Investment behavior worldwide

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Statista dossier on investment behavior worldwide

This dossier presents statistics on several topics regarding how retail and institutional investors think about financial investments. The topics included are performance expectations, sources of information, which type of investments individuals have, how investors reacted to the coronavirus outbreak, investors views on responsible investments, and their opinion on using technology in the investment decision.

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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