Survey Finds Changed Investing Behavior After Recession

Reallocating more assets to fixed income, or moving more assets to mutual funds or managed accounts, were the most common changes: 28% of investors reported moving more money into bonds or CDs following the aftermath of the recession, while 23% reported moving their money to mutual funds or other managed investment products.  

A press release said seeking the help of financial professionals is also increasingly important, as nearly one quarter (22%) of investors report relying more on a professional investment adviser following the recession.  

Men’s risk tolerance took more of a hit compared to women, the survey showed: 

• 33% of investors who moved more money into bonds or CDs following the recession were men, compared to 21% of women; 
• 25% of male investors report relying more on a professional investment adviser following the recession compared to 18% of female investors; 
• 27% of investors who moved their money to mutual funds or other managed investment products following the recession were men, compared to 18% of women; and 
• 35% of male investors report being more selective in the stocks they buy following the recession compared to 24% of female investors. 

However, male investors have not been discouraged by the markets. The number of men who reported investing new money in the stock market following the recession (20%) is twice that of women who reported the same (10%).