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Recent Research Projects

US Active and Passive Management

In an ever-challenging and changing market environment characterized by low yield and economic and political upheaval, concerns about volatility and global recession have driven investors toward active management. However, since 2007 a number of factors …

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Millennial Finances

Millennials in the U.S. are struggling to achieve their financial goals. Seven in ten (69%) say saving for retirement is one of their top financial goals while paying off student loans (44%) and providing for family and children (44%) are also near the top of the ranking.

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The Future of Investing

This report analyzes US investor attitudes towards mobile investing, automated advice and the future of technological integration. CoreData surveyed 334 US investors about the future of investing in late March 2017. Survey respondents had to have at least $5,000 in net investable assets, be between the ages of 21 to 65 and own a smart device.

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US Investment Outlook 2017

Advisors expect a choppy ride in 2017 but many anticipate markets will perform favorably. This suggests advisors see investment opportunities, especially in higher risk assets, despite the turbulent environment. The data primarily used in this report comes from an October 2016 CoreData survey of 552 financial advisors.

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