Investor Specialty Panels

Conduct financial studies with targeted consumers and professionals

Reaching the affluent, frequent investors, and those with significant liquid net assets can be a challenge, online or offline.  Given Authentic Response’s unique approach to recruiting, which involves long standing partnerships with leading financial and investment publications, we have ready access to this audience.  In addition, our financial profiling is quite granular, allowing you to understand the full financial profile of individual consumers, investors and households alike. Here is a partial list of some of the data points we collect on the affluent, frequent investors, and those with significant liquid net assets: 

• Total Liquid Net Assets, excluding Retirement and Real Estate Assets
• Credit Cards Owned and Used, by Brand
• Payment Speed, for Credit Cards
• Employer and/or Personal Investment Accounts, by Financial Institution
• Checking and Savings Accounts, by Financial Institution
• Use of Online Banking
• Mortgage Loans, by Financial Institution
• Type of Investments Held
• Annual Household Income
• Frequency of Trades
• Use of Financial Brokers
• Retirement Investments

 
For more information about our experience with the affluent, frequent investors, and those with significant liquid net assets, or for a further breakout of our data points in this market, please contact us.