Asset Management

Measuring global investor sentiment

CHALLENGE

A leader in Asset Management needed to understand individual investor sentiment to help their clients make informed decisions.

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.

solution

Our team conducted an online study among individual investors in 19 countries including:

  • Brazil, Chile, and Mexico in Latin America
  • Australia, China, Hong Kong, India, Japan, Malaysia, South Korea, and Singapore in Asia Pacific
  • France, Germany, Italy, Poland, Spain and the UK in Europe
  • The United States and Canada in North America

IMPACT

Our client used key findings to help their local marketing communication teams promote their financial services and investment products through their website and public relations.

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.