Each year Spectrem Group, the leading research and consulting firm specializing in affluent investors, conducts in-depth studies of the asset allocations, investment attitudes, behaviors and financial product usage of three distinct wealth segments:
- The Mass Affluent, defined as those with $100K to $999K net worth, not including primary residence
- The Millionaire Investor, defined as those with from $1 to under $5 million net worth, not including primary residence
- The Ultra High Net Worth Investor, defined as those with from $5 to under $25 million net worth
In addition to the segments above which we cover yearly, a fourth segment is covered periodlically:
- The $25 Million Plus Investor with net worth exceeding $25 million
These in-depth studies are fielded monthly throughout the year and are delivered on a quarterly basis with these topic concentrations:
Quarter 1 – Changing Investor Attitudes and Behaviors
Quarter 2 - Usage of Online Tools, Communication Preferences, Information Sources
Quarter 3 – Advisor Usage and Relationships
Quarter 4 – Product Usage , Sources of Wealth, Asset Allocation
These reports can be purchased by wealth segment, by segment by quarter, and as a complete set which includes all three wealth segments and all four quarterly editions.
Spectrem’s In-Depth reports provide financial services providers and advisors with comprehensive information that will allow strategists and marketing professionals to make decisions and implement plans to enhance their business strategies and increase their market share. These reports are fielded with significant sample sizes of the identified audience. Most studies include our monthly online and telephone based fielding of all sizes and types of investors. Sometimes they are supplemented with our ongoing qualitative research through focus groups and individual interviews.
The reports include an in-depth discussion of findings, an executive summary identifying key trends and strategic implications and conclusions that allow firms to quickly identify the issues and challenges they should focus on by market segment. In depth segmentation of specific groups is included. Additionally, most reports include SPSS style tabulations for the benefit of each firm’s own research areas.
Our research specialists have over 30 years of market research experience. They are assisted in the development of the questions and the analysis by our strategic consultants who also have a significant amount of experience in the financial services area.
There are no competitive reports that provide as much in-sight and analysis of the investor and financial markets as Spectrem’s In-Depth Reports.