Format and sample of investigation report 1. Topic selection: select the content related to the survey to conduct the survey. 2. The survey report generally includes the following contents: survey purpose, survey object and survey method (generally available: questionnaire, interview, observation, data, etc.). ), survey time, survey results, analysis of survey results, identification of causes and countermeasures. ) 3. The sample of the survey report is the sample of the questionnaire survey, which will change accordingly due to the different survey methods selected. But the overall format and content remain unchanged. Investigation Report on Fund Investment in Yichun City Since the first fund was issued in March 1998, China's securities investment fund industry has developed rapidly, especially since the large-scale issuance of open-end funds in 2002, which has pushed the fund industry to a new stage of development. By June 30, 2003, China had established 29 fund management companies, including 5 joint venture fund management companies. The total number of securities investment funds is 78, with a total scale of 65.438+037.489 billion, and the net asset value of the funds is 65.438+034.65/kloc-0.00 million, including 54 closed-end funds, with a total issuance scale of 865.438+07 billion and a net asset value of 790.8 100 million. There are 24 open-end funds with a total scale of 55.789 billion yuan and a net asset value of 55.57 billion yuan. The rapid development of securities investment fund industry has played an important role in improving and adjusting the structure of investors in the securities market, updating and advocating different investment concepts, realizing the further specialization of social economy and promoting the stable development of the securities market. However, in the process of development and progress after the birth of the fund industry, it soon encountered difficulties and problems in progress. In this regard, I made an in-depth investigation on fund investment, as follows: 1. The purpose of the investigation is to grasp the understanding and views of fund investors in Yichun and understand the problems existing in the fund market in Yichun. Second, the survey object and its survey object: Yichun securities investors (mainly fund investors). General situation: the income of these people is between 30 and 45 years old, of which the normal distribution is around 40 years old, and they have some surplus funds and considerable investment and financial management experience. The questionnaire was distributed in the form of randomly selecting securities investors from various securities business departments in Yichun City to fill in the questionnaire on the spot and withdraw it on the spot. The city's securities outlets issued questionnaires 100, and 87 questionnaires were recovered, with a recovery rate of 87%. Four. Investigation time: 20031October 8th-June 5438+1October 65438+1October 30th, 2003. 5. The contents of the survey mainly investigated the investors' investment purpose, the main reasons for investing in funds, the factors affecting their choice in funds, their favorite fund types and the duration of holding fund shares. The questionnaire * * * asks investors 14 questions. (See Annex 1) VI. Survey results I have the following statistics on the survey results: (omitted below) From the history of investment funds, 60% of investors bought funds in the last year, which shows that the development of Yichun investment fund has achieved certain results in the last year, but investors still hope to hold funds in the short term and are not optimistic about long-term investment in the fund. 34% investors bought open-end funds. Although affected by the overall performance of the fund industry, most investors did not buy open-end funds. However, it is worth noting that this figure has increased by nearly 10% compared with the previous year, indicating that open-end funds have initially stepped out of the cold winter of recognition and are known by more and more investors. As far as the main reasons for investing in funds are concerned, the historical performance of fund managers accounts for a large proportion in the paper, which shows that investors still hope that managers have rich investment experience and can obtain satisfactory returns. In addition, obtaining short-term income is also an important goal for fund investors. Among the reasons for not buying an open-end fund, I don't understand its characteristics, which shows that the fund has made a lot of efforts in sales and image promotion, and the effect is obvious. The survey also shows that investors have a higher proportion of high fees for open-end funds, up to one fifth. With the increase in the number of open-end funds and the performance of various funds, in the eyes of investors, closed-end funds are superior to open-end funds, and this situation is quietly changing. For the investment purpose of buying funds, most investors still hope to get short-term benefits, and do not quite agree with the long-term investment of funds. In 2003, the market downturn made the risk and difficulty of obtaining the price difference in the secondary market increase sharply. Because it is difficult for financial experts of many funds to make profits, ordinary small and medium-sized investors have to "wait for dividends" for "safety". In the expected return of one year, it shows that investors generally think that there is a high demand for the profitability of the fund, but the fund can never bring satisfactory returns to investors. It is worth noting that nearly half of investors regard the management level to be tested as the main reason for not buying open-end funds, which is nearly 15 percentage points higher than the previous year. This result fully shows that there is still a big gap between China's overall fund management level and the world's advanced level, which is difficult to satisfy investors. Seven. Survey Experience From the survey results, it can be seen that there will be more and more fund investors, because nearly 60% of them set foot in fund investors in the past 1 year, and this trend will promote the rapid development of the fund industry. Therefore, the management of securities investment funds should attract the attention of investment fund companies in order to change the current situation of imperfect management and adapt to this growth trend.