Week 5_09 - Today_s Investment Management Landscape

Week 5_09 - Today_s Investment Management Landscape -...

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Today’s Investment Management  Landscape Practical Topics in Investment Management
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Practical Topics in Investment Manageme 2 Overview of Today's Investment Landscape Source: Fisher Investments Owners/Overseers of Investments Investment Advice Providers Individuals Registered Investment Advisors DB Retirement Plans Mutual Fund Managers DC Retirement Plans Stock Brokers (Registered Reps.) Corporations Bank Trust Departments Municipalities Certified Financial Planners Sovereignties Insurance Agents Hedge Fund Managers …and more Other Advice Providers Separate Account Vehicles Commingled Vehicles Individual Taxable 401(k) Open End Mutual Funds Joint Tenant 403(b) Exchange Traded Funds Reveocable Trust MPPP Limited Partnerships Non-Advice Service Providers Irreveocable Trust PSP Hedge Funds Custodians IRA SMA Variable Annuities Broker/Dealers … and many more … and many more Plan Administrators & Trustees
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Practical Topics in Investment Manageme 3 Overview of Today's Investment Landscape The Demographic Case for the Investment Management Industry
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Practical Topics in Investment Manageme 4 Perceived Baby Boomers Savings Crisis Five Factors Decline in Pension Plans Lack of World War II Generation Wealth Transfer Social Security Challenge Stagnant Savings Rate Retirement Needs Ignorance
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Practical Topics in Investment Manageme 5 Not Covered 55% Covered 45% Workers by Propensity to be Covered by a Pension Plan As We All Read… Less than Half of all Workers are Covered by Pension Plans Source: 7/15/07 Valic Presentation (Perry); Tiburon Research & Analysis
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Practical Topics in Investment Manageme 6 And… The Number of Workers Per Social Security Recipients Has Decreased Significantly Between 1940 and 2004 Workers Per Social Security Recipient 3.3 16.0 1940 2004
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Practical Topics in Investment Manageme 7 And… More than Half of Consumer Households Have Less Than $100,000 of Investable Assets Consumer Households By Investable Asset Level $10,000 - $100,000 29% > $100,000 43% < $10,000 28%
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Practical Topics in Investment Manageme 8 $8.7 $8.8 $9.1 $9.8 $10.2 $11.0 $11.6 2001 2002 2003 2004 2005 2006 2007 Consumer Households Personal Income ($ Trillions) Meanwhile, Consumer Households’ Personal Income Has Increased 30% Since 2001 to $11.6 Trillion a Year… Source: 12/6/07 Release, Federal Reserve Flow of Funds Report:
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Practical Topics in Investment Manageme 9 $132.4 $184.7 $174.9 $181.7 $44.6 $38.8 $62.6 2001 2002 2003 2004 2005 2006 2007 Household Consumer Personal Savings ($ Billions) …But they Have Not Saved it in the Traditional Sense… Note: Household consumer personal savings refers to the difference between disposable personal income and personal consumption expenditures Source: 12/6/07 Release, Federal Reserve Flow of Funds Report:
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Week 5_09 - Today_s Investment Management Landscape -...

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