美国著名的投资机构协会ICI发布的基金持有人报告

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美国著名的投资机构协会ICI——投资公司协会（ICI）新近出版了它第50版投资公司报告（2010版）。ICI是一家全美范围的投资公司行业协会，其主要工作是促进维护行业自律和规范，开展广泛的投资者教育。
Introduction ................................................................................................................................................................................. 1
Chapter 1: Mutual Fund Shareholders ....................................................................................................................................... 3
Demographic Characteristics ................................................................................................................................................... 3
Employment Status and Household Income ............................................................................................................................. 3
Financial Characteristics .......................................................................................................................................................... 3
Mutual Fund Ownership Characteristics ................................................................................................................................. 4
Goals and Mutual Fund Investing ............................................................................................................................................ 4
Views on Investment Risk ........................................................................................................................................................ 4
Chapter 2: Mutual Fund Shareholders by Ownership Inside and Outside
Employer-Sponsored Retirement Plans .................................................................................................................................. 13
Household Mutual Fund Ownership Inside Employer-Sponsored Retirement Plans ............................................................ 13
Household Mutual Fund Ownership Outside Employer-Sponsored Retirement Plans ......................................................... 14
Chapter 3: Mutual Fund Shareholders by Channels Used to Purchase Mutual Funds
Outside Employer-Sponsored Retirement Plans ..................................................................................................................... 27
Sales Force Channel ............................................................................................................................................................... 27
Direct Market Channel .......................................................................................................................................................... 28
Chapter 4: Mutual Fund Shareholders by Primary Source for Purchasing Funds ................................................................. 41
Employer-Sponsored Retirement Plans as the Primary Purchase Source for Funds .............................................................. 41
The Sales Force Channel as the Primary Purchase Source for Funds .................................................................................... 42
The Direct Market Channel as the Primary Purchase Source for Funds ............................................................................... 43
Chapter 5: Mutual Fund Shareholders by Generation ............................................................................................................. 55
Generation Y (Born Between 1977 and 2001) ........................................................................................................................ 55
Generation X (Born Between 1965 and 1976) ........................................................................................................................ 56
Baby Boom Generation (Born Between 1946 and 1964) ........................................................................................................ 57
Silent and GI Generations (Born Between 1904 and 1945) .................................................................................................... 58
Chapter 6: Mutual Fund Shareholders by Age ......................................................................................................................... 67
Age of Household Head Younger Than 40 ............................................................................................................................ 67
Age of Household Head Between 40 and 64 .......................................................................................................................... 68
Age of Household Head 65 or Older .................................................................................................................................... 69
Chapter 7: Mutual Fund Shareholders by Household Income ................................................................................................ 79
Household Incomes Less Than $50,000 ................................................................................................................................ 79
Household Incomes Between $50,000 and $99,999 ............................................................................................................... 80
Household Incomes Between $100,000 and $149,999 ........................................................................................................... 81
Household Incomes of $150,000 or More .............................................................................................................................. 82
Chapter 8: Mutual Fund Shareholders by Household Financial Assets ................................................................................. 93
Household Financial Assets Less Than $50,000 ..................................................................................................................... 93
Household Financial Assets Between $50,000 and $99,999 ................................................................................................... 94
Household Financial Assets Between $100,000 and $249,999 ............................................................................................... 95
Household Financial Assets of $250,000 or More .................................................................................................................. 96
Chapter 9: Mutual Fund Shareholders by Risk Tolerance ..................................................................................................... 107
Willing to Take Substantial or Above-Average Risk.............................................................................................................. 107
Willing to Take Average Risk ............................................................................................................................................... 108
Willing to Take Below-Average or No Financial Risk ........................................................................................................... 109
Chapter 10: Mutual Fund Shareholders by Year of Initial Mutual Fund Purchase ............................................................... 119
Initial Mutual Fund Purchase Before 1990 ........................................................................................................................... 119
Initial Mutual Fund Purchase Between 1990 and 1994 ........................................................................................................ 120
Initial Mutual Fund Purchase Between 1995 and 1999 ........................................................................................................ 121
Initial Mutual Fund Purchase in 2000 or Later .................................................................................................................... 122
Appendix: Research Methodology ........................................................................................................................................ 133
Research Design ................................................................................................................................................................... 133
Interviewing .......................................................................................................................................................................... 133
Survey Weights ..................................................................................................................................................................... 133
Sampling Error ..................................................................................................................................................................... 134

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关键词：ICI 持有人 Shareholders INTERVIEWING introduction 美国 基金 权威 持有人 ICI