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The State of the U.S. Retail Investor: Insights & Implications
2022 BNY Mellon Retail Investor Survey
The State of the U.S. Retail Investor: Insights & Implications
2022 BNY Mellon Retail Investor Survey
October 2022
U.S. retail investors’ heightened market activity and engagement has been fascinating to watch over recent years. There has been a number of factors which have had a profound impact on the retail investor segment, including the pandemic, technological advancement in trading, the inflationary impact and more.
It’s well-known that COVID-19 triggered volatility in individual equities and the overall market as stock prices reflected fluctuations in corporate performance due to pandemic-related issues, such as rising costs and constraints on supply chains and staffing. But what is most interesting is how retail investors responded to these circumstances.
In assessment of these trends, the inaugural BNY Mellon Retail Investor Survey has been tracking the pandemic’s effect on the investing behavior across four retail investor cohorts; Nascent Investors, Traditional Investors, Established Investors and Retirement Investors.
The survey not only provides trends and insights into the asset classes, investment horizons, sectors and sources of information for these cohorts, but also provides both issuers and asset managers tactics to market, communicate and educate these cohorts.