Infographic & question #35: Do you make your own decisions about your portfolio?

Without question, individual investors are not the driving focus for most investor relations departments – you cannot build an actual “relationship” as you do with a portfolio manager at TIAA-CREF (for example).

But individual investors can be an “inspiration” to keep your shareholder communications (a sub-set of IR) crisp and clear. As you see below, over 80% of active retail investors ARE setting their own course… and our complete study details how they are doing that.


Learn more about all our investor relations services. Review all the results from all the questions (so far).

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