Trends Report

How To Segment Today's Investors

Segmenting US Investors, 2010

December 3rd, 2010
Bill Doyle, null
Bill Doyle

Summary

Financial services marketing leaders need to expand their approach to segmentation of their investors. An actionable segmentation of US investors must be built on dimensions that truly distinguish among individual groups, not just on demographics. Forrester uses two such dimensions for this analysis: self-directedness and investable assets. Our segmentation can help financial services marketing leaders understand and influence investors' choices of channels, products, and services.

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