Results: 16

Digital Targeting Segments neither contain nor reveal any personally identifiable information.

Targeting Segment Icon: InvestmentsInvestments

Available exclusively to IXI Network members, Investment Propensity Digital Targeting Segments give firms the option of targeting households based on their likelihood to hold certain types of financial products. These segments are derived from a proprietary foundation of approximately $16 trillion in directly-measured, anonymous invested assets. The Direct version targets based on ZIP+4.

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Percentages listed are the percentage of all US households (HHs) that fall into this segment.

Sophisticated Investors – Discount Brokerage

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 using Discount Brokerages.

22.8%(of HHs)

Sophisticated Investors – Full Service Brokerage

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 using Full-Service Brokerages.

8.0%(of HHs)

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.

29.4%(of HHs)

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 for direct-retail customers.

32.8%(of HHs)

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 type or retirement accounts included in this measurement are Rollover, Roth, Educational, and Regular IRAs, as well as Annuity products.

44.8%(of HHs)

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.

36.3%(of HHs)

Individual Stock 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.

29.8%(of HHs)

CD Investors

Households likely to actively invest in Certificates of Deposit, with a high percentage of their assets in these instruments.

6.7%(of HHs)

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.

14.8%(of HHs)

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.

14.4%(of HHs)

Discount Brokerage Investors

Households likely to have a high percentage of investments/assets driven by discount brokerage firms.

28.0%(of HHs)

Active Traders

Households likely to have a significantly higher average number of investment activities than the normal customer.

13.8%(of HHs)

ETF Investors

Households likely to have a propensity for investing in Exchange Traded Funds.

24.6%(of HHs)

Power ETF Investors

Households likely to have a propensity for investing a significant amount of assets in Exchange Traded Funds.

8.9%(of HHs)

ETF IRA Investors

Households likely to have a propensity for investing in Exchange Traded Funds within an IRA.

18.8%(of HHs)

High Propensity for IRA Rollover

Target population likely to rollover a retirement account.

10.7%(of HHs)


Segment data updated Q1 2018.