Investment And Investor Demographics

by David Jenyns on September 15, 2008

One difference between investment firms and other forms of savings is noteworthy. Common stock holdings predominate in the case of investment firms. Accordingly, changes in the dollar value of their assets do not necessarily correspond to changes in new funds contributed by shareholders.

The biggest factor in the change in investment company assets may be fluctuations in the stock market. The number of shareholder accounts of firms that are members of The Investment Company Institute is reported to exceed 4.5 million. Many investors hold shares in more than one investment company. The average investor in closed-end investment firms is also 55-years-old. His annual family income is almost $8,900; besides his investment company shares, he has accumulated individual stocks and savings worth slightly less than $22,000.

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