All Reports

Media Influences on Investors

Media Influences on Investors, a new Spectrem Group whitepaper, takes a look at the various sources investors use for news on investment products and the stock market. 


How do today's investors make sense of the day’s economic events in order to make wise and fortuitous investment decisions? And how do they choose media sites and spokespeople whom they believe is offering them the best and most truthful information?

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2019 Market Insights Report

Market Insights provides managers and decision-makers tools which can help shape a firm’s vision and aid in the determination of where to spend development dollars.  It is an indispensable tool profiling the state of the market and how investor demographics, preferences and behaviors have changed in a world economic environment where markets are volatile and uncertainty prevails.  


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Socio-Political Influences On Investing

Socio-Political Influences On Investing, a new Spectrem Group whitepaper, takes a closer look at some of the outside factors influencing investment decisions, and the impact they have on decision-making.

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2018 Comprehensive Bank Trust Update

Spectrem's annual trust report reviews the growth of the trust industry, including the number of trust assets and accounts held by major financial institutions.  It reviews the growth and usage of collective investment funds as well as amount of assets managed by institutional trustees. New this year - state trust assets as reported by each state! 

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Investor Attitudes and Ownership of Insurance Products

Investor Attitudes and Ownership of Insurance Products seeks to understand the reasons behind insurance ownership as well as the reason some investors avoid insurance ownership.  It can also be used to gain a greater understanding about whom investors seek out when making the actual purchase of the policy. 

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