Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:U.S. Retail Investors Want to Invest More  Not Rated 0.0 Email Routing List Email & Route  Print Print
Wednesday, May 15, 2013

U.S. Retail Investors Want to Invest More

Reported by Tommy Fernandez

Americans are more confident about the markets and want to plunk more money into investments, according to survey data just released by Schroders.

According to the survey the average amount to be invested / re-invested by American investors in 2013 is just over $132,000, although just over a quarter (26% percent) are looking to invest between $13,000 - $30,000. Roughly half (48 percent) are looking to invest $100,000 or more.

The data comes from a survey conducted by Research Plus, of 14,800 active investors across 20 countries in Europe, Asia and the U.S. with a minimum of €10,000 (roughly $13,140) of investible assets. Out of these 14,800, 2,011 polled were in the U.S.

The survey was commissioned by Schroders.

Other findings from the survey include:

Investor Interest in Regions


  • Eight-in-ten (80%) investors in the US have faith in their own country to deliver the best growth in the next 12 months, the highest proportion for a country outside of Asia.
  • Just under four-in-ten (37 percent) think Asia Pacific, including China, has the best potential.
  • A fifth feel South America (21 percent) or North America (20 percent) have the best prospect for growth.

    Investor Interest in Asset Class


  • Seven-in-ten (71 percent) American investors are looking to invest in equities (combined), with the most popular by far being US equities (55 percent). Global equities (18 percent) and global emerging market equities (18 percent) also having significant support.
  • A quarter (25 percent) are looking to invest in corporate bonds/government bonds/emerging markets debt (combined), including a seventh (15 percent) in government bonds.
  • Slightly more (17 percent) said they were not confident in any asset classes for the year ahead.

    Investor Interest in Products


  • Multi-asset funds (36 percent) are likely to be the most popular product type invested in during the next 12 months by American investors, with equity-based trusts/funds (29 percent), emerging markets equity-based investment trusts/funds (21 percent), ETFs (21 percent) and savings accounts/bank deposits (20 percent) also selected by at least a fifth of investors.
  • Slightly less (16%) said they were not confident in any types of products for the year ahead.

    Investor Risk Appetite


  • On average, American investors will allocate 40 percent of their investments to low risk/return investments, with one-in-eight (12 percent) who won’t allocate any to this type of investment.
  • On average, American investors will allocate 43 percent of their investments to medium risk/return investments, with just over one-in-twenty (6 percent) who won’t allocate any to this type of investment.
  • On average, American investors will allocate 17 percent of their investments to high risk/return investments, with three-in-ten (30 percent) who won’t allocate any to this type of investment.

    The research also indicates growing investor confidence and a desire to put money into asset classes which they expect to deliver strong returns – with 48% of investors saying they are more confident about investment opportunities in 2013 and more than one-in-three (38%) looking to increase the amount they invest over the next 12 months.  

    Stay ahead of the news ... Sign up for our email alerts now
    CLICK HERE

  • 0.0
     Do You Recommend This Story?



    GO TO: MFWire
    Return to Top
     News Archives
    2024: Q3Q2Q1
    2023: Q4Q3Q2Q1
    2022: Q4Q3Q2Q1
    2021: Q4Q3Q2Q1
    2020: Q4Q3Q2Q1
    2019: Q4Q3Q2Q1
    2018: Q4Q3Q2Q1
    2017: Q4Q3Q2Q1
    2016: Q4Q3Q2Q1
    2015: Q4Q3Q2Q1
    2014: Q4Q3Q2Q1
    2013: Q4Q3Q2Q1
    2012: Q4Q3Q2Q1
    2011: Q4Q3Q2Q1
    2010: Q4Q3Q2Q1
    2009: Q4Q3Q2Q1
    2008: Q4Q3Q2Q1
    2007: Q4Q3Q2Q1
    2006: Q4Q3Q2Q1
    2005: Q4Q3Q2Q1
    2004: Q4Q3Q2Q1
    2003: Q4Q3Q2Q1
    2002: Q4Q3Q2Q1
     Subscribe via RSS:
    Raw XML
    Add to My Yahoo!
    follow us in feedly


    1. MMI Executive IQ - cohort 4, Jun 3-6
    2. 2024 MMI Board of Governors Retreat, Jun 3-5
    3. ICI webinar - Improving Fund Proxy Campaigns — Viewpoints from the Proxy Service Firm, June 4
    4. MFDF Conference of Fund Leaders Forum, June 5
    5. MFDF in-person outreach: Continuing Regulatory Impacts on Fund Boards, June 11
    6. WE Boston - Women In Wine, June 11
    7. IMEA Digital Marketing Roundable, June 12
    8. 2024 MMI Leadership Pathway Seminar, Jun 12-14
    9. 2024 Nicsa Fearless Leadership Symposium, June 12
    10. MFDF webinar - Digital Assets in the Fund Space (Part 1 of 2), June 12
    11. Expect Miracles East Coast Classic 2024, June 13
    12. WE South - Female Finance Connect, June 13
    13. IMEA webinar - Snapshot on the Talent Landscape, June 18
    14. 2024 MMI National Accounts Roundable, June 18
    15. MFDF webinar - Lessons Learned from the Regional Bank Volatility and the Impact on Registered Funds, June 18
    16. MFDF Director Discussion Series - Open Forum (Philadelphia), June 20
    17. New York YPEM Cornhole Classic, June 25
    18. Morningstar Investment Conference Conference 2024, Jun 26-27
    19. 2024 MMI Institutional Roundtable, June 26
    20. WE PNW Seattle - Pickleball and Networking, June 27
    21. MFDF webinar - Mid-Year Tax Update for Registered Investment Companies, July 16
    22. MFDF Director Discussion Series - Open Forum via Zoom, July 17
    23. MFDF Director Discussion Series - Open Forum (New York), July 23
    24. IMEA Portfolio Construction Roundtable, September 19
    25. MFDF Continuing Regulatory Impacts on Fund Boards program, October 15
    26. 2024 MMI Annual Conference, Oct 15-17




    ©All rights reserved to InvestmentWires, Inc. 1997-2024
    14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
    Privacy Policy :: Terms of Use