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Investor Preferences in Portfolio Management

The document is a questionnaire for a student's project on investors' preferences towards portfolio management. It contains 20 questions regarding respondents' demographics, income, investment allocations, preferences, risk tolerance, contributions and withdrawals from investments, and perceptions of investment benefits. The student is seeking participants to better understand how individuals make decisions related to portfolio investments.

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nivasmc913
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115 views5 pages

Investor Preferences in Portfolio Management

The document is a questionnaire for a student's project on investors' preferences towards portfolio management. It contains 20 questions regarding respondents' demographics, income, investment allocations, preferences, risk tolerance, contributions and withdrawals from investments, and perceptions of investment benefits. The student is seeking participants to better understand how individuals make decisions related to portfolio investments.

Uploaded by

nivasmc913
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOC, PDF, TXT or read online on Scribd

APPENDIX

QUESTIONNAIRE

Dear Respondent,

I am a final year student studying at PSG Institute of Management, Coimbatore. As I

am doing my project on “Investors preference towards portfolio management” I

would be grateful, if you share your investment decisions towards portfolio

management.

Your kind co-operation is solicited…

Name:

1) Age

a) 20-30 b) 31-40

c) 41-50 d) Above 50

2) Gender

a) Male b) Female

3) Educational qualification

a) High School b) Under Graduate

c) Post Graduate d) Others

4) Occupation

a) Entrepreneur b) Working c) Professional

d) Retired e) House wife f) Others____________


5) Annual income (per annum)

a) Below 1,00,000 b) 1,00,000-5,00,000

c) 5,00,000-10,00,000 d) Above 10,00,000

6) Given 100% as aggregate, what percentage do you allocate for the following

avenues?

(a) Cash Market _______

(b) Futures _______

(c) Options _______

(d) Commodities _______

(e) Stocks and Shares _______

(f) Bonds _______

(g) Gold _______

(h) Real estate _______

(i) Mutual Funds _______

7) How did you come to know about portfolio investments?

a) Brokerage firms b) investor friends & relatives

c) Advertising & hoardings d) banks e) self analysis

8) What is your investment time horizon?

a) Less than 1 year b) 1-2 years

c) 2-4 years d) Above 5 years


9) What is your principal source of income?

a) Self employed / investment portfolio b) Pension / other

c) Employment

10) How much return do you require from your investment portfolio?

a) 2%-5% b) 6%-8% c) 8%-10%

d) 10%-15% e) Above 15% f) None

11) How much percentage of your income do you save?

a) Less than 10% b) 11% - 30%

c) 31% - 50% d) Above 50%

12) What percentage of your income do you invest in your portfolio?

a) Below 5% b) 5 – 10 %

c) 10 – 20% d) Above 20%


13) Please indicate your preference on the following investment avenues

Categories Highly Favorable Unfavorable Highly

Favorable Unfavorable
Cash Market
Futures
Options
Commodities
Stocks and Shares
Bonds
Gold
Real estate
Mutual Funds

14) In the past when equity market declined

a) I sold my stocks and have not bought b) I did not worry

c) I was concerned, but held my stocks d) I purchased more equities

15) Which risk is of most concern in your operation?

a) Credit Risk b) Market Risk

c) Legal Risk d) Operation Risk

16) Do you expect to make contributions to risky portfolio over your Investment time

horizon?

a) Yes b) No

17) If yes, please explain when and how much you plan to

Contribute: __________________________________
18) Do you expect to withdraw large sums of money from risky portfolio over your

investment time horizon?

a) Yes b) No

19) If yes, please explain when and how much you plan to

Withdraw: __________________________________

20) To what extent do you agree or disagree with the benefits incurred through

investments

Strongly Agree Disagree Strongly

Agree Disagree
Safety and

security
Tax purpose
Better return
Liquidity

Less risk
Capital

preservation

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