What is the main reason for changing a fund in your portfolio? (%)
What level of volatility do you aim for in your investments? (%)
12.4
10.0
16.7
Below 3
40.0
Shift in asset allocation
54.2
Between 3 - 6
A new opportunity
Between 6 - 9
Changes in the investment management team Poor performance Unpredictable behaviour of the fund manager
50.0
Above 9
16.7
Do you think that recent geopolitical developments will lead to adjustments of your ESG approach? (%)
16.7
What are the most important three factors when selecting a third-party fund? (%)
91.7
79.2
Yes
83.3
No
Track record
54.2
Process
41.7
Performance
Will Europe go into a recession this year? (%)
Investment team
12.5
Fund size (AUM)
Fund management company
16.7
Yes
Management Fee
8.3
8.3
No
87.5
Made with FlippingBook interactive PDF creator