Boston, September 11, 2012 – A new report from Aite Group provides insight into the state of U.S. investing and self-directed trading ahead of the November 2012 election. The report, which is based on a December 2011 Aite Group survey of 1,014 U.S. investor households and an August 2012 Aite Group survey of 644 U.S. investor households, reveals where specific groups—segmented by political geography and trader engagement—stand on key investment-related topics. From political and financial product perspectives, the report offers important tips for engaging trading and investing audiences in pivotal swing states.
Retail investors in different regions take different approaches to investing, prefer different investment product types, and have different levels of confidence in the market overall. They also have varied concerns over issues plaguing the markets. In addition to political differences, familiarity with online trading also influences investors’ level of confidence in the markets.
“From a political perspective, it is essential to be aware that swing state voters in one region think about investing very differently than do swing state voters in another,” says Javier Paz, senior analyst with Aite Group and author of this report. “From a wealth management perspective, this means that not all financial products are a good fit for every large region."
This 28-page Impact Note contains 19 figures and four tables. Clients of Aite Group’s Wealth Management or Institutional Securities & Investments services can download the report.