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Global X ETFs Survey: Beyond Baby Boomers

In April 2022, we surveyed 621 individuals in the United States on their investing viewpoints, attuned to generational differences. The purpose of the survey was to see how investment priorities and styles differ with respect to the Millennial and Gen X age groups. Topics ranged from technology, social media, and thematic investing preferences to the effect major life events have on investing strategies.

Key Takeaways

Both Millennial and Gen X investors surveyed overwhelmingly prefer guidance from financial advisors on increasing managed assets.
Both generations surveyed prefer to work with financial advisors that are technologically inclined—with an emphasis on online portfolio tools.
At least 50% of Millennials surveyed displayed interest in Thematic Investing.
Gen X and Millennial Survey respondents showed sizable interest in both long-term demographic trends and companies that aligned with their personal values.
Over 75% of Millennials surveyed wanted information from their financial advisor quarterly or more often, while that number jumped to nearly 90% for Gen Xers surveyed.
Although many survey respondents are connected to their financial advisors across an array of social media platforms, the most popular for both the Millennial and Gen X demographics were Facebook, followed by Instagram.
Prominent life events which may be publicized on social media, such as inheritances, marriage, or birth/adoption, resulted in many survey respondents wanting to increase their percentage of investable assets.

Click here to download the Global X ETFs Survey on Beyond Baby Boomers.

Authored by: Global X Team

Date:
04/29/22

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Global X Brasil Gestora de Investimentos Ltda. (“Global X Brasil”) is an asset manager authorized by the Brazilian Securities and Exchange Commission (“CVM”), constituted in the form of CVM Resolution No. 21/2021. Investing involves risks. The material on this site is for informational purposes only and does not constitute investment advice, recommendation, offer or solicitation to buy or sell any securities, funds, or strategies to any person in any jurisdiction in which an offer, solicitation, purchase, or sale would be illegal under the securities laws of such jurisdiction. Opinions expressed here are subject to change without notice. Reliance upon the information contained in this material is at the sole discretion of the reader. No securities regulator has confirmed the accuracy of any information contained herein. Access to the information on this site or the use of the services or information provided herein is prohibited by any person or entity in any jurisdiction or country where such distribution or use is contrary to local law, rules, or regulation. Investment in index funds (ETFs) involves risks, including detachment from the benchmark index and related to the liquidity of shares in the secondary market. Investment funds managed by Global X Brasil use strategies that can result in significant equity losses for their quota holders. Global X Brasil, its partners and employees are exempt of responsibility for any damages resulting directly or indirectly from the use of the information contained on this website.

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