Coins
Caproasia.com | The leading source of data, research, information & resource for financial professionals, investment managers, professional investors, family offices & advisors to institutions, billionaires, UHNWs & HNWs. Covering capital markets, investments and private wealth in Asia. How do you invest $3 million to $300 million? How do you manage $20 million to $3 billion of assets? Caproasia - Learn more



This site is for accredited investors, professional investors, investment managers and financial professionals only. You should have assets around $3 million to $300 million or managing $20 million to $3 billion.










Where Investors Worldwide Are Placing Their Bets

This article is produced by Morningstar, authored by Alina Lamy and published on 14th March 2017.   Read the original article here.

Our analysis of global asset flows in 2016 finds that investors embraced bonds, favored passive products, and sought low-cost options.

The Morningstar 2016 Global Asset Flows Report analyzes the flows that investors placed in global open-end funds and exchange-traded products during the past year and what these trends reveal about past performance, as well as investor behavior and expectations going forward.



- Article continues below -



Sign Up
Basic Member: $5 Monthly | $60 Yearly
Newsletter Daily 2 pm (Promo): $20 Monthly | $180 Yearly (FP: $680)


The 2024 Investment Day
6th March Hong Kong | 13th March Singapore

Private Equity, Hedge Funds, Boutique Funds, Private Markets & more. Taking place on 6th March 2024 in Hong Kong, 13th March 2024 in Singapore.
Visit | Register here


The 2024 Family Office Summit
10th April Hong Kong | 24th April Singapore

Join 100+ single family offices & family office professionals in Hong Kong & Singapore
Links: 2024 Family Office Summit | Register here





 

Asset Flow by Region: US Attracted $288 Billion

The United States attracted $288 billion in new flows in 2016, an increase from $260 billion in 2015. Europe, Asia, and Cross-Border, however, saw their inflows diminish compared with the previous year. The fastest-growing region was Asia, followed by Africa, Canada, and Latin America.

” The fastest-growing region was Asia “

 

Asset Flow by Asset Class: Fixed Income $412 Billion, Commodities Grew 25.7%

The pattern of flows by category group was very different from 2015. The category groups that received the largest flows in 2016 were fixed income and money market ($412 billion and $196 billion, respectively). In 2015, the top receiving category group was equity, with $346 billion, followed by allocation, with $167 billion. In terms of organic growth rates, commodities grew the fastest at 25.7%.

After favoring both U.S. and world ex-U.S. equity funds for three consecutive years, investors turned to fixed income in 2016. In a year that brought about Brexit and a surprising result to the U.S. presidential election, bonds were the investment of choice.

Investors might have been:

  1. looking for less risky assets
  2. trying to position portfolios in anticipation of rising interest rates
  3. selling off equities at the top of a bull market
  4. or all three.

 

Active & Passive Flows

In the U.S., the gap between active and passive flows has never been wider. U.S. index funds received $492 billion in 2016. Their active counterparts, in sharp contrast, saw $204 billion fly out the door.

The largest discrepancy between active and passive flows occurred in the equity category group, with $390 billion going into index funds and $423 billion oozing out of active funds. Fixed income, on the other hand, received inflows on both active and passive fronts worldwide.

 

Exchange-Traded Products (ETP)

ETP* assets continued to grow, reaching $3.6 trillion globally at the end of 2016. These types of products are becoming more and more popular in a climate where the high growth rates of years past are becoming legend and investors are increasingly sensitive to fees, to the point where they are dropping more-expensive funds and buying lower-cost options.

* ETP are products listed on a national exchange such as the stock exchange.  Example of ETPs are exchange-traded funds (ETFs), exchange-traded vehicles (ETVs) and exchange-traded notes(ETNs).

This article is produced by Morningstar, authored by Alina Lamy and published on 14th March 2017.   Read the original article here.




Managing $20 million to $3 billion. Investing $3 million to $300 million.
For Investment Managers, Hedge Funds, Boutique Funds, Private Equity, Venture Capital, Professional Investors, Family Offices, Private Bankers & Advisors, sign up today. Subscribe to Caproasia and receive the latest news, data, insights & reports, events & programs daily at 2 pm.

Join Events & Find Services
Join Investments, Private Wealth, Family Office events in Hong Kong, Singapore, Asia-wide. Find hard-to-find $3 million to $300 million financial & investment services at The Financial Centre | TFC. Find financial, investment, private wealth, family office, real estate, luxury investments, citizenship, law firms & more.  List hard-to-find financial & private wealth services.

Have a product launch? Promote a product or service? List your service at The Financial Centre | TFC. Join interviews & editorial and be featured on Caproasia.com or join Investments, Private Wealth, Family Office events. Contact us at [email protected] or [email protected]

Caproasia.com | The leading source of data, research, information & resource for financial professionals, investment managers, professional investors, family offices & advisors to institutions, billionaires, UHNWs & HNWs. Covering capital markets, investments and private wealth in Asia. How do you invest $3 million to $300 million? How do you manage $20 million to $3 billion of assets?



Quick Links


2021 Data Release
2020 List of Private Banks in Hong Kong
2020 List of Private Banks in Singapore
2020 Top 10 Largest Family Office
2020 Top 10 Largest Multi-Family Offices
2020 Report: Hong Kong Private Banks & Asset Mgmt - $4.49 Trillion
2020 Report: Singapore Asset Mgmt - $3.48 Trillion AUM


For Investors | Professionals | Executives
Latest data, reports, insights, news, events & programs
Everyday at 2 pm
Direct to your inbox
Save 2 to 8 hours per week. Organised for success

Register Below

For CEOs, Heads, Senior Management, Market Heads, Desk Heads, Financial Professionals, Investment Managers, Asset Managers, Fund Managers, Hedge Funds, Boutique Funds, Analysts, Advisors, Wealth Managers, Private Bankers, Family Offices, Investment Bankers, Private Equity, Institutional Investors, Professional Investors

Get Ahead in 60 Seconds. Join 10,000 +
Save 2 to 8 hours weekly. Organised for Success.

Sign Up / Register


    InvestorProfessionalFamily OfficeExecutive


    SubscriptionMembershipEvents


    Professional InvestorPrivate WealthFamily OfficePrivate BankingWealth ManagementInvestmentsAlternativesPrivate MarketsCapital MarketsESG & SICEO & EntrepreneursTax, Legal & RisksHNW & UHNWs Insights










    Web links may be disabled on mobile for security.
    Please click on desktop.










    Caproasia Users

    • Manage $20 million to $3 billion of assets
    • Invest $3 million to $300 million
    • Advise institutions, billionaires, UHNWs & HNWs

    Caproasia Platforms | 11,000 Investors & Advisors

    Monthly Roundtable & Networking

    Family Office Programs

    The 2024 Investment Day

    • March 2024 - Hong Kong
    • March 2024 - Singapore
    • June 2024 - Hong Kong
    • June 2024 - Singapore
    • Sept 2024 - Hong Kong
    • Sept 2024 - Singapore
    • Visit: The Investment Day | Register: Click here

    Caproasia Summits

    Contact Us

    For Enquiries, Membership
    [email protected], [email protected]

    For Listing, Subscription
    [email protected], [email protected]

    For Press Release, send to:
    [email protected]

    For Events & Webinars
    [email protected]

    For Media Kit, Advertising, Sponsorships, Partnerships
    [email protected]

    For Research, Data, Surveys, Reports
    [email protected]

    For General Enquiries
    [email protected]





    Caproasia | Driving the future of Asia
    a financial information technology co.
    since 2014




    Previous articleFighting the Dark Forces to Financial Success
    Next article7 Myths and Facts about Sustainable Investing
    Caproasia.com covering capital markets, investments and private wealth in Asia. Our users manage, advise & invest $25 trillion assets in Asia