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HNWI Asset Allocation

HNWI Asset Allocation Strategies
Grow More Conservative

Following two years of making more radical changes to their holdings, 2004 became a “hold-and-see” year for HNWIs. In 2004, HNWIs focused on diversifying their portfolios and adopting more conservative asset allocations. Their maturing financial sophistication can be seen in their growing interest and reliance on a wide range of alternative investments.

* Includes: Structured products, hedge funds, managed funds, foreign currency, commodities (including precious metals), private equity and investments of passion (fine art & collectables

**Includes: Direct real estate investments and REITS, which are not common instruments outside the United State

Source: Capgemini/Merrill Lynch Relationship Manager Surveys, March 2003, April 2004, April 2005