Attitudes & Sentiment 2023: Driving Corporate Strategy in Response to Changing Consumer Needs
Order Report - Attitudes & Sentiment 2023: Driving Corporate Strategy in Response to Changing Consumer Needs
Available for license as an individual report: February 2024
Report Overview
Attitudes & Sentiments 2023 features a first look at our 2023 Investor Quantitative™ (IQ) Database survey data. This year's annual report examines U.S. household attitudes and behaviors relating to investing, and how goals and concerns have evolved in the face of continuing inflation and increasing worldwide conflicts.
Key Findings
- Feeling experienced with investing is at its highest level since tracking began. Feelings of anxiety are slightly up year over year. Risk tolerance is up long term.
- Nationally, the two goals that increased the most in popularity are “build up my emergency fund,” and “generate current income from my investments.”
- Concern about inflation, #1 nationally, is high, but flat year over year. Concern about making assets last in retirement is down, but managing finances while aging is up.
- Nationally, the biggest year-over-year changes in attitudes are increased receptivity to financial advice, interest in asset managers, and wanting to bank and invest at the same firm.
Pricing
Choose access licenses for your team or organization in ways that support how you collaborate. AVAILABLE FOR LICENSE TO NON TRENDS SUBSCRIBERS February, 2024.
Online only (1-20 log-ins) - $6,000
Online with slide download (1-50 logs-ins) - $9,500
Online with slide download, PPT & PDF (unlimited log-ins) - $15,000
Sample Report Pages
Methodology. 1-7
Key Findings & Implications. 8
Favorite Statistics. 9
Related Research. 10
Key Findings. 11-43
1: Feeling experienced with investing is at its highest level since tracking began. Feelings of anxiety are slightly up year over year. Risk tolerance is up long term. 11-22
1.1: Exhibit 1.1 — Feelings About Financial Future, All Anxiety Levels: National, by Year
11
1.2: Exhibit 1.2 — Feelings About Financial Future, All Anxiety Levels: by Investable Assets, by Year
12
1.3: Exhibit 1.3 — Feelings About Financial Future, All Anxiety Levels: by Generation, by Year
13
1.4: Exhibit 1.4 — Feelings About Financial Future Among $1M+ Households, All Anxiety Levels: by Generation, 2023
14
1.5: Exhibit 1.5 — Perception of Experience With Investing, All Experience Levels: National, by Year
15
1.6: Exhibit 1.6 — Perception of Experience With Investing, “Very” or “Somewhat Experienced”: by Investable Assets, by Year
16
1.7: Exhibit 1.7 — Perception of Experience With Investing, “Very” or “Somewhat Experienced”: by Generation, by Year
17
1.8: Exhibit 1.8 — Crosstabs of Perception of Experience With Investing: 2023
18
1.9: Exhibit 1.9 — Risk Tolerance, All Comfort Levels: National, by Year
9
1.10: Exhibit 1.10 — Risk Tolerance, “Very” or “Somewhat Comfortable”: by Investable Assets, by Year
20
1.11: Exhibit 1.11 — Risk Tolerance, “Very” or “Somewhat Comfortable”: by Generation, by Year
21
1.12: Exhibit 1.12 — Risk Tolerance, All Comfort Levels by Store: All Customer Types, 2023
22
2: Nationally, the two goals that increased the most in popularity are “build up my emergency fund,” and “generate current income from my investments.” 23-27
2.1: Exhibit 2.1 — Saving & Investing Goals, All Goals: National, 2023
23
2.2: Exhibit 2.2 — Saving & Investing Goals, All Goals: National, 2013-2023*
24
2.3: Exhibit 2.3 — Number of Saving & Investing Goals: National, by Year
25
2.4: Exhibit 2.4 — Saving & Investing Goals, All Goals: by Investable Asset Ranges, 2023
26
2.5: Exhibit 2.5 — Saving & Investing Goals, All Goals: By Generation, 2023
27
3: Concern about inflation, #1 nationally, is high, but flat year over year. Concern about making assets last in retirement is down, but managing finances while aging is up. 28-31
3.1: Exhibit 3.1 — Concerns: National, 2023
28
3.2: Exhibit 3.2 — Concerns: National, by Year*
29
3.3: Exhibit 3.3 — Concerns: National, by Investable Assets, 2023
30
3.4: Exhibit 3.4 — Family Concerns: by Investable Assets, by Hispanic vs. Non-Hispanic, 2023
31
4: Nationally, the biggest year-over-year changes in attitudes are increased receptivity to financial advice, interest in asset managers, and wanting to bank and invest at the same firm. 32-43
4.1: Exhibit 4.1 — All Attitudes, Year-Over-Year Change in Agreement: by Generation, 2023 vs. 2022
32
4.2: Exhibit 4.2 — All Attitudes, Year-Over-Year Change in Agreement: by Investable Assets, 2023 vs. 2022
33
4.3: Exhibit 4.3 — Select Employment & Retirement Attitudes: National, 2011-2023*
34
4.4: Exhibit 4.4 — Select Employment & Retirement Attitudes, Continued: National, 2011-2023*
35
4.5: Exhibit 4.5 — Select Saving & Spending and Family & Legacy Attitudes: National, 2011-2023*
36
4.6: Exhibit 4.6 — Select Macroeconomic & Political Attitudes: National, 2011-2023*
37
4.7: Exhibit 4.7 — Select Engagement & Service Model Attitudes (Related to Self): National, 2011-2023*
38
4.8: Exhibit 4.8 — Select Engagement & Service Model Attitudes (Related to Advisors): National, 2011-2023*
39
4.9: Exhibit 4.9 — Select Engagement & Service Model Attitudes (Related to Advisors), Continued: National, 2011-2023*
40
4.10: Exhibit 4.10 — Select Product, Banking & Insurance Attitudes: National, 2010-2023*
41
4.11: Exhibit 4.11 — Select Product, Banking & Insurance Attitudes, Continued: National, 2011-2023*
42
4.12: Exhibit 4.12 — Select Product, Banking & Insurance Attitudes, Continued: National, 2011-2023*
43
Data Dictionary. 44-54
Appendix. 55
Glossary. 56
Name:
Email:
Company:
Phone:
Signature:
Date: