Investment behavior worldwide

The Statista dossier
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Statista dossier on investment behavior worldwide

Table of contents

  • 1. Overview
    • Most frequent client biases seen by financial advisors globally 2019-2020

    • Investment goal for retail investors worldwide 2019, by region

    • Probability of future investments among millennials worldwide 2019, by territory

    • Reasons why millennials have financial investments worldwide 2019, by territory

    • Millennials with investments 2019, by territory

    • Main criteria considered by millennials for choosing investment fund 2019

  • 2. Expectations
    • Average return expectation from investment portfolios worldwide 2020-2021

    • Performance expectations of institutional investors worldwide 2021, by sector

    • Expected influence on investment performance worldwide 2018-2020, by type of event

    • Investors return expectations based on past performance worldwide 2020, by knowledge

    • Asset performance vs expectations during COVID-19 worldwide 2020, by asset type

    • Expected average annual investment return over next five years worldwide 2018-2020

  • 3. Source of advice
    • Sources of financial advice among investors worldwide 2020, by generation

    • Sources of financial advice among investors worldwide 2020, by knowledge

    • Top digital sources used by institutional investors worldwide 2020

    • Trust in information sources among institutional investors worldwide 2020

    • Institutional investors' trust in Reddit in North America and UK 2021, by age

    • Institutional investors' use of Reddit in North America and UK 2018-2021

    • Millennials' main financial advisers worldwide 2019

  • 4. Investment type
    • Interest in investing in new products among retail investors worldwide 2019, by age

    • Investors' satisfaction with alternative assets' performance worldwide 2020, by class

    • Investments or savings products by millennials worldwide in 2019, by territory

    • Millennials' preferred investment products providers worldwide 2019, by territory

  • 5. COVID-19 investment behavior
    • Investment portfolio changes due to COVID-19 worldwide 2020

    • Share with unchanged risk in portfolios despite COVID-19 worldwide 2020 by generation

    • Investors' strategies to face COVID-19 worldwide 2020, by type and region

    • COVID-19 impact on investors' interest in active management of alternative funds 2020

    • Change in considering ESG issues due to COVID-19 2020

  • 6. Responsible investing
    • Share of sustainably invested assets among investors 2020-2025, by region

    • Willingness to invest against personal beliefs globally 2020, by generation

    • Reasons to consider ESG factors among investors worldwide 2019-2020

    • Main reasons for sustainable investing worldwide 2020

    • Expectation that ESG portfolios will underperform worldwide 2018-2020, by region

    • Share of investors who think ESG factors can help mitigate risk 2020

  • 7. Technology use
    • Preference of humans vs. robo-advisors for retail investment advice worldwide 2019

    • Retail investors' preference for technology and people worldwide 2019, by country

    • Technological state of alternative funds worldwide 2020, by type

    • Investor interest in funds that primarily uses AI worldwide 2019

    • Retail investor interest in funds that primarily uses AI worldwide 2019, by region

    • Trust in computer algorithms for investing money among millennials 2019, by territory

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