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Attitudes of Affluent Investors On Surviving The Economic Crisis
Pub. Type: 
Your Price: $24,500.00
Available in 2008 
Overview
As the U.S. economy begins to understand the impact of the largest financial crisis
since The Great Depression, investors will reassess how to invest (or save) their
assets and who they turn to for advice. How has this crisis impacted these households
and are they changing their portfolios? Their attitudes? Their Providers? Their
lifestyles?
Spectrem Group, the market leader in research of households with over $1 million,
plans to quickly assess the attitudes, behaviors and outlooks of wealthy households
to allow financial services providers and others to review and adjust their
strategic plans as well as the products and services they will be offering to
these investors in the next twelve to twenty-four months. Now, more than ever,
investment and financial services providers, must understand how to position
themselves to obtain and even retain current customers. It is critical
for providers to understand these households to increase their fee based services.
Key Components Of The Research
The following issues are assessed in the course of the research:
Impact of the Economic Crisis on Households
- How have these households been impacted by this crisis? Has their portfolio
been impacted? How much have they seen their net worth diminish (or increase)?
What types of assets were impacted most?
- How does the impact differ by types of household? What is the impact of
occupation? Annual income? Retired vs. still-working?
Investment Philosophy and Actions
- Has the investor changed their overall portfolio? Do they plan to change
their asset allocation in the future? How will they change it?
- What are their greatest concerns about the future? Ensuring their small
business can continue to be profitable? Saving for retirement? Existing throughout
their retirement? Paying for college? Paying their mortgages?
Advisory Relationships
- What type of advisory relationship have they used in the past? What type
of provider? Full service broker? Other advisor?
- Has their primary provider/advisor been impacted by the consolidation?
- Will they maintain their existing advisory relationship? If not, how will
they change their relationship?
- How has their advisor performed during this economic crisis? What could
they have done differently?
- Based upon the recent financial difficulties, what are your perceptions
of the following types of providers? Full service brokers? Banks? Investment
advisors? Insurance companies? Others?
- Are you more likely to trust large brand name providers in the future or
smaller independent advisors?
Impact on Lifestyle and Attitudes
- Will the financial crisis impact your lifestyle in the next twelve to twenty-four
months? If so, how? Fewer vacations? Will sell some securities/property? Will
have trouble paying for college? May lose your job? Other?
- How has this crisis changed your attitudes about investing? Will you continue
to invest in the equity markets? Will you save more and spend less? Buy more
bonds? Other types of securities?
Price
$24,500
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