Global Investor Portfolio Study

Navigating the complexities of global portfolio investments

No two key markets are alike – so how exactly do investors navigate each one?

As investors are increasingly demanding more personalized portfolios and product innovation is playing a vital role in facilitating this trend, it is crucial to better understand how individual investors construct portfolios in markets around the world. This report specifically highlights 14 key markets, identifying their different individual investor practices.

Based on an investor’s location, this study finds that there is a wide divergence in portfolio preferences. Local market norms and investment practices, the security of retirement provisions, and regulatory frameworks frequently shape investors' financial requirements and risk tolerance in portfolios. Additionally, the distribution and availability of financial products, investors' portfolio construction strategies, the extent of home market bias, and the overall asset allocation of portfolios play significant roles in determining investor behavior.

Download this report now for specific examples of the differences across global investor portfolios.