July 26, 1989
TO: MEMBERS - ONE PER COMPLEX NO. 20-89
RE: 1988 INSTITUTIONAL SURVEY
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The enclosed report summarizes the results of the
Institute's 1988 Institutional Survey. This annual study
provides detail on the increasing use of mutual funds by
institutional investors. Assets as well as number of accounts
represented by various types of institutions are presented for
each investment objective category. Historical data series have
been revised to reflect a more accurate method of identifying
multiple service accounts. Tables for 1985 and 1986 have been
included to enable the tracking of account data.
These data have relevance for marketing strategy in a
number of ways. Members can identify which types of institutions
invest more heavily in funds and which types are increasing (or
decreasing) the assets they place with funds.
One copy of this report is being sent to each member
organization. If you desire additional copies, or if you have
any comments on the survey, please contact me at the Institute.
Anne Schafer
Director
Statistical Research