Questionnaire

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Questionnaire

Proposed quantitative questionnaire

Quantitative questionnaire of Investor Behaviour:

The Japanese version of the questionnaire has been separately translated in another form to facilitate the total understanding and convenience of respondents in their native language:

International Business Study Program – Graduate School of Economics

Dear Respondent,

SUB: “Request to fill out the Questionnaire” regarding a Master’s Degree research study.

I am a student currently pursuing my Master of Economics Science at SOKA UNIVERSITY IN JAPAN. I am conducting a research study on “INVESTMENT BEHAVIOURS” – an analysis on investor behaviour of their own financial position held on stock market securities in Japan
This final project is taken as a particular requirement for the completion of my Masters in Finance Stream degree under SOKA UNIVERSITY. For that reason, I seek your kind assistance in completing the attached questionnaire which would take approximately 10 minutes of your valuable and precious time. Your responses will be treated as “Strictly Confidential”, meaning that the data collection of individuals is protected from inadvertent disclosure to others through online survey administration and coded files.
Therefore, this below form is not a contract and thereby does not incur an obligation on either party. Is the first step in providing you with a personal financial consultation, designed to be easy and quick to fill out. Please be as accurate as possible, due to your cooperation is highly necessary and appreciated.
If you encounter any problem or have queries about completing the questionnaire, please do not hesitate to contact me by email e19m0653@soka-u.jp etoijeckclovis@gmail.com
Note: There is no right or wrong answer. To make this study possible a successful, your kind and helpful cooperation and honest responses are greatly valued.

Yours sincerely,

Etoijeck Clovis Njiewie
Soka University Japan
19m0653

Supervisor: Professor MANABU Asai
Econometrician

SOKA UNIVERSITY JAPAN

1. Do you invest in the Japanese financial markets? *

Yes

Required

2. Which of the following investment options in the Japanese securities market are you aware of? (Please tick which ever applicable in the below boxes).

Shares / Stocks: security issued by a company that represents the value of one of the equal fractions that its capital is divided.

Bonds: debt security or instrument of indebtedness of the bond issuer (private and government entities) to the holders

Investment Funds: a supply of capital belonging to numerous investors that is used to collectively purchase securities while each investor retains ownership and control of his or her own share or other funds assets

Exchange-Traded Funds (ETFs): investment fund traded on stock exchanges. An ETF holds assets such as stocks, commodities, or bonds, and trades close to its net asset value over the course of the trading day.

Private Fixed Income: debt issues represented by marketable securities in the stock market, issued in defined amounts by financially strong corporate and private entities involving an expiration date

Public Debt

Options: contract which gives the buyer (the owner) the right, but not the obligation, to buy or sell an underlying asset or instrument at a specified strike price on or before a specified date. The seller has the corresponding obligation to fulfil the transaction – that is to sell or buy – if the buyer (owner) "exercises" the option.

Futures: standardized contract between two parties to buy or sell a specified asset of standardized quantity and quality for a price agreed upon today (the futures price) with delivery and payment occurring at a specified future date, the delivery date.

Other:

3. What do you think are the best options for investing your money? (Choose from above list. Rank in the order of preference beginning from 1 for the strongest and 6 for the weakest). *

Shares / stocks

Bonds

Investment Funds

Exchange- Traded Funds (ETFs)

Private Fixed Income

Public Debt

Options and Futures

4. What do you look in a good investment?

5. In which of the available securities in the Japanese Stock Exchange are you currently holding open positions?

Shares / Stocks.

Bonds.

Investment Funds.

Exchange-Traded Funds (ETFs).

Private Fixed Income.

Public Debt.

Options and Futures.

Others:

Clear selection

6. In the past, you have invested mostly in (write as many as applicable)

7. Have you lost money before in the markets? a) Yes b) No If Yes in Q7 and you no longer invest, why do you do not invest now? (Do not answer to this question in the event of having chosen option "NO" in Q7).

8. In which sector do you prefer to invest your money?

Private Sector.

Government Sector.

Public Sector.

Foreign Sector

Clear selection

9. What are the important factors guiding your investment decisions?

Returns.

Safety of principal.

Risk.

Portfolio Diversification.

Progressive Values and/or Corporate Values.

Others:

Clear selection

10. What are your savings objectives?

Children’s Education.

Own Education.

Retirement.

Home Purchase.

Other Purchases.

Children’s Marriage.

Own Marriage.

Healthcare / Health Insurance.

Others:

Clear selection

11. What are your investment objectives?

Income and Capital Preservation.

Growth and Income.

Long-term growth.

Short-term growth.

Speculative.

Others:

Clear selection

12. What is the purpose behind investment?

Wealth creation.

Tax savings.

Earn returns.

Future expenses.

Other:

Clear selection

13. Which factor do you consider before investing?

Safety of Principal.

Low Risk.

High Returns.

Maturity Period.

Other:

Clear selection

14. How much money do you set aside specifically for the following financial products? *

0-¥1,000

1,000-¥5,000

5,000 -¥10,000

10 -¥50,000

50 -¥100,000

100 -¥500,000

More than ¥500,000

Shares / stocks

Bonds

Investment Funds

Exchange- Traded Funds (ETFs).

Private Fixed Income

Public Debt

Options and Futures

Other

15. Do you invest your money in Shares?

Yes

Clear selection

15(a). If Yes in Q15: Imagine that stock market drops after you invest in it, then what will you do?

Withdraw your money.

Wait to recover and increase.

Invest more in it.

Other:

Clear selection

15(b). And, if stock market experiences an upward trend?

Withdraw your money.

Maintain the investment to increase profits.

Invest more in it.

Other:

Clear selection

16. What percentage of your income do you invest?

0-10%

10-20%

20-30%

30-40%

40-50%

50-60%

g) 60% or over.

Clear selection

17. What is the time period you prefer to invest?

Short-term (0-1yrs.)

Medium-term (1-5yrs.)

Long-term (>5yrs.)

Clear selection

18. Can you take the risk of losing your principal investment amount? if yes, what in percentage

Yes

Other:

Clear selection

19. What is your source of investment advice?

Newspapers.

News Channels

Family or Friends.

Books.

Internet.

Magazines.

Advisors

Certified Market Professional/Financial Planners.

i) Other:

Clear selection

Questionnaire – Respondent Supplementary Details:

(Personal details are kept highly confidential and will not be revealed to any third party)

1. Gender:

Male

Female

Clear selection

2. Age Group:

Below 20

Between 20-30

Between 30-40

Between 40-50

Between 50-60

Between 60-70

Above 70

Clear selection

3. Age categorization of investors’ experience:

Young investor (0-2 years).

Experienced investor (above 2 years).

Professional (fully dedicated subject operating within its job’s duties and tasks).

Clear selection

4. Qualifications:

No qualifications.

Undergraduate.

Graduate.

Postgraduate.

Others

Clear selection

5. Occupation (which category do you belong to):

Business (Professional).

Salaried.

Student.

Housewife / House maker.

Retired.

Unemployed.

Other:

Clear selection

6. Estimated net worth: (you can calculate this amount by taking the value of everything you own, including real estate properties, and subtracting anything that you owe, such as loans and mortgages).

Under ¥50,000

¥50,001 -¥100,000

¥100,001 -¥150,000

¥150,001 -¥200,000

¥200,001 -¥300,000

Over¥300,000

Clear selection

7. Do you have a Financial Advisor/Consultant?

Yes

Clear selection

8. Which of the financial intermediaries intervening in the transaction are you receiving its services from?

Commercial bank.

Investment bank.

Insurance company.

Broker-dealer.

Mutual funds.

Pension funds.

None of them.

Other:

Clear selection

9. What best describes your investment experience and how would you rate your investment knowledge?

Beginning: very limited (little knowledge).

Moderate: basic knowledge (understand the differences between stocks, bonds and funds).

Knowledgeable: fair amount of knowledge (aware of different investment options and their risks).

Considerable knowledge (understand different investment philosophies).

Experienced: Extensive knowledge (complete understanding of investment products and strategies).

Clear selection

10. How would you designate yourself based on the investment profile?

Conservative Investor.

Primary objective: preservation of capital.

Cannot tolerate fluctuating returns.

Relative short period of time to allow your investments to recover from any negative years.

Balanced Investor.

Willing to tolerate some market fluctuations, but have a moderate risk tolerance.

Shorter time period for your investments to grow.

Growth Investor.

Tolerate market fluctuations and allow some time to recover from any market downturns.

Relatively experienced investor, looking for moderate growth and diversification.

Aggressive Investor.

Knowledgeable investor and not concerned about short-term fluctuations in the market.

Relative long period of time before you will need to use these investments.

Clear selection

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