The use of technology within the investment industry is becoming more important. Retail investors were asked in 2021 what they thought would be more important for them in three years time: having access to the latest technology platforms and tools to execute their investment strategy, or having a person to help navigate what is best for them and execute on their retail investment strategy. Retail investors in India showed the most interest in technology, 90 percent stated that they thought having access to the latest technology would be most important for them in three years time, to execute their investment strategy. Retail investors in the Canada showed the highest preference for having a person to help them execute their investment strategy, reaching 71 percent of respondents.
Retail investors' expected preference for technology and people in three years time worldwide in 2021, by country or territory
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Other statistics that may interest you Investment behavior worldwide
Overview
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- Premium Statistic Top financial trends forecast for 2023 by asset managers and investors worldwide 2022
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- Premium Statistic Gen Z and millennial investment preferences in the U.S. 2022
Expectations
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- Premium Statistic Average return expectation from investment portfolios worldwide 2017-2022
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Source of advice
4
- Premium Statistic Stakeholders responsible for providing personal financial knowledge worldwide 2022
- Premium Statistic Share of investors who are personally confident in making investment decisions 2022
- Premium Statistic Top drivers leading investors to non-traditional media sources 2022
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Investment type
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- Premium Statistic Interest in investing in new products among retail investors worldwide 2021
- Premium Statistic Share of investors to increase allocation to alternative investments worldwide 2022
- Premium Statistic Popular investments products by millennials and Gen Z In in the U.S. 2022
- Premium Statistic Percentage of individuals less attracted to investments due to global inflation 2022
Responsible investing
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- Premium Statistic Top factors leading to an increase in sustainability investment worldwide 2022
- Premium Statistic Top barriers of sustainable investments for retail investors globally 2022
- Premium Statistic Methods used to incorporate SDG into the investment process in Europe 2022
- Premium Statistic Top ESG impacts investors aim to make worldwide 2022
- Premium Statistic Leading sustainable debt products actively invested in by global investors 2024
- Premium Statistic Share of investors that view ESG as integral in credit analysis worldwide 2022
- Premium Statistic Share of investors who believe investing can lead to sustainable change 2022
Technology use
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- Premium Statistic Preference of humans vs. robo-advisors for retail investment advice worldwide 2021
- Premium Statistic Retail investors' preference for technology and people worldwide 2021, by country
- Premium Statistic Investor interest in funds that primarily uses AI worldwide 2022
- Premium Statistic Institutional investors perceived impact of AI on investment outcomes 2021
- Premium Statistic Share of retail investors that would invest in a primarily AI managed fund 2020-2022
- Premium Statistic Trust rating of platforms from institutional investors in selected countries 2022
Further related statistics
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- UK IT community views about changes to technology trends in the next 10 years 2019
- UK IT community feelings about the future technology landscape as of October 2019
- Assets of superannuation funds Australia Q1 2016-Q4 2023
- Net assets in sustainable funds in Europe 2020, by country
- Household net investments in funds, bonds and equities in the U.S. 2006 - 2015
- Leading UITF balanced funds Philippines 2022
- Equity funds retail sales annual value in the United Kingdom (UK) 2014-2016
- Assets value on the European responsible investing market 2014-2018, by category
- Leading "all UK companies" investment funds in 2015, by 3 year return on investment
- Leading long-term investments in the U.S. 2018, by income
- Pension funds' assets as GDP ratio in Italy 2010-2019
- Leading "UK equity income" investment funds in 2015, by 3 year return on investment
- Leading "sterling corporate bonds" funds in 2015, by 3 year return on investment
- Usage rate of cloud in Singapore 2019, by sector
- Tech investments with the highest priority in warehouse automation worldwide 2021
- Expectations on impact of technological developments in the Netherlands 2018
- Reasons for using video conferencing tools in future among consumers Philippines 2021
- Equities of Nordic Semiconductor 2018
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Statistics
- UK IT community views about changes to technology trends in the next 10 years 2019
- UK IT community feelings about the future technology landscape as of October 2019
- Assets of superannuation funds Australia Q1 2016-Q4 2023
- Net assets in sustainable funds in Europe 2020, by country
- Household net investments in funds, bonds and equities in the U.S. 2006 - 2015
- Leading UITF balanced funds Philippines 2022
- Equity funds retail sales annual value in the United Kingdom (UK) 2014-2016
- Assets value on the European responsible investing market 2014-2018, by category
- Leading "all UK companies" investment funds in 2015, by 3 year return on investment
- Leading long-term investments in the U.S. 2018, by income
- Pension funds' assets as GDP ratio in Italy 2010-2019
- Leading "UK equity income" investment funds in 2015, by 3 year return on investment
- Leading "sterling corporate bonds" funds in 2015, by 3 year return on investment
- Usage rate of cloud in Singapore 2019, by sector
- Tech investments with the highest priority in warehouse automation worldwide 2021
- Expectations on impact of technological developments in the Netherlands 2018
- Reasons for using video conferencing tools in future among consumers Philippines 2021
- Equities of Nordic Semiconductor 2018
CFA Institute. (April 18, 2022). Retail investors' expected preference for technology and people in three years time worldwide in 2021, by country or territory [Graph]. In Statista. Retrieved June 17, 2024, from https://www.statista.com/statistics/1228520/importance-of-technology-versus-people-among-retail-investors-worldwide/
CFA Institute. "Retail investors' expected preference for technology and people in three years time worldwide in 2021, by country or territory." Chart. April 18, 2022. Statista. Accessed June 17, 2024. https://www.statista.com/statistics/1228520/importance-of-technology-versus-people-among-retail-investors-worldwide/
CFA Institute. (2022). Retail investors' expected preference for technology and people in three years time worldwide in 2021, by country or territory. Statista. Statista Inc.. Accessed: June 17, 2024. https://www.statista.com/statistics/1228520/importance-of-technology-versus-people-among-retail-investors-worldwide/
CFA Institute. "Retail Investors' Expected Preference for Technology and People in Three Years Time Worldwide in 2021, by Country or Territory." Statista, Statista Inc., 18 Apr 2022, https://www.statista.com/statistics/1228520/importance-of-technology-versus-people-among-retail-investors-worldwide/
CFA Institute, Retail investors' expected preference for technology and people in three years time worldwide in 2021, by country or territory Statista, https://www.statista.com/statistics/1228520/importance-of-technology-versus-people-among-retail-investors-worldwide/ (last visited June 17, 2024)
Retail investors' expected preference for technology and people in three years time worldwide in 2021, by country or territory [Graph], CFA Institute, April 18, 2022. [Online]. Available: https://www.statista.com/statistics/1228520/importance-of-technology-versus-people-among-retail-investors-worldwide/