Global Retail Investing
The World Economic Forum runs a global survey every two years to understand individuals' financial preferences, behaviors, and goals. The 2026 data will be shared in December.
Rise of the Retail Investor
70% of retail investors are under 45 and 74% would invest more if they had more opportunities to learn about investing
Non-Investor Barriers to Entry
76% of non-investors have less than $50,000 (or equivalent) worth of investable assets, and 54% choose not to invest in the market because they fear losing money when investing
Trust Gap
55% of non-investors would be more likely to invest if they had access to an investment platform they trusted
Scaling Financial Advice
65% of investors are interest in comprehensive investment advice, and 61% would invest more if they could trade all their investments on a single platform
Individuals can be empowered to make optimized financial decisions so that investing helps them build lasting wealth.
Able to easily access investment services and products
Able to easily find and consumer relevant financial education content
Able to trust industry institutions and the markets