---
title: Investor Brand Builder
description: Build a standout investor brand. Leverage data-driven insights to strengthen recognition, drive engagement, and grow your market presence with confidence.
---

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# Investor Brand Builder

 Acquire new clients and expand existing relationships

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### Request More Information

To attract and retain affluent clients, financial services firms naturally recognize the importance of understanding how affluent investors—especially those who are ready to take action—perceive and trust their brands. Armed with this powerful information, firms can make important, strategic decisions about targeting, engagement and differentiation and uncover new opportunities to boost consideration and expand share of wallet.

Investor Brand Builder provides a clear, comprehensive view of the trends shaping the affluent investor market along with a customized assessment of your brand health, so you can improve segmentation, marketing and communication strategies, uncover new opportunities for growth, and enhance profitability.

## Value

**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

## Methodology

- 6,000+ US adults with investable assets of at least $100,000
- Web-based survey
- Stratified sample to allow for subgroup analysis by assets, age, generation, gender, distribution channel, advisor use and other key variables

## Areas of Inquiry

**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

## Subscription Details

**Publication Date: October 2025  
Deliverables:**

- Printed summary report with key insights on affluent investor market
- Custom strategy session and custom presentation

## Investment: $40,000

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