Investor Brand Builder

The report will enable subscribers to:

Boost Profitability
Identify the strengths and weaknesses of your brand to adjust strategies, increase investor loyalty, retain assets and attract new clients

Identify New Targets
Identify investors who are ready to act and develop effective campaigns to get your firm in these investors’ consideration set and increase market share

Track Competitors
Benchmark performance against your competitors to improve brand positioning

Affluent Investor Profile

• Product and account use
• Asset allocation by account type
• Likelihood to invest in next three months, investment attitudes and goals
• Economic factors causing stress (e.g., debt, lack of savings/retirement, income loss/fluctuation, expenses)
• Risk tolerance, active/passive allocation
• Robo-advisor penetration, likely use, user profile and percentage of assets
• Sentiments on current investment environment
• Financial priorities
• Attitudinal battery including trust in the financial community
• Investor touchpoints, most effective communication method, reach and lift by type of touch

Use of Advice

• Asset management approach (self-directed, collaboratively, exclusively)
• Profile for advised, “adviced,” self-directed and robo-advised investors
• Allocation of assets by advice source
• Percentage of assets managed independently converted from managing through a professional, reasons for converting
• Attitudes by management approach
• Confidence in and loyalty toward primary financial advisor

Brand Equity for Leading Distributors and Mutual Fund and ETF Providers

• Unaided consideration and overall awareness
• Brand impression and imagery association
• Overall consideration
• Drivers of brand consideration
• Brand positioning perceptual maps on consideration drivers
• Exclusive, primary and secondary users for distributors and MF and ETF providers

Distributor and Mutual Fund and ETF Provider Brand Use, Satisfaction and Loyalty

• Penetration and share of assets
• Average number of household accounts
• Loyalty and drivers of client loyalty
• Satisfaction with a battery of client experience attributes
• Distributor channel use by key segments
• Intent to increase/decrease investment

New Topics for 2025

• Key factors considered when choosing a financial advisor
• Behavioral science-backed investment motivational segments
• Changes in asset allocation over the past six months, reasons for changes
• Expanded AI insights:
   
  • How AI is used with advisor-investor meetings
  • If AI should play a greater role in portfolio management, how it’s used for research for portfolio discussions
  • If investors want AI-driven recommendations
  • Investors’ confidence their advisor stays current with AI technologies
  • How advisor’s AI use affects investment results: positive, negative, or none
  • Current or planned use of AI-based tax optimization and planning platforms