Demands on investment managers rising: CFA survey
18 Feb 16
Retail and institutional investors share the view that financial professionals are falling short on the issues of fees, transparency, and performance, according to a new survey by the CFA Institute, the global association of investment professionals. The institute surveyed 3,312 retail investors from 10 countries and 502 institutional investors from six countries between October and November 2015.
Click on the arrows in the picture to see the main findings.
Investors are anxious about global markets, and do not believe their investment firms are prepared.
The survey found growing anxiety about the state of global finance.
Almost one-third of investors feel that another financial crisis is likely within the next three years (33% of retail investors/29% of institutional investors), with significantly more in India (59%) and France (46%).
In addition, only half of all investors believe their investment firms are “very well prepared” or “well prepared” (52% retail investors/49% institutional investors) to manage their portfolio through a crisis.
