 4.2.1 Investments In Europe 4.2.2 Investments In North America (including The Us, Mexico And The Caribbean) 4.2.3 Investments In Asia-pacific 4.2.4 Investments In Central And South America...

Other Essays Like Hnwi Asset Allocation in Japan 2014

Investment Policy Essay

587 words - 3 pages IPS | Investment Objectives: | These are my main objectives for my investment program. I have made developed them after a review of my financial resources, financial goals, asset allocation, risk tolerance and time horizon. * Objective 1: To retire at the age of 57 * Objective 2: To have an annual income from my investments of at least $45,000 after taxes and in today’s dollars (inflation assumed to be 3.0 percent yearly) * Objective 3

Factor Investing Essay

872 words - 4 pages Added Value Passive Investing Factor Investing Active Management Benchmark Indices Multi-Factor Index Active Mandates Strategic Factor Tilts Momentum Value Tactical Factor Tilts & Overlay Strategies ESG Beliefs & Constraints Yield Size ACWI IMI Volatility Quality Tactical Asset Allocation Security Selection Market Timing Exposure and Investability Exposure Pure Factors Mkt Neutral Factor Indexes Long Short

Cover Letters Web

3880 words - 16 pages Pictet-Absolute Return Fixed Income: unlocking the potential of a rapidly-changing bond market Pictet Asset Management May 2014 For professional investors only Overview From 16 to 9. Over the past decade, the number of sovereign borrowers rated triple-A by Standard and Poor's has almost halved. There is probably no clearer testament to the damage caused by the financial crisis. But it is not the only momentous change facing fixed


2596 words - 11 pages Main Nations’ Carbon Emission Exchanges System And Implication in South Korea I. Introduction After Kyoto Protocol in 1997, the carbon emission has been issued in the World. The carbon market has rapidly grown based on Kyoto mechanism, such as CDM (Clean Development Mechanism).Actually, the main nations, such as EU, the United States, Japan, and China, has formed the greenhouse gas emission trading market. South Korea is a target

Company Portfolio

3116 words - 13 pages averse. For a given risk level, an optimal combination of asset classes will maximize returns. Investment Style Passive Vehicle Style of investment Active Vehicle Investment Style Horizon (Long term Investment ) Life-cycle (often used in retirement plans) Asset Allocation Equities Growth Fixed Income Investments Capital Preservation Asset Allocation Asset-allocation is an attempt to provide investors with portfolio

Relationships Between Japan and the World 1914-1939

1179 words - 5 pages Relationships between Japan and the World During the period of 1914 to 1939, Japan established multiple relationships with the rest of the world due to the many incidents that occurred. Japan emerged as a powerful country and conquered their goal of dominance in which created many positive and negative effects with the world to an extent. Japan mostly formed negative relationships with other nations however, that were not friendly but in fact

Alabama Finance 414 Ch 1 Test Bank

5363 words - 22 pages analysis C. top down portfolio management D. passive management   53. After considering current market conditions an investor decides to place 60% of their funds in equities and the rest in bonds. This is an example of  A. asset allocation B. security analysis C. top down portfolio management D. passive management   54. Suppose an investor is considering one of two investments which are identical in all respects except for risk. If the

The Cost of Doing Business in America and Japan

1388 words - 6 pages break contractual obligations, the costs of doing business are lowered. Expensive lawyers are not needed to resolve contract disputes” (Hill, 2015). Although having the ability to create strong relationships is an undeniable asset of conducting business in Japan, there are other factors to consider. “The Japanese tax system is a victim of the country’s love of bureaucracy. The World Bank and IFC rank Japan 123rd in the world for their corporate

Defend the Asset/Liability Approach of Accounting for Inter-Period Income Tax Allocation

656 words - 3 pages Team 2: Defend the asset/liability approach of accounting for inter-period income tax allocation. The asset/liability method of income tax allocation is balance sheet oriented. The intent is to accrue and report the total tax benefit or taxes payable that will actually be realized or assessed on temporary differences when their respective future taxable or deductible amounts are expected to occur. The book states 5 arguments: 1. The

Corporate Reporting

877 words - 4 pages Assignment 1 – Corporate Reporting – Second Trimester 2007 Question 1 A) The AASB 116 states that an asset must be revalued to its fair value, which is defined as “the amount for which an asset could be exchanged between knowledgeable, willing parties in an arm’s-lenght transaction”. Fair values must be capable of reliable measurements and revaluations must be made, either upwards or downwards, with sufficient regularity to guarantee the

Scope Creep

806 words - 4 pages believe that Scope Creep is a result of poor requirement elicitation and evolving requirements may proliferate into Scope Creep. Scope Creep has the tendency of resulting in poor change control, cost overrun, poor communication, poor requirement allocation, weak management, and over-lack of project versatility (Dominic, 2014; Wikipedia, n. d.). Case I once worked on a bespoke ERP-Like application for a company that specializes in selling GSM

Related Papers

Turkey Wealth Report Share 2014

1325 words - 6 pages Turkey Wealth Report 2014 Synopsis This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in Turkey. OverviewTable of contentsList of tablesList of figures Overview Executive summary This report reviews the performance and asset allocations of HNWIs and ultra-HNWIs in Turkey. It also includes an evaluation of the local wealth management market

Wealth Sector In Russia: Jsbmarketresearch Essay

1085 words - 5 pages performance between the end of 2010 and the end of 2014. This enables us to determine how well the countrys HNWIs have performed through the crisis. Scope Independent market sizing of Russia HNWIs across five wealth bands HNWI volume and wealth trends from 2010 to 2014 HNWI volume and wealth forecasts to 2019 HNWI and UHNWI asset allocations across 13 asset classes Number of UHNWIs in each state and all major cities Fastest growing cities and

Challenges And Opportunities For The Wealth Sector In Colombia 2015

546 words - 3 pages “• This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in Colombia. • The report focuses on HNWI performance between the end of 2010 and the end of 2014. This enables us to determine how well the country’s HNWIs have performed through the crisis.” Table of contents : 1 Introduction 1.1 Details of this Report 1.2 Definitions

Challenges And Opportunities For The Wealth Sector In Switzerland 2014

662 words - 3 pages €“2013 Table 17: Swiss Government Debt as a Percentage of GDP (%), 2009–2018 Table 18: Swiss Stock Market Performance, 2009–2013 Table 19: Swiss HNWI Wealth vs GDP Ratio (%), 2009–2018 Table 20: Switzerland– Appendix One Table 21: Switzerland – Appendix Two” For complete report please visit : More information ;http