Spectrem Affluent Index Series Newsletter

Each month, Spectrem Group surveys 250 investors in each of two wealth groups:

• those with over $500K in investible assets, and
• those with more than $1MM in financial assets.

Our in-depth surveys focus on the outlook as identified by survey participants and is reflected in two measures of investor confidence:

SAICI^SM – Spectrem Affluent Investor Confidence Index

SMICI^SM – Spectrem Millionaire Investor Confidence Index

Each index reflects investor attitudes towards their overall economic outlook as well as their intentions with regard to their investments.  Survey participants are also queried as to hypothetical investment scenarios in order to gauge their responses.

How are investors planning or changing their portfolio allocations between cash, stocks, bonds, stock and bond mutual funds and real estate?  Will they choose to not invest in the next 30, 60 or 90 days?

Spectrem’s Affluent Index Series newsletter gives you monthly intelligence on investors’ reactions to the investing environment.  Which issues are shaping their behaviors?  How do they perceive the current economic environment, political climate and the health of the stock markets?  How are their current financial plans impacted by their household income, the real estate market or their prospects for retirement?

Addressing the monthly issues and concerns which are affecting your clients will help you keep on top of their immediate needs in the short term and help you influence the timeliness of your firm’s solutions in the future.

Tracking the Spectrem indices over time will give you a pulse on the investing public from a rooftop vantage point – high enough to see the investing landscape but low enough, and with enough specificity, to provide the necessary data to anticipate your clients’ questions and needs and respond with targeted solutions.    $195/yr