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	July 19, 2010 Segmenting US Investors, 2010 Forrester's Segmentation Combines Self-Directedness And Investable Assets by Bill Doyle with Benjamin Ensor, Peter Wannemacher, Brendan McGowan	Average: 10  (3 ratings)

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Executive Summary

Forrester's segmentation of investors by self-directedness has yielded powerful insights for years. Asset-based segmentations remain fundamental for wealth management firms. By combining self-directedness and investable assets, we get an even richer segmentation: nine discrete groups of investors with distinct characteristics. This fuller segmentation can help channel strategy professionals understand and influence investors' choices of channels, products, and services.

TABLE OF CONTENTS

• How To Segment Today's Investors
• Combining Assets And Self-Directedness Yields A Powerful Segmentation
• How Firms Can Segment Their Own Clients
• Supplemental Material
• Related Research Documents

This is an excerpt

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