AI key to optimizing institutional investment data
Download InfographicFinancial Services
AI key to optimizing institutional investment data
Sponsored By
Sponsored By
Jake Safane
Editor
Jake is an editor for The Economist Intelligence Unit’s thought leadership division in the Americas. Based in New York, Jake’s areas of focus is financial services. Previously, he ran his own content marketing firm, primarily helping startup software firms develop their blogs, social media channels and website copy. Prior to that, Jake worked as a B2B financial journalist covering asset management and asset servicing. He has also covered a variety of other topics as a journalist, ranging from local small business issues to sports. Jake received his bachelor’s degree in Broadcast Journalism from Boston University.
More from this series
Financial Services
article
Optimizing data in a transparent world
Greater transparency has been fueled in part by a new wave of disclosure
Read more
Financial Services
article
Navigating regulatory shifts with better data
Global regulations are continually shifting, with change as the only
Read more
Financial Services
article
Leveraging data to improve governance
Despite the importance of governance in assessing long-term performance and
Read moreRelated content
Financial Services
The shifting landscape of global wealth: Future-proofing prosperity in a ti...
In some instances the impact of this shift will be shaped by local factors, such as demographic changes. In other instances this shift will reflect shared characteristics, as demonstrated by the greater popularity of overseas investing among younger high-net-worth individuals (HNWIs) brought up in an era of globalisation. Whatever the drivers, the landscape of wealth is changing—from local to global, and from one focused on returns to one founded on personal values.
Despite rising economic concerns and a tradition of investor home bias in large parts of the world, the new landscape of wealth appears less interested in borders. According to a survey commissioned by RBC Wealth Management and conducted by The Economist Intelligence Unit (EIU), younger HNWIs are substantially more enthusiastic about foreign investing. The U.S. is a particularly high-profile example of a country where a long-standing preference for investments in local markets appears set to be transformed.
Click the thumbnail below to download the global executive summary.
Read additional articles from The EIU with detail on the shifting landscape of global wealth in Asia, Canada, the U.S. and UK on RBC's website.
Financial Services
Fintech in ASEAN
To better understand the opportunities and challenges in developing a fintech business in seven ASEAN markets, The Economist Intelligence Unit conducted wide-ranging desk research supplemented by seven in-depth interviews with executives in Australia and ASEAN.
Download report and watch video interview to learn more.
Financial Services
Risks and opportunities in a changing world
Read our Taxing digital services, U.S. tax reform: The global dimension, & Planning for life after NAFTA articles by clicking the thumbnails below.