As of 2022, private equity was ranked as the top security to outperform expectations, with half of investors noting their performance expectations had been exceeded. Hedge funds, however, were ranked less favorably with 45 percent of investors stating this security underperformed.
Investors portfolio performance expectations year to date worldwide in 2022, by security type
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Statistics on Investment behavior worldwide
Overview
4
- Premium Statistic Top financial trends forecast for 2023 by asset managers and investors worldwide 2022
- Premium Statistic Investment goal for retail investors worldwide 2018-2022
- Premium Statistic Share of millennials with stock investments in the U.S. 2022
- Premium Statistic Gen Z and millennial investment preferences in the U.S. 2022
Expectations
6
- Premium Statistic Average return expectation from investment portfolios worldwide 2017-2022
- Premium Statistic Performance expectations of institutional investors worldwide 2022, by sector
- Premium Statistic Expected influence on investment performance worldwide 2020-2022, by type of event
- Premium Statistic Trust level of global investors in financial services 2018-2022
- Premium Statistic Investors portfolio performance expectations year to date worldwide 2022
- Premium Statistic Asset performance vs expectations worldwide 2022
Source of advice
4
- Premium Statistic Stakeholders responsible for providing personal financial knowledge worldwide 2022
- Premium Statistic Share of investors who are personally confident in making investment decisions 2022
- Premium Statistic Top drivers leading investors to non-traditional media sources 2022
- Premium Statistic Trust in information sources among investors worldwide 2022
Investment type
4
- Premium Statistic Interest in investing in new products among retail investors worldwide 2021
- Premium Statistic Share of investors to increase allocation to alternative investments worldwide 2022
- Premium Statistic Popular investments products by millennials and Gen Z In in the U.S. 2022
- Premium Statistic Percentage of individuals less attracted to investments due to global inflation 2022
Responsible investing
7
- Premium Statistic Top factors leading to an increase in sustainability investment worldwide 2022
- Premium Statistic Top barriers of sustainable investments for retail investors globally 2022
- Premium Statistic Methods used to incorporate SDG into the investment process in Europe 2022
- Premium Statistic Top ESG impacts investors aim to make worldwide 2022
- Premium Statistic Leading sustainable debt products actively invested in by global investors 2022
- Premium Statistic Share of investors that view ESG as integral in credit analysis worldwide 2022
- Premium Statistic Share of investors who believe investing can lead to sustainable change 2022
Technology use
6
- Premium Statistic Preference of humans vs. robo-advisors for retail investment advice worldwide 2021
- Premium Statistic Retail investors' preference for technology and people worldwide 2021, by country
- Premium Statistic Investor interest in funds that primarily uses AI worldwide 2022
- Premium Statistic Institutional investors perceived impact of AI on investment outcomes 2021
- Premium Statistic Share of retail investors that would invest in a primarily AI managed fund 2020-2022
- Premium Statistic Trust rating of platforms from institutional investors in selected countries 2022
Further related statistics
21
- Asset allocation breakdown of funds domiciled in Ireland 2021
- Investors portfolio performance expectations year to date worldwide 2022
- Asset allocation of family offices worldwide 2021
- Asset allocation of family offices worldwide 2021
- Asset allocation of global asset management firms 2005-2021 and forecast until 2026
- Net sales of AIFs assets domiciled in Europe 2019-2022
- Net sales of fund types domiciled in Germany 2019-2022
- Net sales of fund types domiciled in Luxembourg 2019-2022
- Net sales of fund types domiciled in Europe Q3 2022
- Net sales of fund types domiciled in Ireland 2019-2022
- Net sales of fund types domiciled in France 2019-2022
- Net assets of funds domiciled in Europe 2022, by fund type
- Net sales of UCITS fund assets domiciled in Europe 2019-2022
- Net assets growth rate of nationally domiciled UCITS in Europe 2021, by country
- Net asset growth rate of nationally domiciled AIFs in Europe 2021, by country
- Market share of nationally domiciled AIFs in Europe 2021, by country
- Leading country shares in UCITS and AIFs net domiciled assets in Europe 2021
- Net sales of alternative investment funds in Europe 2021
- Net assets of fund types domiciled in Ireland 2011-2021
- Total net sales of funds domiciled in Ireland 2016-2021
- Distribution of HNWI's assets among wealth management institutions in China 2021
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EY. (November 15, 2022). Investors portfolio performance expectations year to date worldwide in 2022, by security type [Graph]. In Statista. Retrieved March 25, 2023, from https://www.statista.com/statistics/1351167/investors-portfolio-performance-expectations-year-to-date-worldwide/
EY. "Investors portfolio performance expectations year to date worldwide in 2022, by security type." Chart. November 15, 2022. Statista. Accessed March 25, 2023. https://www.statista.com/statistics/1351167/investors-portfolio-performance-expectations-year-to-date-worldwide/
EY. (2022). Investors portfolio performance expectations year to date worldwide in 2022, by security type. Statista. Statista Inc.. Accessed: March 25, 2023. https://www.statista.com/statistics/1351167/investors-portfolio-performance-expectations-year-to-date-worldwide/
EY. "Investors Portfolio Performance Expectations Year to Date Worldwide in 2022, by Security Type." Statista, Statista Inc., 15 Nov 2022, https://www.statista.com/statistics/1351167/investors-portfolio-performance-expectations-year-to-date-worldwide/
EY, Investors portfolio performance expectations year to date worldwide in 2022, by security type Statista, https://www.statista.com/statistics/1351167/investors-portfolio-performance-expectations-year-to-date-worldwide/ (last visited March 25, 2023)
Investors portfolio performance expectations year to date worldwide in 2022, by security type [Graph], EY, November 15, 2022. [Online]. Available: https://www.statista.com/statistics/1351167/investors-portfolio-performance-expectations-year-to-date-worldwide/