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  2. 2013
  3. April
  4. F
  5. Financial DM's
0%
Exit Survey
 
 
What country are you located in?
 
UK
 
Germany
 
Italy
 
Other
 
 
 
Which of the following best describes your role?
 
Broker
 
Financial Advisor/ Consultant/ Planner
 
Wealth Manager/ Planner
 
Pensions Specialist/ Employee Benefits Consultant
 
Portfolio Manager
 
Mutual Fund Manager
 
Hedge Fund Manager
 
Trader
 
Other (Please specify___)
 
None
 
Don’t know
 
 
 
Do you have your own book of business? That is, do you personally provide financial and investment advice and planning services to clients for a fee or on a transactional basis?
 
Yes
 
No
 
 
 
Which of the following ranges includes your current assets under management?
 
Less than £7.5 million
 
£7.5 million to less than £10 million
 
£10 million to less than £20 million
 
£20 million to less than £50 million
 
£50 million to less than £75 million
 
£75 million to less than £100 million
 
£100 million to less than £150 million
 
£150 million or more
 
 
 
About what proportion of your retail assets under management are invested in? Please enter a number between 0 and 100. (Total must add to 100%)
Mutual Funds
ETFs (Exchange Traded Funds)
Individual securities (Stocks or Bonds)
Cash/ Cash equivalents
Alternative investments
Commodities
Other
0
 
 
 
What is the following assets managers are you aware off?
 
Aberden
 
Axa
 
Black rock
 
F&C
 
Fidelity
 
Invesco
 
Jupiter
 
M&G

 
 
 
What is your overall impression of the following firms where 1 is not at all favorable and 10 is very favorable?
Aberden
Axa
Black rock
F&C
Fidelity
Invesco
Jupiter
M&G
 
 
 
Which of the following assets categories do you use?
 
Active equities
 
Passive equities
 
Active fixed income
 
Passive Fixed income
 
Commodities
 
Alternative
 
None

 
 
Over the next 2 years do you expect that your use of each of the following will?
Decrease Stay Same Increase
Active equities
Passive Equities
Active fixed Income
Passive fixed income
Commodities
Alternatives
 
 
What do you understand by the following terms?
Active equities
Passive Equities
Active fixed Income
Passive fixed income
Commodities
Alternatives