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Wealth managers and advisors will increase their clients’ exposure to overseas assets in a bid to better diversify portfolios, using specialist solutions to help inform investment analysis and decision-making, according to new global research from Ortec Finance*, the leading global provider of risk and return management solutions for professional investors.
The global study among wealth managers, portfolio managers, financial advisors and financial planners whose organizations collectively manage approximately $750 billion, found 88% are developing more internationally diversified portfolios. Ninety per cent expect the trend to international diversification to increase slightly over the next three years, while 3% say it will increase dramatically. Seven per cent do not...
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