Embark Investor Confidence Barometer

Focus on... engagement

The Barometer captured a range of insights into how investors engage with the subject of investing, how often they check their portfolios and whether the feel their views can be influenced.

How do you engage with investing?

Advised investors are more engaged with investing than non-advised investors. While 21% of advised and 12% of non-advised investors would engage with fin-influencers, these numbers rise to 32% and 18% respectively for the youngest age group of 35-44. One reason why an impressive 80% of advisers would consider engaging with social media to reach new clients.

How often do you check your portfolio value?

Advised clients check their portfolios more than non-advised investors; men check significantly more than women; younger investors check a lot more than older investors; but the most frequent checkers are those investors with the most assets.

How do you feel about investing?

While advised investors worry slightly more about drops in the value of investments, that is set against their greater belief that market corrections are a good time to buy. We can put this down to the influence of advisers in building client staying power – one of the reasons a clear 70% majority of advised investors believe their adviser helps them to avoid the emotions associated with investing.

The Embark Investor Confidence Barometer surveyed the following groups:

250 advised consumers (those that have a financial adviser) with a minimum of £100k investible assets, who have a pension and are aged 35-70
506 non-advised consumers (those that do not have a financial adviser), with a minimum of £100k investible assets, who have a pension and are aged 35-70
252 financial advisers (18+) who have clients, whose company/firm has assets of less than £500 million.

The survey was conducted by Censuswide. Censuswide abides by and employs members of the Market Research Society which is based on the ESOMAR principles.

censuswide.com