The Influential Investor

How Investor Behavior is Redefining Performance

November 2013

The Center for Applied Research (CAR) is an independent think tank that resides at State Street. Our 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 period, we 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.

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The future of the investment industry will be determined by the actions investors take — healthy or unhealthy, rational or irrational.