Gain new insight into the ETF market and what’s on the minds of investors, from State Street Global Advisors’ latest survey of retail investors worldwide.
Did you know? ETF investors are likely to be more satisfied with their investment portfolio than investors who don’t hold ETFs.1
We surveyed 1,000+ investors on their outlook, portfolio allocations, and the trends they predict will have the greatest impact in the future. What did they say? Find out.
Across investors surveyed, optimism about the global economy declines with age. Boomer investors in the US are especially negative — only 8% have a favorable outlook.
Do investors feel the same about their own personal financial outlook?
ETFs are gaining in popularity among investors. In the US, Singapore, and Japan, more investors have ETFs in their portfolios now than at the end of 2022; in Australia, significantly more do.
What factors are drawing individuals to ETFs as they increase in popularity?
ETFs are known to deliver diversification and access at a lower cost. And across all four countries surveyed, investors using ETFs do so most often to access their diversification benefits, flexibility in trading, and low cost/expense ratio.
What other reasons did they identify?
The majority of ETF investors agree that ETFs have improved the performance of their portfolios (Figure 4) — and that ETFs have made them a better investor (Figure 5).
And, surveyed ETF investors report that they’re more satisfied with their portfolios than investors who do not own ETFs.
Our 2024 ETF Impact Survey Results reveal what’s on the minds of ETF investors globally — from individual investors to institutions — and is jam-packed with insights on:
Investor economic sentiment, globally and locally
The role ETFs play in portfolios
Predictions about the US equity market’s performance
Key financial concerns and investment challenges
Trends in current and planned portfolio allocations
And much more!
Dig into the survey findings today.
State Street Global Advisors, in partnership with field partners A2Bplanning and Prodege, conducted an online study in April 2024 among individual investors, financial advisors, and institutional investors to assess investor sentiments, investment portfolio trends, the impact of ETFs on portfolio contruction, and more.
This survey further builds on research conducted with individual investors in November and December of 2022. For the 2024 ETF Impact Survey, State Street Global Advisors expanded the scope to include institutional investors from various countries, as well as US financial advisors.
Data was collected between April 1-25, 2024 from the following: