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Investment behavior worldwide - statistics & facts

Individuals differ in how they behave and think around making financial investments. Investment behavior varies between knowledge levels, generations, and between different parts of the world: they differ in why they invest, how they invest, their expectations, and how they gain information or advice about investing. Expert and advanced investors, for example, base their return expectations on past performance to a higher degree than beginners. Young investors seem to act more on external events than older generations: when the coronavirus pandemic hit in 2020, most investors from the oldest generation maintained the same level of risk in their portfolios, while the share of millennials who did so was rather low.

Is there a generational difference in how investors seek investment information?

The largest variation in how investors gain information or financial advice, however, is not between knowledge level, but rather between generation. The older generation tend to mostly do the research themselves, and rely little on banks and wealth managers, while millennials to a higher extent use banks and independent financial advisors. However, after the GameStop short squeeze in 2021, a higher share of young institutional investors trusted and used Reddit as a source. This shows that among the younger generation, internet and websites are important information sources among millennials for making investment decisions.

Who is interested in responsible investing?

Many investors believe that the coronavirus outbreak will bring more importance to the topic of environmental, social and governance (ESG) investing. The importance of responsible investing, however, does also seem to vary between generations and geographies. Investors from Europe, Middle East and Africa had higher share of sustainably invested assets than in other regions, according to a survey from 2020. Investors from the United States were also less optimistic regarding the performance of ESG portfolios, compared to investors from Europe and Canada. Younger generations were also slightly more willing to invest against their personal beliefs than older generations.

Key figures

The most important key figures provide you with a compact summary of the topic of "Investment behavior worldwide " and take you straight to the corresponding statistics.

Expectations

Source of advice

COVID-19 investment behavior

Responsible investing

Technology use

Interesting statistics

In the following 7 chapters, you will quickly find the 40 most important statistics relating to "Investment behavior worldwide ".

Investment behavior worldwide

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Investment behavior worldwide - statistics & facts

Individuals differ in how they behave and think around making financial investments. Investment behavior varies between knowledge levels, generations, and between different parts of the world: they differ in why they invest, how they invest, their expectations, and how they gain information or advice about investing. Expert and advanced investors, for example, base their return expectations on past performance to a higher degree than beginners. Young investors seem to act more on external events than older generations: when the coronavirus pandemic hit in 2020, most investors from the oldest generation maintained the same level of risk in their portfolios, while the share of millennials who did so was rather low.

Is there a generational difference in how investors seek investment information?

The largest variation in how investors gain information or financial advice, however, is not between knowledge level, but rather between generation. The older generation tend to mostly do the research themselves, and rely little on banks and wealth managers, while millennials to a higher extent use banks and independent financial advisors. However, after the GameStop short squeeze in 2021, a higher share of young institutional investors trusted and used Reddit as a source. This shows that among the younger generation, internet and websites are important information sources among millennials for making investment decisions.

Who is interested in responsible investing?

Many investors believe that the coronavirus outbreak will bring more importance to the topic of environmental, social and governance (ESG) investing. The importance of responsible investing, however, does also seem to vary between generations and geographies. Investors from Europe, Middle East and Africa had higher share of sustainably invested assets than in other regions, according to a survey from 2020. Investors from the United States were also less optimistic regarding the performance of ESG portfolios, compared to investors from Europe and Canada. Younger generations were also slightly more willing to invest against their personal beliefs than older generations.

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