Grow your investment product business through a better understanding of market trends and shareholder disconnects in the report Investment Products & Asset Managers: Building Product Relevancy Through Customer Insights, an Insight Module from the Investor Quantitative™ Database (IQ™ Database). The report is drawn from the latest fielding of the IQ™ Database, recognized as the largest single dataset on U.S. retail consumer attitudes, behaviors and buying patterns with over 40,000 U.S. households. 

Drive revenue and loyalty armed with knowledge about consumer attitudes to investment products. Find inspiration for new products and marketing by identifying pain points of shareholders for your firm and your key competitors.    

• Nationally, 78% of consumers can now name the products they own, for a slight upward trend in awareness after a long decline, but the increase is being driven by consumers with <$100,000 in investable assets. 
  
• Ownership of mutual funds continues to decline, especially with lower-asset consumers. ETF growth is accelerating, with pronounced growth among consumers with >$100,000 in assets. 
  
• The greatest improvement in the Hearts & Wallets Shareholder Awareness Score is seen at Wells Fargo Funds, iShares and Vanguard. 
  

Marketing, product and advice/digital design professionals will benefit from the actionable data and insights in this report to: 

• Craft targeted messaging for lower-asset consumer groups with high-cash allocations to boost confidence to invest and build long-term wealth. 
  
• Create vibrant investment products that inspire consumers to remember they own them. Build engaging platforms that allow comparisons of product features and benefits. 
  
• Recognize online brokerage platforms as a must-have. Analyze the unique aspects of shareholder bases to prioritize new product development. 
  

The Hearts & Wallets Investor Quantitative™ Database (IQDB) is the comprehensive resource for understanding and analyzing behaviors and attitudes of retail savers and investors. With over 1,000 fields and derived variables, the breadth and depth of topics covered is designed with decades of hands-on experience in the marketing, product, service and research functions it serves. The database covers consumers of all age and wealth segments, with over 5,000 annual responses to an online survey fielded mid-year since 2010. The large sample size of 45,000 U.S. households permits sizing and profiling of virtually any demographic, behavioral or attitudinal definition for consumer groups. Its national weighting methodology allows for comparisons across years and customer/shareholder bases of leading firms.

Each report is created by subject matter experts with exceptional academic credentials and years of experience in retail finance, consumer packaged goods and technology who provide insights into the marketplace and the competition that you won’t find anywhere else.