Wealth Market Reports

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.

Spectrem eZines are multimedia reports integrating text, charts and videos based on Spectrem's ongoing qualitative and quantitative research with wealthy investors. These eZines provide expert analysis and key findings regarding the opinions, needs, goals, and behaviors of investors. Spectrem creates the videos in-house with investors who share their perspective on specific topics. eZines present key issues in an effective format to quickly educate senior executives and financial advisors seeking intelligence and insight needed to make strategic business decisions and to better serve their investing clients.

Spectrem’s Perspectives are 25-30 page strategic white papers focused on specific industry issues or on segments of the investor population.  The reports are derived from an in-depth segmentation and analysis of our ongoing monthly research.  The reports include 25-30 pages of charts and analysis including key findings and strategic recommendations.  At a low price point, Perspectives are a critical tool to share with executive management to increase their knowledge regarding critical topics and to solidify their understanding of market trends.

Market Insights are created by Spectrem Group to allow financial providers and advisory firms to share important information with their distribution forces, including brokers, private bankers, registered investment advisors and other critical advisors.  The focus on providing key insights to investor behaviors and buying criteria to allow advisors to focus their messages and effectively improve existing relationships and to attract additional clients.    The reports are 15-20 pages with key “How-To’s” included.  They can be sold individually for a low price point to individual advisors or be shared to a advisors through a corporate purchase to a distribution force.