Key insights
- Main investment goal for retail investors worldwide
- Retirement plans

Detailed statistics
Investment goal for retail investors worldwide 2018-2022
- Top reason for retail clients leaving their financial advisor
- Underperformance

Detailed statistics
Main reason to leave investment advisor/asset managers worldwide 2020-2022
- Most popular security among millennial investors
- Stocks

Detailed statistics
Gen Z and millennial investment preferences in the U.S. 2024
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Current statistics on this topic
Recommended statistics
Overview
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Biggest Concerns for the alternatives Industry worldwide in 2024

Biggest Concerns for the alternatives Industry worldwide in 2024
Primary concerns for the alternatives industry for the next five years by asset managers and investors worldwide in 2024
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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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Share of millennials with stock investments in the U.S. 2024

Share of millennials with stock investments in the U.S. 2024
Share of millennials with stock investments in the United States in 2024, by stock type
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Gen Z and millennial investment preferences in the U.S. 2024

Gen Z and millennial investment preferences in the U.S. 2024
Gen Z and millennial investment preferences in the United States in 2024, by security type
Expectations
6
- Average return expectation from investment portfolios worldwide 2017-2022
- Performance expectations of institutional investors worldwide 2023, by sector
- Expected influence on investment performance worldwide 2021-2023, by type of event
- Trust level of global investors in financial services 2018-2022
- Investors portfolio performance expectations year to date worldwide 2022
- Asset performance vs expectations worldwide 2022
Expectations
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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 2023, by sector

Performance expectations of institutional investors worldwide 2023, by sector
Performance expectations of institutional investors worldwide in 2023, 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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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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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
Source of advice
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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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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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Top drivers leading investors to non-traditional media sources 2023

Top drivers leading investors to non-traditional media sources 2023
Top drivers leading investors to non-traditional media sources in 2023
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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
- Interest in investing in new products among retail investors worldwide 2021
- Share of investors to increase allocation to alternative investments worldwide 2022
- Investments products favored by Millennials and Gen Z worldwide 2024
- 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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Investments products favored by Millennials and Gen Z worldwide 2024

Investments products favored by Millennials and Gen Z worldwide 2024
Popular investment products among Millennials and Gen Z worldwide in 2024
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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
- Top factors leading to an increase in sustainability investment worldwide 2023
- Top barriers of sustainable investments for individual investors globally 2026
- Methods used to incorporate SDG into the investment process in Europe 2022
- Top interest sustainable investment themes by investors worldwide 2023
- Leading sustainable debt products actively invested in by global investors 2024
- Share of ESG considerations in investor mandates worldwide 2023
- 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 2026

Top barriers of sustainable investments for individual investors globally 2026
Top barriers to individual investors increasing their sustainable investments globally in 2026
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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
- Preference of humans vs. robo-advisors for retail investment advice worldwide 2022
- Retail investors' preference for technology and people worldwide 2022, by country
- Investor interest in funds that primarily uses AI worldwide 2022
- Institutional investors perceived impact of AI on investment outcomes 2022
- Share of retail investors that would invest in a primarily AI managed fund 2020-2022
- Importance of platforms from institutional investors in selected countries 2023
Technology use
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Preference of humans vs. robo-advisors for retail investment advice worldwide 2022

Preference of humans vs. robo-advisors for retail investment advice worldwide 2022
Retail investors' preference of humans versus robo-advisor for advice worldwide in 2022, by country or territory
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Retail investors' preference for technology and people worldwide 2022, by country

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

Institutional investors perceived impact of AI on investment outcomes 2022
Institutional investors perceived impact of artificial intelligence (AI) on investment outcomes in 2022
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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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Importance of platforms from institutional investors in selected countries 2023

Importance of platforms from institutional investors in selected countries 2023
Importance of online platforms from institutional investors in the United States, United Kingdom, Germany and Canada in 2023, by platform type
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