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多区域、多币种、多形式的跨境多元化配置,日益获得高净值人士认可。高净值人士中,拥有境外配置的人群占比由2011年的约19%上升至2017年的约56%。自2013年起,人均境外资产配置占比趋于平稳。许多高净值人士表示,由于不熟悉境外市场,对进一步增加境外配置比例较为审慎。受访高净值人士中,超过80%认为分散风险是境外投资的首要原因,另有50%的受访者表示,捕捉境外投资机会是重要原因。相较2015年,两个动因的提及率均明显上升。
Multi-regional, multi-currency and multi-modal cross-border diversification arrangements have been increasingly recognized by high net worth individuals. Among the HNWIs, the proportion of those with overseas allocation has risen from about 19% in 2011 to about 56% in 2017. Since 2013, the proportion of overseas asset allocation per capita has stabilized. Many HNWIs said that they are more cautious about further increasing their overseas allocation because they are not familiar with the overseas markets. More than 80% of the surveyed HNWIs consider that the risk of diversification is the primary reason for overseas investment. Another 50% of respondents said that capturing overseas investment opportunities is an important reason. Compared with 2015, the reference rates of the two drivers all increased significantly.