Order Report - Investment Products & Asset Managers: : Rise of Crypto and Online Trading, Sizing the ESG Market and the Need to Refocus on Basics
New brokerage accounts are on the rise, more investors are trading stocks and cryptocurrencies, and environmental, social & governance (ESG) as an investment goal is growing in popularity among some very specific market segments. But, mutual fund and packaged product ownership across all wealth groups is on the decline, consumers struggle to identify their investment goals, and many are moving away from relying on financial professionals. This is especially concerning for lower asset Americans, who are at risk of missing out on creating wealth through safer, professionally managed products. This report looks at trends in online brokerage accounts and trading, the use of cryptocurrencies, investor goals & product ownership, and why getting back to basics may be good for everyone.
- Consumers are embracing trading in both online brokerage accounts and cryptocurrency
- Awareness of asset allocation is high among wealthier consumers, but low and declining among households with <$100K. Many lower-asset and younger households are not accessing equity markets
- Consumer awareness of the investment products they own is low and falling, especially for younger, low-asset households. Fewer households report they own mutual funds than at any point in the past decade
- The biggest fund families may reach significant portions of households who own mutual funds or ETFs, but definite reach into all U.S. households is in the single digits due to declining ownership of mutual funds and low awareness of asset managers
- The #1 national investment goal is long-term growth, but identification of investment goals is hard for many and tied to understanding of financial language
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