Mutual fund investors aren't so lazy after all, study finds
- Shift Seen to Asset-Based Investing. Mseka, Ayo // Advisor Today;Jun2001, Vol. 96 Issue 6, p30
Presents the results of a national survey of senior financial advisors commissioned by Phoenix Investment Partners, which revealed that investors choose managed accounts and mutual fund wrap accounts to pay asset-based fees for advice. Increase in the popularity of asset-based investing among...
- Study: Consumers prefer to buy funds through advisers. Kapiloff, Howard // American Banker;8/8/1996, Vol. 161 Issue 151, p13
Reports on the preferences of mutual fund investors according to the Investment Company Institute. Statistics on channels used by investors; Competition between brokers and fund complexes; Implications.
- Will you unload them if prices plummet? Napach, Bernice // Medical Economics;03/10/97, Vol. 74 Issue 5, p40
Discusses the trend among mutual-fund investors of selling shares of stocks when market declines by 15 per cent. Percentage of investors willing to wait; Decline in sellers if the equity declined by ten per cent.
- Breaking Down Resistance to Global Funds. O'D. MOORE, MICHAEL // American Banker;6/2/1999, Vol. 164 Issue 104, p8
Reports on how banks are attempting to break down customer's resistance to international mutual funds. Comments from Citizens Financial Services broker Peter Oldrid involving steering customers towards global funds to diversify their investment portfolios; Tendency towards conservatism of most...
- Investors use Internet for research, not play. Williamson, Christine // Pensions & Investments;02/08/99, Vol. 27 Issue 3, p8
Discloses the findings of American Century Investments' `Internet Adoption Study,' which surveyed mutual fund investors' use of the Internet. Increase in the number of mutual fund owners that use the computer network; Use of the Internet as a research tool; Privacy and security issues as...
- Broker turnover seen imperiling bank fund programs. Kantrow, Yvette; Ratner, Juliana // American Banker;5/16/1997, Vol. 162 Issue 94, p11
Asserts that banks in the United States should limit broker turnover to effectively deal with the expectations of mutual fund customers. Need to prepare investors for a downturn; Techniques for moderating investors' moods; Bank programs for communicating with customers.
- Value in vogue. Williamson, Christine // Pensions & Investments;7/10/2000, Vol. 28 Issue 14, p3
Reports on the increase of new-money inflows into mutual funds run by small-cap value managers in the United States. List of mandates announced in the week of July 10, 2000; Change in stock market investors' preference on March 10; Performance comparison with other asset classes.
- Mutual Fund Firms Move to Capitalize on The Growing Power of Women Investors. // Bank Investment Consultant;Aug2000, Vol. 8 Issue 8, p21
Discusses a marketing approach taken by United States mutual fund firms such as Invesco and Oppenheimer to address investing discrepancies between men and women. Trends suggesting that the majority of women will be responsible for their finances at some point in their lives; Understanding the...
- Mutual Fund Meltdown. Eisenberg, Daniel; Cray, Dan // Time;6/14/1999, Vol. 153 Issue 23, p62
Describes the declining popularity of mutual fund managers in the United States. Preference for consumers to invest and manage their own money; Poor performance of many managers; Reduction in the amount of funds put into stock funds in 1999; Use of the Internet for investments; Investing in...