Insights that Drive Marketing

Leading firms use IXI’s solutions to maximize the return on their marketing and sales efforts

Change in Portfolio Allocation for Mass Affluent and Affluent Households

Asset allocation has changed substantially for both Mass Affluent and Affluent households over the last 6 years. Let’s take a look at how the allocation toward stocks, mutual funds, and deposits has differed for these two groups.

Mass-Affluent-and-Affluent-November-2013-FS-Graphic-Cropped-Web-v3

Source: WealthComplete®, 2007-2012


Average Allocation of Assets in Bonds 2007-2012

Affluent households are much more likely to invest in bonds than Mass Affluent households.

  • Mass Affluent – bond allocation: 4.1%
  • Affluent – bond allocation: 11.5%


Want to learn more?

Contact your account representative or click here.

This entry was posted in Did You Know?. Bookmark the permalink. Both comments and trackbacks are currently closed.
  • TEST