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The survey targets a universe of approximately 32,000 senior managers on the “buy side” of investment firms that manage $100,000,000 or more in investments. The survey sample for the project is selected from the Thomson Financial/Carson database.
The types of companies, and titles/functions within each of the types of companies are as follow:
Title/Function
- President
- Vice President
- Head of Investment Department
- Director of Research
- Portfolio Manager
- Security Analyst
Type of Company
- Brokerage Firms
- Investment Advisory
- Insurance
- Mutual Funds
- Banks/Trust Companies
- Foundations/Endowments
- Management Subsidiaries
- Other Fund Management
In addition to Title/Function and Type of Company, the survey results cover the following areas:
- Opinions about various worldwide financial issues
- Geographic markets/areas followed for investments
- Anticipated financial performance (ROI) for each area followed
- Proportion of funds invested overseas and restrictions on such investments
- Opinions about best performing and worst performing economic sectors
- Types and value of funds managed/influenced
- Readership of a roster of daily newspapers and magazines
- Utility of the publications that are read.
The database for the study is stored online with IMS, New Age and Telmar, enabling sponsors to run cross-tabulations of the marketing information and reach/frequency media planning schedules for the measured print publications.
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Sponsor List
Worldwide
United States
Canada
Japan
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