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Investment behavior worldwide

Statistics report on investment behavior worldwide

This report presents statistics on several topics regarding how retail and institutional investors think about financial investments. The topics included are performance expectations, sources of information, which type of investments individuals have, how investors reacted to the coronavirus outbreak, investors views on responsible investments, and their opinion on using technology in the investment decision.

Table of contents

Overview

4
  • Premium Statistic Biggest Concerns for the alternatives Industry worldwide in 2024
  • Premium Statistic Investment goal for retail investors worldwide 2018-2022
  • Premium Statistic Share of millennials with stock investments in the U.S. 2024
  • Premium Statistic Gen Z and millennial investment preferences in the U.S. 2024

Expectations

6
  • Premium Statistic Average return expectation from investment portfolios worldwide 2017-2022
  • Premium Statistic Performance expectations of institutional investors worldwide 2023, 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

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 2023
  • Premium Statistic Trust in information sources among investors worldwide 2022

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 Investments products favored by Millennials and Gen Z worldwide 2024
  • Premium Statistic Percentage of individuals less attracted to investments due to global inflation 2022

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 2026
  • 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

Technology use

6
  • Premium Statistic Preference of humans vs. robo-advisors for retail investment advice worldwide 2022
  • Premium Statistic Retail investors' preference for technology and people worldwide 2022, 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 2022
  • Premium Statistic Share of retail investors that would invest in a primarily AI managed fund 2020-2022
  • Premium Statistic Importance of platforms from institutional investors in selected countries 2023
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