5月24日，由上海交通大学上海高级金融学院(SAIF)和嘉信理财公司(Charles Schwab)联合举办的“新富时代：财富管理的机遇与挑战”论坛在沪举行，双方在论坛上携手发布《新期待，新挑战：中国新富理财白皮书》。5月25日，《Shanghai Daily》对此进行了报道。

Business school polls investors

FOUR out of 10 people described as “investors” in a poll by a local business school said they hold 45 percent of their assets — excluding property — in cash or cash equivalents.

The claim was made by the Shanghai Advanced Institute of Finance and Charles Schwab & Co, which together polled 450 people.

The respondents, from Shanghai, Beijing, Guangzhou and Hangzhou, said their annual income after tax was between 125,000 yuan (US$19,000) and 1 million yuan.

The poll found that 42 percent of respondents invested to improve their living standards, while 33 percent did so as a way to save for their retirement.

Twelve percent said they invested as a way to fund their children’s or grandchildren’s education, while 6.5 percent said they sought short-term gains.

“People want to make provision for themselves and their families now and in the future,” said Zhu Ning, the institute’s deputy dean.

“The rising costs of health care and education have put pressure on them.”

Respondents said they hold about 20 percent of their assets in stocks, though just 8 percent said they invest in overseas markets as the majority lack the know-how.

【原文链接】Business school polls investors