Investor
Survey

Insights for a brighter future

How is the macro environment shaping individual investor attitudes and behaviors?

A check-in amid challenging times

On the eve of a potentially tumultuous election year against an uncertain interest rate and inflation backdrop, we surveyed 1,000 mass affluent and high net worth investors to understand their most pressing needs and concerns. The results offered some surprises: From product preferences to a desire for greater financial literacy to how clients prefer to interact with advisors. And not surprisingly, they underscored the ongoing value of professional advice. Download the survey to learn more.

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Advisors remain important and relevant. The benefits of professional guidance and the steadying hand of the advisor are just the antidote to many of the concerns and needs that surfaced in our study.

Matthew Sommer, Head of Janus Henderson’s Specialist Consulting Group shares some report highlights and how you can take action on key findings.

tangerine double quotes

Advisors remain important and relevant. The benefits of professional guidance and the steadying hand of the advisor are just the antidote to many of the concerns and needs that surfaced in our study.

Matthew Sommer, Head of Janus Henderson’s Specialist Consulting Group shares some report highlights and how you can take action on key findings.

Five areas of focus

Despite a challenging economic backdrop and unsettled markets, 49% of investors surveyed are very worried about the 2024 election.

Investors are nearly twice as likely to prefer mainly active investing over passive, but the plurality (37%) desire a mix of both.

Over 85% of investors – and 96% of Millennials and Gen-Xers – expressed a desire to up their financial know-how.

98% of respondents are satisfied with their advisors, with the most satisfied saying that, above all, advisors give them peace of mind and care about them as people.

Results show no relationship between client satisfaction and advisors living in the same state, and those who engage virtually are just as satisfied as those who meet in person.

Download the full report.

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