Trends & Insights

2021 Finance Trends | Office Pulse Research Newsletter 

2021 Finance Trends | Office Pulse Research Newsletter

October 15, 2021 | Office Pulse Research Newsletter

Robo. Crypto. The new buzz? Robo advising and cryptocurrency may be changing how professionals invest their money. Where are they putting their money? How are traditional investments faring?

Did You Know?

  • 94% of active investors held steady or increased their investments during the pandemic.

  • Individual stocks, mutual funds, and ETFs are the most popular products held by investors. 75%, 70%, and 40% of investors hold these products, respectively.

  • 30% of professionals who are not active investors are considering investing in the next 6-12 months.

  • 30% of investors who do not currently invest in cryptocurrencies would consider investing in cryptocurrencies if offered by their financial services firm.

What are the financial trends in the US?

United States finance trends during the pandemic

What are the financial trends in Canada?

Canadian Financial trends during the pandemic

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Proprietary research offering marketers timely analysis and insights from a panel of upscale professionals in the top markets. The panel consists of over 8,000 influential consumers and business decision-makers including C-level executives, millennials, middle management, small business owners, and working moms.

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