Trend Report

Segmenting US Investors, 2010

Forrester's Segmentation Combines Self-Directedness And Investable Assets

Bill Doyle
 and  three contributors
Jul 19, 2010

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.

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