More than a third said a charterholder's role will be advising individuals (37%), followed by managing assets at a money manager for retirement plan executives (27%), managing assets internally for retirement plan executives (20%) and advising retirement plan executives (16%).
On the potential factors affecting charterholders' local markets for the remainder of 2016, 44% said the effect of energy prices on the value of companies and budgets of states/countries will impact local markets, 37% said negative interest rates, 18% said political stability in their home markets and just 1% said the resurgence of short-sellers.
Finally, when asked how technology is transforming portfolio management, about half of respondents (49%) said technology is making information easier to access and analyze, and 27% said algorithims and other automations are gaining market share in investment management.
However, another 24% said by making huge quantities of information available, technology is making useful analysis difficult.
Between 68 and 178 attendees responded to each of the questions at the CFA Institute's 69th annual conference May 8-11 in Montreal.
