The Influential Investor
How Investor Behavior is Redefining Performance
The Center for Applied Research (CAR) is an independent think tank that resides at State Street. CAR's current study, The Influential Investor, How Investor Behavior is Redefining Performance, looks at the forces that will shape the future of the investment management industry over the next decade.
Over the course of a 12-month period1, CAR collected the views of thousands of retail and institutional investors, asset managers, intermediaries and regulators from more than 60 countries. And, after extensive analysis of their responses, one thing became clear: The future of the investment industry will be determined by the actions investors take — healthy or unhealthy, rational or irrational. This is what is meant by the “influential investor.”
But how are investors acting? Why are they behaving that way? Is the industry delivering meaningful value?
Understanding the answers to these questions will be the key to generating sustainable returns in the future. Only then can the industry begin to define the most important word: Performance.
See how key regional areas compare to a global paradigm:
CAR is a global team located across the Americas, Europe/Middle East/Africa and the Asia Pacific region. CAR selects its research topics based on input from global investment management industry professionals.
This study is based on input from more than 3,300 investment management industry participants across 68 countries. The Center for Applied Research obtained this input through surveys of 2,725 investors, and 403 investment providers and government officials. Surveys were conducted through an online platform in collaboration with the Economist Intelligence Unit, Scorpio Partnership and TNS Finance Amsterdam. In addition, the Center for Applied Research conducted face-to-face interviews with 200 executives and government officials from around the world to gain qualitative insights.
1 Twelve-month period ending in November of 2012.