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     101  0 Kommentare FactSet Measures COVID-19 Impact on High Net Worth Investors Globally

    Pandemic changing high net worth investors’ attitudes to risk, willingness to use technology, and views on responsible investing; women investors bear brunt of a challenging environment.

    NORWALK, Conn., April 29, 2021 (GLOBE NEWSWIRE) -- FactSet (NYSE:FDS) (NASDAQ:FDS), a global provider of integrated financial information, analytical applications, and industry-leading service, undertook its fourth consecutive survey into the behaviors and preferences of wealthy investors to better understand the impact of the COVID-19 global pandemic on the wealth management industry. In November 2020, FactSet, in association with Aon, conducted a global online poll of investors with an average net worth of $1.6 million. Its research surveyed the attitudes of affluent and high net worth (HNW) individuals across five markets (Canada, Singapore, Switzerland, the U.S., and UK).

    Key findings from the research study include:

    • Women investors are bearing the brunt of a challenging market environment. Women now look at their wealth and investments differently compared to pre-crisis. 28% say they have become more risk averse because of 2020’s volatility, compared to one in five men. 35% of women are under pressure to reduce daily spend. HNW women also cite a wider range of worries about their financial plans than HNW men.

    • Women clients’ expectations of the investment process have also changed since the crisis. Volatility is a primary concern for women, but not for men. Female clients have a new set of emerging portfolio priorities, including managing the risk of unsustainable levels of corporate debt (a concern for 77%), adjusting to a lower dividend environment (74%), and avoiding inflated valuations (74%).

    • The emerging threats to clients’ wealth creation vary widely by market. While there is broad consensus on the portfolio opportunities, with HNW investors in all five markets highlighting domestic and international stimulus as positive developments, different threats are perceived on the horizon. Clients in the U.S., U.K., and Switzerland are more focused on low and negative interest rates; those in Singapore worry about the changing dividend environment. In Canada, market volatility is the key concern.
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    FactSet Measures COVID-19 Impact on High Net Worth Investors Globally Pandemic changing high net worth investors’ attitudes to risk, willingness to use technology, and views on responsible investing; women investors bear brunt of a challenging environment.NORWALK, Conn., April 29, 2021 (GLOBE NEWSWIRE) - FactSet …