Steps taken to prepare for a potential U.S. market downturn 2015

What actions are you taking, more now than in the past, to protect your clients from a possible market downturn?

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Source

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Release date

January 2016

Region

United States

Survey time period

Q4 2015

Number of respondents

302 RIA*

Method of interview

Telephone interview

Supplementary notes

* Registered investment advisors (RIA) are companies managing assets of high net worth individuals.
Survey information: 83 percent of the surveyed RIAs were owners/CEOs of the company. Average assets under management were 265 million U.S. dollars. Survey was conducted in the fourth quarter of 2015.
Multiple answers were possible.

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