The overall objective of our client was to understand, on a country level, how investors perceive the financial market, the economy, and the impact on their investment goals for the coming year. In addition, our client needed to identify optimal overall positioning, which would in turn serve as the foundation of their messaging strategy.
Our team conducted an online study among individual investors in 19 countries including:
The results of the study were also used to create more effective sales, marketing, and product strategies to meet the needs of the investor community in each country.