Cerulli Lodestar: Lodestar: U.S. Retail Investor

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Get access to this subscription including all modules listed below.

Retail Investor Overview

This subscription provides access to attitudinal and household balance sheet information across retail investors in the United States.

The Household Balance Sheet module is derived from the Federal Reserve Survey of Consumer Finances. Data is collected from a tri-annual survey of U.S. households conducted in partnership with the University of Chicago, dating back to 1995. This module includes Cerulli's proprietary annual projections across the Household Balance Sheet. The data provides an in-depth perspective on household balance sheets across all wealth tiers, including Cerulli’s proprietary wealth tiers, which segment investor households by investable assets and net worth. Metrics covered include households’ net worth, specific asset types, and products used.

The Retail Investor Trends module is derived from the annual Phoenix Marketing International Affluent Study of more than 10,000 households across the U.S. This module provides insight into the relationship between financial providers/advisors and retail investors. Metrics covered include investor attitudes, current product use, plans for future product use, satisfaction of provider relationship, and use of direct and online trading accounts.

Reasons To Purchase:
  • Analyze data using filters such as year, age, investable assets, net worth category, debt and asset category, account type, primary advice provider, and investor orientation
  • Build custom wealth segments for market analysis
  • Customize elements of the household balance sheet, focusing on specific segments of the U.S. population to build targeted marketing strategies
  • Examine the role online services play in investors’ management of their finances
  • Understand investor’s attitudes on discretionary spending, risk tolerance, financial goals, and economic outlook
  • Use Cerulli's annual proprietary projections for the most recent year
Modules Description
Household Balance Sheet The Household Balance Sheet module is derived from the Federal Reserve’s Survey of Consumer Finances. Data is collected from a tri-annual survey of U.S. households conducted in partnership with the University of Chicago, dating back to 1995. This module includes Cerulli's proprietary annual projections across the Household Balance Sheet. The data provides an in-depth perspective on household balance sheets across all wealth tiers, including Cerulli’s proprietary wealth tiers, which segment investor households by investable assets and net worth. Metrics covered include households’ net worth, specific asset types, and products used.
Retail Investor Trends This module is derived from the annual Phoenix Marketing International Affluent Study of more than 10,000 households across the U.S. It provides insight into the relationship between financial providers/advisors and retail investors.