Wondering what individual investors think about the financial future, the slowing economy, market volatility, and more? Our latest study highlights how these topics are shaping investor sentiment and behavior around the world — and how ETF ownership may help.
Volatility continues to ravage current markets. And yet globally, investors who have ETFs in their investment portfolios are more likely to be optimistic about their financial future (81%) than investors who do not (71%).
Investors with ETFs Have a More Positive Outlook
But are investors as optimistic about the future of the S&P 500® Index and their respective country’s economy?
Globally, 65% of ETF investors say that they are comfortable with the highs and lows of the financial markets, versus investors without ETFs (41%).
But are investors sticking to their long-term investment strategies — despite their growing list of financial concerns?
For ETF investors, nearly three-quarters say that these core building blocks have improved the overall performance of their portfolio — and more than two-thirds say that ETFs have made them better investors.
So what percentage of investors own ETFs in their portfolio — and is there room for ETF adoption rates to increase in the future?
State Street Global Advisors, in partnership with Prodege and A2B, conducted a study surveying more than 1,000 individual investors, including participants from the following regions:
All data was collected between November 30 and December 12, 2022.
In addition to analyzing those with IA totaling $250K+, we conducted a generational analysis and compared advised to self-directed. Only statistically significant differences are noted throughout.
Due to the smaller sample size, only Millennials, Gen X, and Boomers are included in the generational analysis.