The Limits of Robo - International

Investors worldwide appreciate how financial technology can help them invest -- but Legg Mason’s 2017 Global Investment Survey shows they still want the service and expertise of a human partner. --- GIS Methodology The survey was conducted by Cicero Research, a leading consultancy serving clients in the financial and professional service sectors. Cicero was established in 2001 and operates from offices in London and Brussels (http://cicero-group.com).   This year’s survey covered 15,300 investors in 17 countries as follows (US = 900; Europe = 7,200, covering UK, France, Spain, Italy, Germany, Switzerland, Belgium and Sweden; Asia = 4,500, covering Hong Kong, Singapore, Japan, Taiwan and China; Latin America = 1,800, covering Brazil and Mexico; Australia = 900). Fieldwork was conducted via an online panel from 1/12/17-2/10/17. Demographic requirements for participants: age 18-74, with some income; employed (unless retired); and are sole or joint decision-maker for household investment decisions. High net worth criteria for U.S. respondents was set at $225,000 in investible assets and individual country equivalents were set; of the total sample, 3,442 qualified as high net worth. There was a fairly even split between generations: 5,116 Millennials (18-35), 4,898 (Gen-X) and 4,925 Baby Boomers (53-71).

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