Affluent Investors Show Continued Divergence in the Level of Anticipated Investment Activity Between Male and Female Investors Over the Next Three Months, Finds Phoenix

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Monthly research conducted by Phoenix Marketing International among affluent brokerage/fund investors points to rejuvenated plans, especially among male investors, with anticipated investment activities through May.

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Phoenix Marketing International, one of the top research companies in the U.S., released its monthly Affluent Brokerage/Fund Investors’ Industry Engagement Index accompanied by anticipated short-term account behavior within the next three months. Findings are shown by clicking here.

The Phoenix study polls 2,200+ affluent individual investors each month about their impression and consideration of numerous financial services brands including mutual fund companies, full-service and discount brokerages, insurance companies, and banks that sell investment services and products. A partial list of tracked brands includes AIM Investments, American Century Investments, American Funds, Ameriprise Financial, Bank of America, BlackRock, Charles Schwab, Edward Jones, E*Trade, Fidelity, Franklin Templeton, Genworth Financial, ING DIRECT (Sharebuilder), iShares, Janus, and John Hancock. Other companies for which Phoenix has multi-year history on brand health and advertising performance include Merrill Lynch, MetLife, Morgan Stanley Smith Barney, Oppenheimer, Prudential Financial, Putnam, Raymond James, Riversource, Scottrade, T. Rowe Price, TD Ameritrade, TIAA-Cref, UBS, USAA, Vanguard, Wachovia, Wells Fargo Bank, and Wells Fargo Advisors.

Phoenix Marketing Contact:
Cait Robbins
Senior Research Analyst
508-315-6180
cait.robbins(at)phoenixmi(dot)com

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Kristin Johnson
Phoenix Marketing International
+1 845-876-8228 Ext: 308
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