Asset allocation among affluent investors changes dramatically depending on use of advice

Asset allocation among affluent investors changes dramatically depending on use of advice

Source: BlackRock Global Investor Pulse 2015

  • Our Investor Pulse survey found a significant difference in asset allocation among advised and non-adviser affluent investors: advised investors typically have more balanced portfolios
  • Advised investors say their ideal cash allocation is 30% - which matches up exactly with their actual cash allocation of 30%
  • Non-advised investors in the same group told us their ideal cash allocation was 35% - however, their actual allocation is 47%

Question for your clients

  • Does your cash allocation match up to your needs?

To help start the conversation:

BlackRock Investor Pulse survey, conducted in association with research agency Cicero Group from July to September 2015 amongst a nationally representative sample of 31,000 individuals in 20 countries aged 25 to 74 years old, of which 4,000 were UK residents. The results of this survey are provided for information purposes. The conclusions are intended to provide an indication of the current attitude of a sample of citizens in the UK to saving and investing and should not be relied upon for any other purposes. The opinions expressed are those of BlackRock as of November 2015 and are subject to change at any time due to changes in market or economic conditions. This material is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any strategy. Issued by BlackRock Investment Management (UK) Limited (authorised and regulated by the Financial Conduct Authority). Registered office: 12 Throgmorton Avenue, London, EC2N 2DL. Registered in England No. 2020394. Tel: 020 7743 3000. For your protection, telephone calls are usually recorded. BlackRock is a trading name of BlackRock Investment Management (UK) Limited. © 2016 BlackRock, Inc. All Rights reserved. BLACKROCK, BLACKROCK SOLUTIONS, iSHARES, BUILD ON BLACKROCK, SO WHAT DO I DO WITH MY MONEY and the stylised i logo are registered and unregistered trademarks of BlackRock, Inc. or its subsidiaries in the United States and elsewhere. All other trademarks are those of their respective owners. 004655c-MC(NOV)-EN-RSM-2465-101116.

CARS ref: RSM-3015

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