Key insights
- Main investment goal for retail investors worldwide
- Retirement plans
Detailed statistics
Investment goal for retail investors worldwide 2018-2022
- Most popular security among millennial investors
- Cryptocurrency
Detailed statistics
Gen Z and millennial investment preferences in the U.S. 2022
- Top reason for retail clients leaving their financial advisor
- Underperformance
Detailed statistics
Main reason to leave investment advisor/asset managers worldwide 2020-2022
Editor’s Picks
Editor’s Picks
Current statistics on this topic
Recommended statistics
Overview
4
- Premium Statistic Top financial trends forecast for 2023 by asset managers and investors worldwide 2022
- Premium Statistic Investment goal for retail investors worldwide 2018-2022
- Premium Statistic Share of millennials with stock investments in the U.S. 2022
- Premium Statistic Gen Z and millennial investment preferences in the U.S. 2022
Overview
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Premium Statistic
Top financial trends forecast for 2023 by asset managers and investors worldwide 2022
Top financial trends forecast for 2023 by asset managers and investors worldwide 2022
Top financial trends forecast for 2023 by asset managers and investors worldwide in 2022
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Premium Statistic
Investment goal for retail investors worldwide 2018-2022
Investment goal for retail investors worldwide 2018-2022
Main investment goal for retail investors worldwide from 2018 to 2022
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Premium Statistic
Share of millennials with stock investments in the U.S. 2022
Share of millennials with stock investments in the U.S. 2022
Share of millennials with stock investments in the United States in 2022 by stock type
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Premium Statistic
Gen Z and millennial investment preferences in the U.S. 2022
Gen Z and millennial investment preferences in the U.S. 2022
Gen Z and millennial investment preferences in the United States in 2022, by security type
Expectations
6
- Premium Statistic Average return expectation from investment portfolios worldwide 2017-2022
- Premium Statistic Performance expectations of institutional investors worldwide 2022, by sector
- Premium Statistic Expected influence on investment performance worldwide 2021-2023, by type of event
- Premium Statistic Trust level of global investors in financial services 2018-2022
- Premium Statistic Investors portfolio performance expectations year to date worldwide 2022
- Premium Statistic Asset performance vs expectations worldwide 2022
Expectations
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Premium Statistic
Average return expectation from investment portfolios worldwide 2017-2022
Average return expectation from investment portfolios worldwide 2017-2022
Average annual return expectation from investment portfolios worldwide from 2017 to 2022
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Performance expectations of institutional investors worldwide 2022, by sector
Performance expectations of institutional investors worldwide 2022, by sector
Performance expectations of institutional investors worldwide in 2022, by sector
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Expected influence on investment performance worldwide 2021-2023, by type of event
Expected influence on investment performance worldwide 2021-2023, by type of event
Events expected to have a significant impact on investment performance in the next twelve months according to institutional investors worldwide from 2021 to 2023, by type
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Premium Statistic
Trust level of global investors in financial services 2018-2022
Trust level of global investors in financial services 2018-2022
Trust level in global financial services from 2018 to 2022, by investor type
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Premium Statistic
Investors portfolio performance expectations year to date worldwide 2022
Investors portfolio performance expectations year to date worldwide 2022
Investors portfolio performance expectations year to date worldwide in 2022, by security type
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Asset performance vs expectations worldwide 2022
Asset performance vs expectations worldwide 2022
Performance of selected asset classes relative to expectations over the last year worldwide as of 2022, by asset type
Source of advice
4
- Premium Statistic Stakeholders responsible for providing personal financial knowledge worldwide 2022
- Premium Statistic Share of investors who are personally confident in making investment decisions 2022
- Premium Statistic Top drivers leading investors to non-traditional media sources 2022
- Premium Statistic Trust in information sources among investors worldwide 2022
Source of advice
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Premium Statistic
Stakeholders responsible for providing personal financial knowledge worldwide 2022
Stakeholders responsible for providing personal financial knowledge worldwide 2022
Stakeholders responsible for providing personal financial knowledge worldwide according to survey respondents in 2022
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Premium Statistic
Share of investors who are personally confident in making investment decisions 2022
Share of investors who are personally confident in making investment decisions 2022
Share of investors who are personally confident in making investment decisions worldwide in 2022, by investor group
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Premium Statistic
Top drivers leading investors to non-traditional media sources 2022
Top drivers leading investors to non-traditional media sources 2022
Top drivers leading investors to non-traditional media sources in 2022
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Premium Statistic
Trust in information sources among investors worldwide 2022
Trust in information sources among investors worldwide 2022
Trust in selected information sources among investors worldwide 2022, by investor type
Investment type
4
- Premium Statistic Interest in investing in new products among retail investors worldwide 2021
- Premium Statistic Share of investors to increase allocation to alternative investments worldwide 2022
- Premium Statistic Popular investments products by millennials and Gen Z In in the U.S. 2022
- Premium Statistic Percentage of individuals less attracted to investments due to global inflation 2022
Investment type
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Interest in investing in new products among retail investors worldwide 2021
Interest in investing in new products among retail investors worldwide 2021
Interest in investing in new products among retail investors worldwide in 2021, by investor type
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Share of investors to increase allocation to alternative investments worldwide 2022
Share of investors to increase allocation to alternative investments worldwide 2022
Share of investors likely to increase allocation to alternative investments worldwide in 2022, by asset class
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Premium Statistic
Popular investments products by millennials and Gen Z In in the U.S. 2022
Popular investments products by millennials and Gen Z In in the U.S. 2022
Share of Millennials and Gen Z who invest their money in the United States in 2022, by type of product
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Percentage of individuals less attracted to investments due to global inflation 2022
Percentage of individuals less attracted to investments due to global inflation 2022
Percentage of individuals less attracted to investments due to inflation worldwide in 2022, by investment type
Responsible investing
7
- Premium Statistic Top factors leading to an increase in sustainability investment worldwide 2023
- Premium Statistic Top barriers of sustainable investments for individual investors globally 2023
- Premium Statistic Methods used to incorporate SDG into the investment process in Europe 2022
- Premium Statistic Top interest sustainable investment themes by investors worldwide 2023
- Premium Statistic Leading sustainable debt products actively invested in by global investors 2024
- Premium Statistic Share of ESG considerations in investor mandates worldwide 2023
- Premium Statistic Share of investors who believe investing can lead to sustainable change 2022
Responsible investing
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Top factors leading to an increase in sustainability investment worldwide 2023
Top factors leading to an increase in sustainability investment worldwide 2023
Top factors motivating individuals to increase their interest in sustainable investments worldwide in 2023, by factor
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Top barriers of sustainable investments for individual investors globally 2023
Top barriers of sustainable investments for individual investors globally 2023
Top barriers to individual investors increasing their sustainable investments globally in 2023
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Methods used to incorporate SDG into the investment process in Europe 2022
Methods used to incorporate SDG into the investment process in Europe 2022
Methods used by investors to incorporate sustainable development goals (SDG) into the investment process in Europe in 2022
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Top interest sustainable investment themes by investors worldwide 2023
Top interest sustainable investment themes by investors worldwide 2023
How interested are investors worldwide in different sustainable investment themes in 2023
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Leading sustainable debt products actively invested in by global investors 2024
Leading sustainable debt products actively invested in by global investors 2024
Leading sustainable debt products actively invested in by global investors in 2024
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Share of ESG considerations in investor mandates worldwide 2023
Share of ESG considerations in investor mandates worldwide 2023
Share of investor mandates that incorporate environmental, social, and governance considerations worldwide in 2023
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Share of investors who believe investing can lead to sustainable change 2022
Share of investors who believe investing can lead to sustainable change 2022
Share of investors worldwide who believe investing can drive progress in sustainability challenges such as climate change in 2022, by investor group
Technology use
6
- Premium Statistic Preference of humans vs. robo-advisors for retail investment advice worldwide 2021
- Premium Statistic Retail investors' preference for technology and people worldwide 2021, by country
- Premium Statistic Investor interest in funds that primarily uses AI worldwide 2022
- Premium Statistic Institutional investors perceived impact of AI on investment outcomes 2021
- Premium Statistic Share of retail investors that would invest in a primarily AI managed fund 2020-2022
- Premium Statistic Trust rating of platforms from institutional investors in selected countries 2022
Technology use
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Premium Statistic
Preference of humans vs. robo-advisors for retail investment advice worldwide 2021
Preference of humans vs. robo-advisors for retail investment advice worldwide 2021
Retail investors' preference of humans versus robo-advisor for advice worldwide in 2021, by country or territory
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Retail investors' preference for technology and people worldwide 2021, by country
Retail investors' preference for technology and people worldwide 2021, by country
Retail investors' expected preference for technology and people in three years time worldwide in 2021, by country or territory
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Investor interest in funds that primarily uses AI worldwide 2022
Investor interest in funds that primarily uses AI worldwide 2022
Investor interest in investing in funds that primarily uses artificial intelligence worldwide in 2022, by type of investor
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Institutional investors perceived impact of AI on investment outcomes 2021
Institutional investors perceived impact of AI on investment outcomes 2021
Institutional investors perceived impact of artificial intelligence (AI) on investment outcomes in 2021
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Share of retail investors that would invest in a primarily AI managed fund 2020-2022
Share of retail investors that would invest in a primarily AI managed fund 2020-2022
Share of retail investors that would invest in a primarily artificial intelligence (AI) managed fund from 2020 to 2022
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Trust rating of platforms from institutional investors in selected countries 2022
Trust rating of platforms from institutional investors in selected countries 2022
Trust rating of online platforms from institutional investors in the United States, United Kingdom, Germany and Canada in 2022, by platform type
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