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Wealth management insights

The gold standard of wealth management: Redefining investor data needs

With the COVID-19 pandemic having a profound impact on the wealth management industry, a new survey uncovers insights from self-directed and advisory investors on the growing need for data.

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Investor expectations are radically different since the start of COVID-19 and the growing need for data and analytics will have far reaching consequences.

With market volatility and the ongoing uncertainty around the COVID-19 pandemic, wealth firms are under pressure to help investors and clients make sense of fast-moving markets.

In this global survey of over 1000 self-directed and advisory clients, we uncover the gaps and opportunities around the data, insights and value they receive from wealth firms through the eyes of investors.

Access the full report to find out:

  • How COVID-19 has impacted investor needs and expectations around data and analytics
  • How investor appetite for more diverse content formats and channels has changed
  • Where there are gaps in alternative data, including ESG and news analytics

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In the face of unprecedented change and uncertainty, the importance has never been greater for wealth firms to provide the most comprehensive market-leading data and empower their clients to make decisions with confidence

Joe Mrak
Global Head of Wealth Management, Refinitiv

39%

of investors globally lack access to data and content that would help their investment decision making

34%

of investors are more interested in ESG investing than 6-12 months ago

54%

of investors state news analytics would be a game-changer when choosing future investments