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.


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
Meghan McAndrew, (412) 288-8103
Melissa Ryan, (412) 288-8079