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Bridge over ocean
1 January 2013 Survey Report

Mortgage-Backed Securities (MBS)

This survey asked members for their perspectives on whether a federal guarantee is needed for mortgage-backed securities and what might induce them to invest in MBS without the benefit of a federal guarantee.

On 11 November 2013, 14,767 CFA Institute members with a primary investment practice of Fixed Income and/or those with an occupation of Portfolio Manager were invited via email to participate in an online survey. 393 valid responses were received, for a response rate of 3% and a margin of error of ±4.8%.

The data from this survey will support and inform our advocacy efforts regarding the need for a federal guarantee for the trillion-dollar-plus MBS market. It also will inform the positions that CFA Institute staff will present to legislative and regulatory staff as they consider mortgage market reform this autumn.

Mortgage-Backed Securities Survey Report View the report (PDF)