Women Investors Perform Consistent with or Better than Markets
First-ever International TD Women Investor Poll reveals attitudes and habits
of female investors in the U.S., Canada, and the U.K.
OMAHA, Neb. -- November 14, 2012
The majority of self-directed women investors feel they’ve been successful at
closely matching or outperforming the markets over the last two years,
according to the first-ever International TD Women Investor Poll. The survey
asked female investors in three different countries to reveal their thoughts
and attitudes about a variety of investment topics. The survey was
commissioned by TD Ameritrade Holding Corporation in the U.S. (NYSE:AMTD), TD
Waterhouse in Canada, and TD Direct Investing in the U.K.
Women investors outperform or perform close to the market
According to the survey results, more than twice as many women in the U.S.
(31%) and U.K. (38%) are self-directed investors who manage their investments
online, compared with their Canadian counterparts (13%). Of these female
investors, more than three-quarters in the U.S. (81%) say they’ve consistently
outperformed or performed close to the market over the last two years. This is
consistent with women investors in Canada and the U.K. who say the same (76%
and 82%, respectively).
The majority of women investors in all three countries (U.S.: 94%, Canada:
87%, and U.K.: 87%) also say they are quite confident or level-headed and
don’t let their nerves get the best of them when managing their portfolios.
“It’s good to see that so many women across the globe feel confident about
managing their personal portfolios. Taking control of your own investments can
be a bit overwhelming, but there are many free online financial resources and
tools available that can help get you started,” says Carrie Braxdale, managing
director, investor services, TD Ameritrade, Inc., a broker-dealer subsidiary
of TD Ameritrade Holding Corporation. “While you are investing for yourself,
you don’t have to do it alone.”
Women confident they can weather volatility; willing to take some risk
The majority of women say they have changed nothing in their portfolios during
times of market volatility (U.S.: 54%, Canada: 61%, U.K.: 52%), saying they
are confident that their long-term plans can weather the volatility.
Canadian (38%) and British (35%) women report to be the most conservative,
saying they don’t want to take any chances with their money—while only
one-quarter of American women (25%) gave this answer. The majority of women in
all three countries say they are willing to take chances to receive a better
return (U.S.: 74%, Canada: 65%, U.K.: 62%), and very few women describe
themselves as having a high-risk tolerance (U.S.: 8%, Canada: 4%, U.K.: 5%).
What does this all mean? “Understanding your risk tolerance is an important
step in determining your overall investment strategy. It’s important for all
investors to understand their long-term goals so they can avoid making
emotional decisions to their portfolio when the markets get rough,” adds
Braxdale. “Consider the number of years you have until retirement, your risk
tolerance, and tailor your investment strategy accordingly.”
TD Ameritrade’s website offers a variety of free retirement resources that can
help investors plan for the future, such as access to their Portfolio Planner,
an online tool that enables investors to create a diversified portfolio across
a variety of asset classes, including equities, fixed income, and cash, based
on their personal investment goals and risk tolerances.
The 2012 International TD Women Investor Poll Report
For a graphic highlighting the statistics outlined in this press release,
please see the “2012 International TD Women Investor Poll Graphic.”
About the 2012 International TD Women Investor Poll Report
TD Bank Group and TD Ameritrade Holding Corporation commissioned Environics
Research Group to conduct an online custom survey from Aug. 24-30, 2012, of
2,014 men and women in Canada, 1,003 in the U.S., and 1,006 in the United
Kingdom. All respondents have investable assets and sole or shared
responsibility of the household financial planning or investment decisions.
About TDAmeritrade Holding Corporation
Millions of investors and independent registered investment advisors (RIAs)
have turned to TD Ameritrade’s (NYSE: AMTD) technology, people, and education
to help make investing and trading easier to understand and do. Online or over
the phone. In a branch or with an independent RIA. First-timer or
sophisticated trader. Our clients want to take control, and we help them
decide how—bringing Wall Street to Main Street for more than 36 years. TD
Ameritrade has time and again been recognized as a leader in investment
services. Please visit TD Ameritrade’s newsroom or www.amtd.com for more
Brokerage services provided by TDAmeritrade, Inc., member FINRA
(http://www.FINRA.org)/SIPC (www.SIPC.org)/NFA (www.nfa.futures.org).
About TD Bank Group
The Toronto-Dominion Bank and its subsidiaries are collectively known as TD
Bank Group (TD). TD is the sixth largest bank in North America by branches and
serves approximately 22 million customers in four key businesses operating in
a number of locations in key financial centres around the globe: Canadian
Personal and Commercial Banking, including TD Canada Trust and TD Auto Finance
Canada; Wealth and Insurance, including TD Waterhouse, an investment in TD
Ameritrade, and TD Insurance; U.S. Personal and Commercial Banking, including
TD Bank, America's Most Convenient Bank, and TD Auto Finance U.S.; and
Wholesale Banking, including TD Securities. TD also ranks among the world's
leading online financial services firms, with approximately 8.5 million online
customers. TD had CDN$806 billion in assets on July 31, 2012. The
Toronto-Dominion Bank trades under the symbol "TD" on the Toronto and New York
About TD Waterhouse Discount Brokerage
TD Waterhouse Discount Brokerage is a division of TD Waterhouse Canada Inc., a
subsidiary of The Toronto-Dominion Bank. TD Waterhouse Canada Inc. – Member of
the Canadian Investor Protection Fund.
About Environics Research Group
Environics Research Group has delivered customized evidence-based research
solutions to clients working in a range of sectors and industries for over 40
years. Headquartered in Toronto, our team is drawn from a number of
disciplines—from business and marketing to sociology and urban affairs. This
mix makes Environics a creative and intellectually vibrant research and
consulting firm, where methodological rigor and unrivaled analytical
capabilities come together. Our experience, our people, and our sophisticated
research tools help our clients get answers to their most important questions.
To learn more, please visit us on the web at www.environics.ca.
Environics and TDAmeritrade Holding Corporation are separate, unaffiliated
companies and are not responsible for each other's products and services.
TD Bank Group has an ownership interest in TD Ameritrade Holding Corporation,
the parent company of TD Ameritrade, Inc., member FINRA/SIPC/NFA.
TDAmeritrade Holding Corporation
Christina Goethe, 201-369-8541
Communications & Public Affairs
On Twitter @TDAmeritradePR
Jeff Goeser, 402-597-8464
Investor Relations & Finance
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