FINANCIAL P LANNING
6.7
Words That Resonate With Investors When Communicating About‌ Portfolio managers 23% knowledgeable 17% accountable 16% experienced
Moderate investments 28% diversified 20% balanced 20% managed risk
Equity funds 78% securities 22% unique
Conservative investments 20% reliable 17% dependable 13% time tested
Aggressive investments 38% innovative 21% alternative 9% unique
Cash investments 38% personal reserve 27% emergency 9% rainy day
Active vs. Passive % of Mutual Fund Managers Who Outperform The S&P 500 [bull and bear markets: 1971-2011] Bull [Jan. 1971 to Dec. 1972] 42%
Bull [Nov. 1990 to June 1998] 25%
Bear [Jan. 1973 to Sept. 1974] 44%
Bear [July 1998 to Aug. 1998] 30%
Bull [Oct. 1974 to Nov. 1980] 43%
Bull [Sept. 1998 to Aug. 2000] 50%
Bear [Dec. 1980 to July 1982] 73%
Bear [Sept. 2000 to Feb. 2003] 50%
Bull [Aug. 1982 to Aug. 1987] 20%
Bull [Mar. 2003 to Oct. 2007] 48%
Bear [Sept. 1987 to Nov. 1987] 60%
Bear [Nov. 2007 to Feb. 2009] 43%
Bull [Dec. 1987 to May 1990] 35%
Bull [Mar. 2009 to Dec. 2011] 40%
Bear [June 1990 to Oct. 1990] 48%
Average [1971-2011] 43.4%
QUARTERLY UPDATES
IBF | GRADUATE SERIES