Investment Products & Asset Managers
Building Product Relevancy Through Customer Insights - a Quantitative Report
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Report Overview
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.
Select Key Findings
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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.
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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.
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The greatest improvement in the Hearts & Wallets Shareholder Awareness Score is seen at Wells Fargo Funds, iShares and Vanguard.
How This Report Helps
Marketing, product and advice/digital design professionals will benefit from the actionable data and insights in this report to:
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Craft targeted messaging for lower-asset consumer groups with high-cash allocations to boost confidence to invest and build long-term wealth.
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Create vibrant investment products that inspire consumers to remember they own them. Build engaging platforms that allow comparisons of product features and benefits.
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Recognize online brokerage platforms as a must-have. Analyze the unique aspects of shareholder bases to prioritize new product development.
About the Hearts & Wallets Investor Quantitative™ Database
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.
Published September 18, 2018. This 47-page report features 34 data-intensive exhibits.
Table of Contents/Directory of Exhibits and Index of Companies
Executive Summary
Key Findings & Implications Favorite Statistics, Related Research
Rising Asset Class Awareness
Awareness of Asset Class
Asset Class Ownership and Allocation
Growth in Investment Product Awareness
Awareness of Investment Products Owned
Investment Product Ownership & Allocation
Online Brokerage Becomes Fundamental
Online Brokerage Ownership: by Year & Trading Frequency
Asset Manager Leaders in Consumer Awareness
Asset Managers Tracked in Investor Quantitative™ Database
Average Number of Fund Families Owned
Household Ownership Rate of Fund Families
Analysis of Shareholder Bases and Pain Points
Analysis of Shareholder Bases: Demographics, Difficulties, Sources of Advice, Wants
Importance/Performance: “Investment Ideas are Knowledgeable, Timely, Tactical
Holding Direct vs. through Intermediary
Appendix
Terminology, Sample Sizes
Index of Companies
American Century
American Funds (Capital Group)
Ameriprise
Bank of America/Merrill Lynch
BlackRock Mutual Funds
Capital One
Citibank
Charles Schwab/Charles Schwab Investment Management
Columbia
Dodge & Cox
Dreyfus Funds
Edward Jones
E*Trade
Fidelity Investments
Franklin Templeton Funds
JP Morgan Chase/Funds
Janus
John Hancock Investments
Invesco
iShares
Legg Mason Funds
MFS Investment Management
Morgan Stanley/Investment Advisor
Nuveen Funds
Oppenheimer Funds
PIMCO Funds
PNC
Principal
Prudential/Investments
Putnam Investments
Scottrade
State Street Global Advisers
TD Ameritrade
TIAA
T. Rowe Price
Transamerica Mutual Funds
USAA
Vanguard
VOYA/Investment Management
Wells Fargo Bank/Funds
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