As of 2024, roughly ** percent of retail investors surveyed noted using research sites (such as Yahoo Finance) or Google Search when looking for investment ideas and information. Investing Platforms ranked as the third most popular information source.

Robinhood has commanded the ******* share of the retail investing market in the United States since at least early 2020, with its market share fluctuating between ********* and********* of the market over this period. For comparison, the next highest market share is held by Fidelity, with between **** and ***percent of the market. Robinhood is a smartphone-based app which allows retail investors to easily engage in commission-free share trading.

The use of technology within the investment industry is becoming more important. Retail investors were asked in 2022 what they thought would be more important for them in three years time: having access to the latest technology platforms and tools to execute their investment strategy, or having a person to help navigate what is best for them and execute on their retail investment strategy. Retail investors in India showed the most interest in technology, ** percent stated that they thought having access to the latest technology would be most important for them in three years time, to execute their investment strategy. Retail investors in the Canada showed the ******* preference for having a person to help them execute their investment strategy, reaching ** percent of respondents.

As retail investing continues to reshape global markets, understanding who participates, how they invest, and what influences their decisions has never been more crucial. Stock ownership in the U.S. is reaching levels not seen since before the 2008 crisis, with younger generations, mobile platforms, and new asset classes like ETFs...

China Retail Investor Sentiment Analytics provides sentiment analytics of Chinese retail investors based on 2 stock forums, Guba (GACRIS dataset) and Xueqiu (XACRIS dataset), the most popular stock forums in China from 2007.

By utilizing in-house NLP models which are dedicatedly optimized for Chinese stock forum posts and trained on a proprietary manually labeled and cross-checked training data, the dataset provides accurate text analytics of post content, including but not limited to quality, sentiment, and relevant stocks with relevance score. In addition to the aggregated statistics of stock sentiment and popularity, the dataset also provides rich and fine-grained information for each user/post in record level. For example, it reports the registration time, number of followers for each user, and also the replies/readings and province being published for each post. Moreover, these meta data are processed in point-in-Time (PIT) manner since 2019.

The dataset could help clients easily capture the sentiment and popularity among millions of Chinese retail investors. On the other hand, it also offers flexibility for clients to customize novel analytics, such as studying the sentiment (conformity/divergence) of users of different level of influence or posts of different hotness, or simply filtering the posts published by users which are too active/positive/negative in a time window when aggregating the statistics.

Coverage: All A-share and Hong Kong stocks, 300+ popular US stocks Update Frequency: Daily or intra-day

ESG Data for Retail Investors Market Outlook

According to our latest research, the global ESG Data for Retail Investors market size reached USD 2.4 billion in 2024, driven by a rising demand for transparency and responsible investing among individual investors. The market is experiencing robust growth, with a recorded CAGR of 18.7% from 2025 to 2033. By the end of 2033, the market is forecasted to reach USD 12.5 billion, reflecting the accelerating adoption of ESG data solutions across various investment platforms. This surge is primarily attributed to increasing regulatory requirements, evolving investor preferences, and the proliferation of digital investment tools that make ESG data more accessible and actionable for the retail segment.

One of the primary growth factors propelling the ESG Data for Retail Investors market is the heightened awareness and prioritization of sustainable and ethical investing among individual investors. Over the past few years, retail investors have shown a strong inclination towards aligning their portfolios with environmental, social, and governance (ESG) principles. This shift is supported by extensive media coverage on climate change, corporate scandals, and social justice movements, which have collectively influenced retail investors to seek greater transparency and accountability in their investment choices. As a result, the demand for reliable ESG data has soared, empowering retail investors to evaluate companies not only on financial performance but also on their broader societal impact. This growing consciousness has translated into increased adoption of ESG-integrated investment products and platforms, further fueling market expansion.

Another significant driver is the regulatory environment, which has evolved rapidly in recent years to encourage sustainable finance. Governments and regulatory bodies across major economies have introduced frameworks and disclosure requirements mandating companies to report on their ESG practices. Such regulations have cascaded through the investment value chain, compelling financial service providers to incorporate ESG data into their offerings for retail clients. The European UnionÂ’s Sustainable Finance Disclosure Regulation (SFDR), for instance, has set a precedent for global ESG reporting, influencing markets worldwide. These regulatory shifts not only enhance the quality and comparability of ESG data but also create a level playing field for retail investors, enabling them to make more informed and responsible investment decisions. The resulting standardization and improved data quality are pivotal in driving the adoption of ESG data solutions among retail investors.

Technological advancements and the digital transformation of the investment landscape have also played a crucial role in the growth of the ESG Data for Retail Investors market. The proliferation of online brokerage platforms, robo-advisors, and wealth management apps has democratized access to sophisticated ESG analytics previously reserved for institutional investors. Cloud-based ESG data platforms now offer retail investors real-time access to comprehensive ESG ratings, scores, and insights, integrated seamlessly into their investment workflows. Artificial intelligence and machine learning further enhance the granularity and predictive power of ESG analytics, helping retail investors identify emerging risks and opportunities. This technological enablement not only lowers entry barriers for individual investors but also fosters greater engagement and education around sustainable investing, amplifying the marketÂ’s growth trajectory.

Regionally, North America and Europe continue to dominate the ESG Data for Retail Investors market, collectively accounting for over 65% of the global market share in 2024. North America, led by the United States, benefits from a mature investment ecosystem, high digital adoption, and progressive regulatory initiatives. Europe, on the other hand, is characterized by stringent ESG regulations and a strong cultural emphasis on sustainability. Meanwhile, the Asia Pacific region is emerging as a high-growth market, driven by increasing wealth accumulation, rapid digitization, and rising ESG awareness among a burgeoning middle class. Latin America and the Middle East & Africa, though currently representing smaller market shares, are witnessing steady growth as ESG investing gains traction among retail investors in these regions. This regional diversification underscores the global relevance and potential of ESG dat

Retail investment in six European countries totaled at ** billion euros by the last quarter of 2024. High street retail investment amounted to *** billion euros, while retail warehousing amounted to **** billion euros. Investment in shopping centers reached *** billion euros.

We study optimal portfolio decisions for a retail investor that faces a strictly positive transaction cost in a classical Black‐Scholes market. We provide a construction of optimal trading strategies and characterize the value function as the unique viscosity solution of the associated quasi‐variational inequalities. Moreover, we numerically investigate the optimal trading regions for a variety of real‐world cost structures faced by retail investors. We find that the cost structure has a strong effect on the qualitative shape of the no‐trading region and optimal strategies.

Over ***percent of retail investors surveyed in the U.S. stated that strong earnings is a driving factor when making an investment in a company. The confidence in a company was the next highest-ranking factor when evaluating a potential investment opportunity.

Graph and download economic data for Quarterly Financial Report: U.S. Corporations: All Other Retail Trade: Other Short-Term Financial Investments (QFRD210OTRUSNO) from Q4 2000 to Q2 2025 about short-term, finance, investment, retail trade, financial, corporate, sales, retail, industry, and USA.

Almost ** percent of investors who had a designated financial advisor stated they would like early access to new financial products. Roughly ** percent of investors without a financial advisor noted they too would like to be early adapter's to new financial products. However, the highest response from investors without a financial advisor was ** percent noting they did not want to invest in new products due to risk.

RISA-Japan focus on Yahoo！Japan, one of the most active stock forums in Japan. Since 2012, RISA-Japan has meticulously collected, cleaned, and analyzed over 94 million posts related to more than 4,900 securities discussed within the stock forum.

By analyzing the discussions on the stock forum, RISA-Japan provides valuable information about the sentiments, opinions, and trends expressed by retail investors regarding various securities. This dataset provides information on the sentiment and attention (hotness) of retail investors on each stock on the Yahoo! Japan Forum.

In addition to statistical data, this data provides record-level post analyses and stock ratings by users, that allow clients to group the posts to gain in-deep insight, for example, identifying hot posts or grouping posts by stock ratings.

• Coverage: 4500+ Japanese stocks, 300+ ETFs • History: From 2012-11-20 • Update Frequency: Daily

DAVP covers more than 2 million virtual portfolios created by 1.6 million users since 2013 and covers over 100 million rebalancing actions across all A-share stocks.

DAVP provides granular, record-level details for each rebalancing transaction, including the transition amount, price, and weight. Since 2022, it has also captured point-in-time (PIT) metadata on individual virtual portfolios, such as portfolio returns and popularity trends. This rich and structured dataset empowers clients to customize indicators based on their unique investment perspectives with ease.

In addition, by dividing the rebalancing records into different groups based on users’ experience, activity level, and portfolio diversity, DAVP provides easy-to-use derived insights into the investment strategy and behaviors of different groups of investors as below.

1)Popularity indicators. (e.g., number of rebalancing users/portfolios, number of rebalance, total rebalance weight/shares)

2)Sentiment indicators. (e.g., number of buy/sell users/portfolios, number of buy/sell weight/ shares, number of first buy users)

3)Market price indicators (e.g., buy/sell average/median price)

• Coverage: 5000+ A-share stocks
• History: From 2013-01-01
• Update Frequency: Daily

Revenue for the Open-End Investment Funds industry has been increasing over the past five years. Open-end investment funds revenue has been growing slightly but remaining relatively steady at a CAGR of 0.0% to $196.1 billion over the past five years, including an expected increase of 4.2% in the current year. In addition, industry profit has climbed and comprises 33.1% of revenue in the current year. Overall, revenue has been increasing alongside overall asset growth, despite operators being forced to lower fees to meet shifting consumer preferences. The industry has encountered volatility due to the high-interest rate environment for most of the period. Higher interest rates reduce liquidity and make fixed income securities more attractive to investors due to less risk and more predictable interest payments. The industry has also encountered increased growth for ETFs and retail investors. The greatest shift in the industry has been an evolving investor preference for exchange-traded funds (ETFs). While mutual funds account for the majority of industry assets, growth in ETF assets has significantly outpaced that of mutual funds. Expenses that mutual fund investors incur have fallen from 0.5% of assets in 2018 to 0.4% in 2023, as industry operators have cut fees to attract new capital due to pressure from new funds (latest data available). Despite the high interest rate environment, the Fed slashed rates in 2024 and is anticipated to cut rates further in the latter part of 2025, which will boost asset prices. Open-end investment funds' revenue is expected to grow at a CAGR of 0.3% to $198.7 billion over the five years to 2030. The fears over inflation and a possible recession are expected to dominate the beginning of the outlook period. The Federal Reserve is expected to continue cutting interest rates as inflationary pressures ease. Investment companies' importance will continue to grow, with mutual funds and ETFs representing key channels for individual and institutional investors to access financial markets.

ESG Data Marketplaces Market Outlook

According to our latest research, the global ESG Data Marketplaces market size reached USD 2.3 billion in 2024, reflecting increasing demand for high-quality environmental, social, and governance data across industries. The market is poised for robust expansion, with a projected CAGR of 18.7% from 2025 to 2033. By 2033, the ESG Data Marketplaces market size is forecasted to reach approximately USD 12.7 billion. This significant growth is driven by the escalating need for transparent ESG reporting, regulatory compliance, and the integration of sustainability metrics into investment and corporate decision-making processes.

A primary growth factor for the ESG Data Marketplaces market is the global surge in ESG investing. Institutional and retail investors are increasingly demanding reliable and granular ESG data to guide their investment strategies, as sustainability considerations become integral to portfolio management. The proliferation of sustainable finance regulations, such as the European Union’s Sustainable Finance Disclosure Regulation (SFDR) and the Task Force on Climate-related Financial Disclosures (TCFD), has compelled asset managers and corporations to seek comprehensive ESG datasets. As a result, ESG Data Marketplaces have become essential in aggregating, standardizing, and distributing this critical information, fueling their adoption across financial institutions and corporate entities alike.

Another key driver is the evolving corporate landscape, where organizations are under mounting pressure from stakeholders, including customers, employees, and regulators, to demonstrate their ESG commitments. Companies are now leveraging ESG Data Marketplaces to benchmark their performance, identify gaps, and report on sustainability initiatives with accuracy and transparency. The rise in voluntary and mandatory ESG disclosures is pushing corporates to invest in sophisticated data platforms that offer real-time analytics, customizable reporting, and integration with existing enterprise resource planning (ERP) systems. This trend is further amplified by the increasing use of artificial intelligence and machine learning in ESG analytics, which enhances the predictive power and actionable insights derived from ESG data.

Technological advancements and the growing adoption of cloud-based solutions are also accelerating the expansion of the ESG Data Marketplaces market. Cloud deployment offers scalability, flexibility, and cost-effectiveness, enabling users to access vast repositories of ESG data from any location. Additionally, the integration of APIs and data interoperability standards is improving data accessibility and usability, fostering a more collaborative ESG ecosystem. These technological innovations are not only reducing the barriers to entry for smaller organizations but are also supporting the development of niche ESG data services tailored to specific industries and regulatory requirements.

From a regional perspective, North America and Europe currently dominate the ESG Data Marketplaces market, owing to advanced regulatory frameworks, strong investor activism, and high adoption rates among financial institutions. However, the Asia Pacific region is exhibiting the fastest growth, driven by increasing sustainability initiatives, government mandates, and the rapid expansion of capital markets. Countries such as Japan, China, and Australia are witnessing a surge in ESG data demand, as local companies seek to align with global best practices and attract international investors. Meanwhile, emerging markets in Latin America and Middle East & Africa are gradually embracing ESG data solutions, albeit at a slower pace, as awareness and regulatory support continue to build.

Component Analysis

The ESG Data Marketplaces market is segmented by component into Platform and Services. Platforms represent the backbo

Turkey Domestic Debt Stock: Holders: NB: Retail Investors data was reported at 3.201 TRY bn in Oct 2018. This records an increase from the previous number of 2.770 TRY bn for Sep 2018. Turkey Domestic Debt Stock: Holders: NB: Retail Investors data is updated monthly, averaging 4.987 TRY bn from Jan 2006 (Median) to Oct 2018, with 154 observations. The data reached an all-time high of 28.330 TRY bn in Aug 2006 and a record low of 0.864 TRY bn in Sep 2017. Turkey Domestic Debt Stock: Holders: NB: Retail Investors data remains active status in CEIC and is reported by Turkish Treasury. The data is categorized under Global Database’s Turkey – Table TR.F031: Domestic Debt Stock.

The ************ consecutive investment goal among retail investors worldwide was investing for retirement. While the number of investors prioritizing retirement did drop by ***** percent from 2018, retirement was still a priority for roughly **** of all retail investors surveyed.

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