Executive Summary

This report provides detailed information from North America-based investors investing in convertibles including helpful benchmark data such as:

  • Capital flows for convertible portfolios
  • Key factors in broker selection when making a convertible trade
  • Weighting of key drivers in allocating secondary convertibles volume
Methodology

This report provides detailed information on equities according to buy-side firms located in North America investing in convertibles. Research is based on in-person and telephone interviews with investors in the 2018 Study. The data in this report is based upon aggregated results from individuals participating in the study.