Retail investors' importance of people vs tech

The use of technology within the investment industry is becoming more important. Retail investors were asked in 2022 what they thought would be more important for them in three years time: having access to the latest technology platforms and tools to execute their investment strategy, or having a person to help navigate what is best for them and execute on their retail investment strategy. Retail investors in India showed the most interest in technology, 90 percent stated that they thought having access to the latest technology would be most important for them in three years time, to execute their investment strategy. Retail investors in the Canada showed the highest preference for having a person to help them execute their investment strategy, reaching 71 percent of respondents.

Retail investors' expected preference for technology and people in three years time worldwide in 2022, by country or territory

Characteristic	Having access to the latest technology	Having a person to help
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Release date

April 2022

More information

Region

Worldwide

Survey time period

October to November 2021

Number of respondents

4,564*

Age group

25 years and older

Method of interview

Online survey

Supplementary notes

*The respondents are 3,588 retail investors from 15 geographic markets, with investable assets of at least 100,000 U.S. dollars, and 976 institutional investors with assets under management of at least 50 million U.S. dollars.

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