Investment Tendencies by Asset Tier

May 13, 2014 Data-driven Marketing

This month we decided to take a look at the impact of asset tier on a household’s investment tendencies. In the chart below, we look at the household distribution for a few of our digital targeting segments compared to the U.S. population:

Investment Tendencies by Asset Tier

Source: IXI Services Digital Targeting Segments


Spotlight on Investment Tendency Segments

What percent of U.S. households fall into each digital targeting segment?

  • Advice-Oriented Investors: 30.99%
  • Self-Directed Investors: 24.43%


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