Survey Jan 2016
 Share
The version of the browser you are using is no longer supported. Please upgrade to a supported browser.Dismiss

View only
 
 
ABCDEFGHIJKLMNOPQRSTUVWXYZ
1
Do you work in the financial services industry?
2
3
Yes405
4
No512
5
6
7
Which best describes your position?
8
9
Asset management (financial adviser/RIA/CFA, etc.)242
10
Institutional investor78
11
Sell side (investment banking, research, broker, dealer, etc.)85
12
13
14
Which products do you rank as the most important for your clients? (Select all that apply)
15
16
US equities160
17
Global equities139
18
ETFs80
19
Mutual funds85
20
Fixed income106
21
Retirement44
22
Annuities18
23
Foreign exchange31
24
Commodities42
25
Real estate46
26
REITS52
27
Private equity50
28
Other (Please Specify)30
29
30
31
What is the approximate value of your firm's assets under management (AUM)?
32
33
Under $500 million145
34
$500 million to $1 billion23
35
$1 to 2 billion15
36
$2 to 5 billion13
37
$5 to 10 billion14
38
$10 billion +9
39
$50 billion +23
40
41
42
Looking at your entire client base, which of the following investment objectives are the highest priorities for 2016? (check all that apply)
43
44
Wealth preservation/Risk management162
45
Income89
46
Growth138
47
Diversification53
48
Other (Please Specify)10
49
50
51
Which of the following sources of information best helps you communicate with clients and/or analyze/select investments?
52
53
Reading economic, markets and/or investing media properties178
54
Reading email and newsletter products you have selected to receive.149
55
Research and tools from your custodian and/or brokerage firm.94
56
Other (Please Specify)40
57
58
59
Which of the following media channels best helps you communicate with clients and/or analyze/select investments?
60
61
Independent financial news websites150
62
Traditional financial news websites115
63
Online portals (i.e. Yahoo, etc.)65
64
Print magazines47
65
Print newspapers55
66
67
68
Approximately how often do you read these publications?
69
70
Every day152
71
Several times per week22
72
Once per week4
73
Several times per month0
74
75
76
What percentage of your portfolio (non-real estate) is managed by a financial adviser?
77
78
None575
79
Less than 10%107
80
10-24%54
81
25-49%47
82
50-74%50
83
75-100%84
84
85
86
Which of the following help you most effectively communicate with your financial adviser or manage your own investments?
87
88
Reading economic, markets and/or investing related media properties335
89
Doing your own investment product information research (on specific mutual funds, ETFs, etc.)351
90
Reading email and newsletter products you have selected to receive191
91
Advice from friends and family40
92
93
94
Which of the following media properties best describes how you most effectively communicate with your financial adviser or manage your own investments?
95
96
Online finance/Investing sites263
97
Online portals (i.e. Yahoo, etc.)30
98
Print magazines12
99
Print newspapers30
100
Loading...