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Brian Bushee

  • Institutional Investor Classification Data

Institutional Investor Classification Data: Descriptive Statistics

Click here for definitions of the variables reported in the Descriptive Statistics

Transient/Quasi-indexer/Dedicated classification

  • Descriptive statistics
  • Number by year
  • Number by type
  • Number by investment style

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Permanent Transient/Quasi-indexer/Dedicated classification

  • Descriptive statistics
  • Number by year
  • Number by type
  • Number by permanent investment style

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Type

  • Descriptive statistics
  • Number by year
  • Number by transient/quasi-indexer/dedicated
  • Number by permanent transient/quasi-indexer/dedicated
  • Number by investment style
  • Number by permanent investment style

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Investment Style classification

  • Descriptive statistics
  • Number by year
  • Number by type
  • Number by T/Q/D

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Permanent Investment Style classification

  • Descriptive statistics
  • Number by year
  • Number by type
  • Number by permanent T/Q/D

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Growth Style classification

  • Descriptive statistics
  • Number by year

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Permanent Growth Style classification

  • Descriptive statistics
  • Number by year

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Tax-sensitivity classification

  • Descriptive statistics
  • Number by year
  • Number by type

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Extended tax-sensitivity classification

  • Descriptive statistics
  • Number by year
  • Number by type

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