Trends Report

Segmenting US Investors, 2010

Forrester's Segmentation Combines Self-Directedness And Investable Assets

July 19th, 2010
Bill Doyle, null
Bill Doyle
With contributors:
Peter Wannemacher , Brendan McGowan , Benjamin Ensor

Summary

Forrester's segmentation of investors by self-directedness has yielded powerful insights for years. Asset-based segmentations remain fundamental for wealth management firms. By combining self-directedness and investable assets, we get an even richer segmentation: nine discrete groups of investors with distinct characteristics. This fuller segmentation can help channel strategy professionals understand and influence investors' choices of channels, products, and services.

Want to read the full report?

Contact us to become a client

This report is available for individual purchase ($1495).

Forrester helps business and technology leaders use customer obsession to accelerate growth. That means empowering you to put the customer at the center of everything you do: your leadership strategy, and operations. Becoming a customer-obsessed organization requires change — it requires being bold. We give business and technology leaders the confidence to put bold into action, shaping and guiding how to navigate today's unprecedented change in order to succeed.