Key Findings What Keeps Investors Up at Night? Men & Women Advisors & Investors
New evidence from Federated Investors' recent survey suggests that high-net-worth investors will begin to make a decisive shift in their portfolios from bonds to equities during the next 12 months.
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Nearly four times as many high-net-worth investors plan to add equity and balanced strategies as compared to bonds. Advisors also are focusing on equities for their client portfolios, as 79% say they have advised clients to shift their portfolio allocations due to changing economic conditions. We believe the findings show the long-anticipated “Great Rotation” from bonds to equities has begun in measured fashion.

Survey Findings
  • Investors are planning a decisive shift from bonds to equities during the next 12 months.
  • Investors no longer consider income a bonds-only strategy.
  • Investors are optimistic about the economy.
  • Investors are concerned about low portfolio returns.
  • Investors see themselves as less conservative than their advisors see them.

[ DOWNLOAD KEY FINDINGS (PDF) ]

About the Survey
The 2013 Investor Mindset Survey was fielded online nationally between June 20 and July 5, 2013. Interviews were conducted with 1,013 high-net-worth investors, who were U.S. adults, age 18 and older, with at least $500,000 in investable assets, excluding primary residence and employer-based retirement funds. The 301 financial advisors interviewed were primarily Certified Financial Planners, Chartered Financial Analysts, Registered Investment Advisors and Personal Financial Planners.

KRC Research, an independent third-party research firm, designed and conducted the survey on behalf of
Federated Investors.

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Survey Overview
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Survey Highlights: Men & women's appetite for risk.
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Media Contacts
Ed Costello, (412) 288-7538
ecostello@federatedinv.com
Meghan McAndrew, (412) 288-8103
mmcandrew@federatedinv.com
Melissa Ryan, (412) 288-8079
mryan@federatedinv.com