The 2025 Investment Day | 2025 Family Office Summits | Family Office Circle
Investment / Alternatives Summit - March / Oct / Nov
Investment Day - March / July / Sept / Oct / Nov
Private Wealth Summit - April / Oct / Nov
Family Office Summit - April / Oct / Nov
View Events | Register
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 $30 billion.
Schroders Global Investor Insights Survey 2024: 2,830 Investors with Average $26.3 Billion AUM, Top 5 Investment Portfolio Factors are Central Bank Policy, High Interest Rates, Economic Downturn, Geopolitics & Inflation Risk, Top 3 Equities are Global Equities, Active Equities & Thematic Equities 39%, Invest in Private Markets 59%, Top 3 Investment Themes in Private Markets are Technological Revolution, Energy Transition & Decarbonisation, Sustainability & Impact
15th November 2024 | Hong Kong
Schroders has released the Schroders Global Investor Insights Survey 2024, providing key investment insights from 2,830 investors with $74.5 trillion AUM (Average AUM: $26.3 billion). Investors Type – Institutional Investors 28.8%, Financial Advisors 62%, Gatekeepers 9.2%. Top 5 Factors impacting portfolio performance in next 12 months – Central Bank Policy, High Interest Rates, Economic Downturn, Geopolitics, Inflation Risk. Elections in 2024 to impact investment risk appetite / positioning – Yes 59% / No 41%. Top 3 national policies to impact investment in next 5 years – Alliances on politics & trade 44%, Government borrowing 35%, Energy transition 20%. Confident to achieve expected returns in next 2 years – Yes 60%, / Not confident or somewhat confident 40%. Top 5 increase in Equity in next 1 or 2 years – Global Equities 51%, Active Equities 44%, Thematic Equities 39%, Core Equities 35%, Passive Equities 35%. Top 3 risks to investing in Fixed Income in next 1 or 2 years – Macroeconomic Risks 62%, Central Bank Policies 60%, Political Risks 57%. Invest in Private Markets – 59%. Institutional Investors invest in Private Markets – 69%. Gatekeepers invest in Private Markets – 60%. Financial Advisors invest in Private Markets – 55% . Top 6 Private Markets increase for Institutional Investors & Gatekeepers in next 1 year – Private Equity, Private Debt, Renewable Infrastructure Equity, Infrastructure Debt, Securitised / Asset-based finance (ABS), Bespoke Solutions. Top 6 Private Markets increase for Financial Advisors in next 1 year – Private Equity, Muti-Private Asset Solutions, Renewable Infrastructure Equity, Private Debt, Real Estate Equity, Infrastructure Debt. Top 3 Investment Themes in Private Markets for Institutional Investors & Gatekeepers – Technological Revolution 63%, Energy Transition & Decarbonisation 57%, Sustainability & Impact 42%. Net Zero Commitments by Region – United Kingdom 65% – Europe, Middle East & Africa (EMEA) 57%, Central & South America 53%, APAC 50%, North America & Bermuda 35%. Investing or Planning to Invest in Energy Transition for Institutional Investors & Gatekeepers – Currently investing 60%, Planning to invest in next 1 to 2 years 30%, Not planning to invest 10%. Top 5 Opportunities in Energy Transition – Power Grid Infrastructure, Emergent Technologies (Hydrogen, Carbon Capture, Batteries), Traditional Renewable Energy (Wind, Solar), Traditional Energy Companies in Transition, Nuclear. Top 5 Insights on Active & Passive Investing – Active manager costs, Confident of selecting right active managers, Active managers are better for specialist approaches, Use both active & passive managers, Active managers should outperform passive in the current environment. Top 3 Uses of When Integrating Artificial Intelligence (AI) & Disruptive Technologies – Internal operational processes, Investment research & portfolio construction, Client communications or client service by asset managers. Top 3 Factor to using Artificial Intelligence (AI) & Tools to improve internal processes & decision-making – Internal operational efficiency, Investment research & analysis, Risk management / risk monitoring. See below for key findings & Summary | View report here
“ Schroders Global Investor Insights Survey 2024: 2,830 Investors with Average $26.3 Billion AUM, Top 5 Investment Portfolio Factors are Central Bank Policy, High Interest Rates, Economic Downturn, Geopolitics & Inflation Risk, Top 3 Equities are Global Equities, Active Equities & Thematic Equities 39%, Invest in Private Markets 59%, Top 3 Investment Themes in Private Markets are Technological Revolution, Energy Transition & Decarbonisation, Sustainability & Impact “
Caproasia Access | Events | Summits | Register Events | The Financial Centre
The 2025 Investment Day | 2025 Family Office Summits | Family Office Circle
Basic Member: $5 Monthly | $60 Yearly
Newsletter Daily 2 pm (Promo): $20 Monthly | $180 Yearly (FP: $680)
Hong Kong | Singapore
March / July / Sept / Oct / Nov
Private Equity, Hedge Funds, Boutique Funds, Private Markets & more. Join 20+ CIOs & Senior investment team, with > 60% single family offices with $300 million AUM. Taking place in Hong Kong and in Singapore. Every March, July, Sept, Oct & Nov.
Visit | Register here
10th April & 16th Oct Hong Kong Ritz Carlton | 24th April & 6th Nov Singapore Amara Sanctuary Resort
Join 80 single family offices & family office professionals in Hong Kong & Singapore
Links: 2025 Family Office Summit | Register here
March / Oct / Nov in Hong Kong & Singapore
Join leading asset managers, hedge funds, boutique funds, private equity, venture capital & real estate firms in Hong Kong, Singapore & Asia-Pacific at the Investment / Alternatives Summit. Join as delegate, speaker, presenter, partner & sponsor.
Visit | Register here
April / Oct / Nov in Hong Kong & Singapore
Join CEOs, CIOs, Head of Private Banking, Head of Family Offices & Product Heads at The Private Wealth Summit. Join as delegate, speaker, presenter, partner & sponsor.
Visit | Register here
Schroders Global Investor Insights Survey 2024: 2,830 Investors with Average $26.3 Billion AUM, Top 5 Investment Portfolio Factors are Central Bank Policy, High Interest Rates, Economic Downturn, Geopolitics & Inflation Risk, Top 3 Equities are Global Equities, Active Equities & Thematic Equities 39%, Invest in Private Markets 59%, Top 3 Investment Themes in Private Markets are Technological Revolution, Energy Transition & Decarbonisation, Sustainability & Impact
Schroders has released the Schroders Global Investor Insights Survey 2024, providing key investment insights from 2,830 investors with $74.5 trillion AUM (Average AUM: $26.3 billion). See below for key findings & Summary | View report here
Schroders Global Investor Insights Survey 2024
Summary
- Respondents – 2,830 Investors
- Total AUM – $74.5 trillion
- Average AUM – $26.3 billion
- Investors Type – Institutional Investors 28.8%, Financial Advisors 62%, Gatekeepers 9.2%
- Top 5 Factors impacting portfolio performance in next 12 months – Central Bank Policy, High Interest Rates, Economic Downturn, Geopolitics, Inflation Risk
- Elections in 2024 to impact investment risk appetite / positioning – Yes 59% / No 41%
- Top 3 national policies to impact investment in next 5 years – Alliances on politics & trade 44%, Government borrowing 35%, Energy transition 20%
- Confident to achieve expected returns in next 2 years – Yes 60%, / Not confident or somewhat confident 40%
- Top 5 increase in Equity in next 1 or 2 years – Global Equities 51%, Active Equities 44%, Thematic Equities 39%, Core Equities 35%, Passive Equities 35%
- Top 3 risks to investing in Fixed Income in next 1 or 2 years – Macroeconomic Risks 62%, Central Bank Policies 60%, Political Risks 57%
- Invest in Private Markets – 59%
- Institutional Investors invest in Private Markets – 69%
- Gatekeepers invest in Private Markets – 60%
- Financial Advisors invest in Private Markets – 55%
- Top 6 Private Markets increase for Institutional Investors & Gatekeepers in next 1 year – Private Equity, Private Debt, Renewable Infrastructure Equity, Infrastructure Debt, Securitised / Asset-based finance (ABS), Bespoke Solutions
- Top 6 Private Markets increase for Financial Advisors in next 1 year – Private Equity, Muti-Private Asset Solutions, Renewable Infrastructure Equity, Private Debt, Real Estate Equity, Infrastructure Debt
- Top 3 Investment Themes in Private Markets for Institutional Investors & Gatekeepers – Technological Revolution 63%, Energy Transition & Decarbonisation 57%, Sustainability & Impact 42%
- Net Zero Commitments by Region – United Kingdom 65% – Europe, Middle East & Africa (EMEA) 57%, Central & South America 53%, APAC 50%, North America & Bermuda 35%
- Investing or Planning to Invest in Energy Transition for Institutional Investors & Gatekeepers – Currently investing 60%, Planning to invest in next 1 to 2 years 30%, Not planning to invest 10%
- Top 5 Opportunities in Energy Transition – Power Grid Infrastructure, Emergent Technologies (Hydrogen, Carbon Capture, Batteries), Traditional Renewable Energy (Wind, Solar), Traditional Energy Companies in Transition, Nuclear
- Top 5 Insights on Active & Passive Investing – Active manager costs, Confident of selecting right active managers, Active managers are better for specialist approaches, Use both active & passive managers, Active managers should outperform passive in the current environment
- Top 3 Uses of When Integrating Artificial Intelligence (AI) & Disruptive Technologies – Internal operational processes, Investment research & portfolio construction, Client communications or client service by asset managers
- Top 3 Factor to using Artificial Intelligence (AI) & Tools to improve internal processes & decision-making – Internal operational efficiency, Investment research & analysis, Risk management / risk monitoring
Schroders Global Investor Insights Survey 2024
Profile
- Respondents – 2,830 Investors
- Total AUM – $74.5 trillion
- Average AUM – $26.3 billion
Investors Type:
- Institutional Investors – 815
- Financial Advisors – 1,755
- Gatekeepers – 260
- Total – 2,830
AUM:
- Less than $1 billion – 29%
- $1 b to $5 billion – 16%
- $5 b to $10 billion – 15%
- $10 b to $100 billion – 24%
- More than $100 billion – 16%
Region
- North America – 591
- Europe, Middle East & Africa (EMEA) – 990
- United Kingdom – 284
- APAC – 796
- Central & South America – 170
Institutional Investors Profile:
- Corporate Pension Plan – 28%
- Insurance Company – 25%
- Public / Government Pension Plan – 23%
- Family Office – 12%
- Endowment – 4%
- Foundation – 4%
- Sovereign Wealth Fund – 2%
- Central Bank – 1%
Advisors Profile:
- Asset Manager – 6%
- Wealth Management Firm – 20%
- Financial Advice Firm – 50%
- Private Bank – 10%
- Retail Bank – 15%
Gatekeepers Profile:
- Asset Manager – 41%
- Wealth Management Firm – 23%
- Financial Advice Firm – 16%
- Private Bank – 12%
- Retail Bank – 9%
1) Investors Outlook
Top 5 factors impacting portfolio performance in next 12 months:
- Central Bank Policy – 70%
- High Interest Rates – 68%
- Economic Downturn – 62%
- Geopolitics – 62%
- Inflation Risk – 61%
Elections in 2024 to impact investment risk appetite / positioning:
- Yes – 59%*
- No – 41%
*Yes (More defensive) – 30%
*Yes (More opportunities, increased to greater risk / alpha generating assets – 28%
Top 3 national policies to impact investment in next 5 years:
- Alliances on politics & trade – 44%
- Government borrowing – 35%
- Energy transition – 20%
Confident to achieve expected returns in next 2 years:
- Yes – 60%
- Not confident / somewhat confident – 40%
Confident to achieve expected returns in next 2 years:
- Insurance Companies – 62%
- Financial Advisors – 62%
- Gatekeepers – 59%
- Family Offices – 57%
- Pension Funds – 56%
- Official Institutions – 53%
- Endowments & Foundations – 48%
2) Equities & Fixed Income
Top increase in Equity in next 1 or 2 years:
- Global Equities – 51%
- Active Equities – 44%
- Thematic Equities – 39%
- Core Equities – 35%
- Passive Equities – 35%
- Satellite Equities – 32%
- Regional Equities – 31%
- Country-Level Equities – 31%
Top 3 risks to investing in Fixed Income in next 1 or 2 years:
- Macroeconomic Risks – 62%
- Central Bank Policies (Interest Rates, Quantitative Easing) – 60%
- Political Risks – 57%
3) Private Markets
Invest in Private Markets:
- Institutional Investors – 69%
- Gatekeepers – 60%
- Financial Advisors – 55%
- Average – 59%
Top 6 Private Markets increase for Institutional Investors & Gatekeepers in next 1 year:
- Private Equity – 52%
- Private Debt – 45%
- Renewable Infrastructure Equity – 42%
- Infrastructure Debt – 41%
- Securitised / Asset-based finance (ABS) – 33%
- Bespoke Solutions – 33%
Top 6 Private Markets increase for Financial Advisors in next 1 or 2 years:
- Private Equity – 53%
- Muti-Private Asset Solutions – 47%
- Renewable Infrastructure Equity – 46%
- Private Debt – 40%
- Real Estate Equity – 40%
- Infrastructure Debt – 39%
Top 3 Investment Themes in Private Markets for Institutional Investors & Gatekeepers in next 1 or 2 years:
- Technological Revolution – 63%
- Energy Transition & Decarbonisation – 57%
- Sustainability & Impact – 42%
4) Net Zero & Energy Transition
Net Zero Commitments by Region:
- United Kingdom – 65%
- Europe, Middle East & Africa (EMEA) – 57%
- Central & South America – 53%
- APAC – 50%
- North America & Bermuda – 35%
Investing or Planning to Invest in Energy Transition for Institutional Investors & Gatekeepers:
- Currently investing – 60%
- Planning to invest in next 1 to 2 years – 30%
- Not planning to invest – 10%
Top 5 Opportunities in Energy Transition:
- Power Grid Infrastructure – 56%
- Emergent Technologies (Hydrogen, Carbon Capture, Batteries) – 56%
- Traditional Renewable Energy (Wind, Solar) – 49%
- Traditional Energy Companies in Transition – 42%
- Nuclear – 23%
5) Investment Insights
Top 9 Insights on Active & Passive Investing:
- Keep a careful eye on active manager costs to ensure they deliver value – 78%
- Confident of selecting right active managers – 75%
- Active managers are better for specialist approaches – 74%
- Use both active & passive managers – 74%
- Active managers should outperform passive in the current environment – 61%
- Growth of passive investing will create more opportunities for active managers to capture value – 57%
- Passive investing should outperform active management in large, efficient markets – 52%
- Cost is the primary driver to choose active or passive manager – 45%
- Dominance of passive managers risks undermining the efficiency of capital markets – 45%
On Integrating Artificial Intelligence (AI) & Disruptive Technologies in the next 12 months:
- Internal operational processes within your organisation – 64%
- Investment research & portfolio construction internally – 63%
- Client communications / client service by asset managers – 57%
- Client engagement / marketing by asset managers – 53%
Using Artificial Intelligence (AI) & Tools to improve internal processes & decision-making:
- Internal operational efficiency – 36%
- Investment research & analysis – 31%
- Risk management / risk monitoring – 28%
- Currently not using AI techniques & tools for investment processes and decision-making but plan to do in the next 1 or 2 years – 21%
- Currently not using AI techniques & tools for investment processes and decision-making and have no plans – 6%
Schroders Global Investor Insights Survey 2024
The Schroders Global Investor Insights Survey analyses the investment perspectives of global financial professionals on a range of topics including macro themes, sustainability and public and private markets. The respondents represent a spectrum of institutions, including pension funds, insurance companies, family offices, endowments and foundations, official institutions, gatekeepers and wealth and financial advisers. The research was carried out by CoreData Research via an extensive global survey during June–July 2024. The 2,830 respondents were spilt as follows: 591 from North America, 990 from Europe, Middle East and Africa, 284 from the United Kingdom, 795 in Asia Pacific and 170 from Central and South America. Respondents are from 33 different locations. Any opinions expressed reflect our results as of July 2024. They are not intended to be a forecast or guarantee of future results. Throughout the report, we complement our global findings with regional results and insights from Schroders experts.
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 angel@caproasia.com or mail@caproasia.com
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?
The 2025 Investment Day | 2025 Family Office Summits | Family Office Circle
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
Get Ahead in 60 Seconds. Join 10,000 +
Save 2 to 8 hours weekly. Organised for Success.
Sign Up / Register
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
- Caproasia.com
- Caproasia Access
- Caproasia Events
- The Financial Centre | Find Services
- Membership
- Family Office Circle
- Professional Investor Circle
- Investor Relations Network
Monthly Roundtable & Networking
Family Office Programs
The 2025 Investment Day
- March - Hong Kong
- March - Singapore
- July - Hong Kong
- July - Singapore
- Sept- Hong Kong
- Sept - Singapore
- Oct- Hong Kong
- Nov - Singapore
- Visit: The Investment Day | Register: Click here
Caproasia Summits
- The Institutional Investor Summit
- The Investment / Alternatives Summit
- The Private Wealth Summit
- The Family Office Summit
- The CEO & Entrepreneur Summit
- The Capital Markets Summit
- The ESG / Sustainable Investment Summit
Contact Us
For Enquiries, Membershipmail@caproasia.com, angel@caproasia.com
For Listing, Subscription
mail@caproasia.com, claire@caproasia.com
For Press Release, send to:
press@caproasia.com
For Events & Webinars
events@caproasia.com
For Media Kit, Advertising, Sponsorships, Partnerships
angel@caproasia.com
For Research, Data, Surveys, Reports
research@caproasia.com
For General Enquiries
mail@caproasia.com
a financial information technology co.
since 2014
