The 2023 ETF Impact Survey

• Investor Sentiment in Flux
• Are Investors Coping with Uncertainty?
• Investors’ Priorities and Portfolio Preferences

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%).

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:

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.