Schwab-sponsored research studies provide insight on consumer finance, independent investment advisors, retirement and other timely issues.
The ETF Investor Study by Charles Schwab is an online survey designed to gauge individual investors’ attitudes toward and understanding of ETFs, and how or if they would use them as part of their investment portfolios. More than 1,000 individual investors who either own or are considering purchasing an ETF participated in our August 2012 survey. Media Contact: Alison Wertheim
The Global Investing Study was designed to assess retail investors’ interest and attitudes toward investing in equity markets outside the United States. More than 200 individual investors participated in this online survey during June 2012. Media contact: Erin Montgomery.
Reading the Signs in the Current Bond Market: This white paper provides perspective on four topics that are top-of-mind for many fixed income investors.
- Download the white paper
- Read the press release
- Watch the inverviews with Chuck Schwab
Read the blog post on Schwab Talk
- Bond Investor Study: Exploring the perceptions of individual investors about investing in the U.S. bond market.
- ETF Research: Including the annual ETF Investor Survey, which examines ETF usage and perceptions among retail investors.
- Independent Advisor Research: Including the recent Advisors Turning Independent (ATI) study and the twice-a-year Independent Advisor Outlook Survey.
- Retirement Research: Including the quarterly Real-Life Retirement pulse survey on American consumers plus scholarly studies on employer-sponsored retirement plans, such as the 401(k).
Corporate Stock Plan Study: Exploring how that most companies view stock plans as a tool to motivate and reward workers at all levels.
In the 2011 Teens & Money Survey, Schwab takes a look at 16- to 18-year-olds and their attitudes, behaviors and expectations about money. Nine out of 10 teens say the Great Recession caused major shifts in their mindset, including a greater appreciation for what they have and an increased awareness of financial hardship. Read the press release, or check more statistics on the survey fact sheet.