DDM - General & Digital

Digital Targeting Segments - Investment and Wealth Management

Segment your customers and prospects to optimize your marketing campaigns

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CONTACT US info.ddm@equifax.com 800.210.4323 equifax.com/DDM Copyright © 2017, Equifax Inc., Atlanta, Georgia. All rights reserved. Equifax and EFX are registered trademarks of Equifax Inc. 17- 6822 Copyright © 2017, Equifax Inc., Atlanta, Georgia. All rights reserved. Equifax and EFX are registered trademarks of Equifax Inc. Direct-Measured and IXI are trademarks of Equifax Inc. These segments are built using data from MediaMark Research Inc. 17-6822 Our Commitment to Privacy Protecting consumer privacy online is one of our core values. Our Investment Propensity segments are estimates of likely household characteristics built using anonymous, aggregated, neighborhood level data. Our digital products do not incorporate or reveal any personally identifiable information. Nor are these segments built using any data gathered about individuals' online behavior. Active Traders Households likely to have significantly higher average number of investment activities than the normal consumer. Sophisticated Investors Households likely to have a propensity for investing in margins, options and short positions and stronger than average tendency to invest in those areas going forward. Advice-Oriented Investors Households likely to have a high percentage of investments/assets driven by institutions where investment advice is given to customers. Examples include full-service brokerage firms and annuity firms. Self-Directed Investors Households likely to have a high percentage of either investments/assets driven by institutions that provide little advice or investment types that traditionally are not provided though financial expert advice. Examples of assets in this category include investments through discount brokers for direct retail customers and investments through no-load fund groups. IRA Investors Households likely to have a higher than average percentage of investments in retirement accounts and are prone to continue contributing to retirement accounts. The types of retirement accounts included in this measurement are Rollover, Roth, Educational, and Regular IRAs, as well as Annuity products. Mutual Fund Investors Households likely to actively invest in mutual funds, with a high percentage of their assets in those financial instruments. These include equity-oriented mutual funds, open-end funds with capital appreciation, and funds with international, sector or hybrid/asset-allocation investment objectives. Individual Stocks Investors Households likely to invest in individual stocks, with a high percentage of their assets in those equities. This would exclude assets in mutual funds, exchange traded investment trusts, and futures and options. CD Investors Households likely to actively invest in Certificates of Deposit, with a high percentage of their assets in these instruments. Fixed-Income Investors Households likely to have a high propensity for investment in individual debt instruments, debt- oriented funds and trusts as well as cash balances. These investments include bonds, notes, cash, margin balances and money-market funds. High-Risk Investors Households likely to invest in more aggressive and riskier financial investments, including individual NASDAQ stocks, individual high-yield bonds, and open-end mutual funds with aggressive growth objectives, high-yield income, and foreign/global exposure. Discount Brokerage Investors Households likely to have a high percentage of investments/assets driven by discount brokerage firms. Firms can target audiences based on a variety of propensity segments:

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