Executive Summary

This report provides detailed information from U.S.-based investors investing in Convertibles, including helpful benchmark data such as:

  • Long market value
  • Trading volume
  • Leverage ratio
  • Investment style
     
Methodology

Research is based on in-person and telephone interviews with 112 respondents between April and June, 2014. The data in this report is based upon aggregated results from individuals participating in the study.

Buy-side institutional investors  were asked to provide quantitative and qualitative evaluations of the broker-dealers they use as well as detailed information on important market trends.