Did you know 65% of investors are not affected by COVID?
 
 

 
 
 

Welcome to the new Office Pulse newsletter!


Every month, we’re going to take a look at a specific industry and how people are reacting during the pandemic. We’ll also continue to look at how people are returning to the office. We’re starting off this month with a look at what’s happening in the financial world.
 
 
 



INVESTING INCREASES
 


As economies reopen and business professionals return to work, one thing remains “normal” – professionals continue to be aggressive in their investments. How aggressive? Take a look below.
 
 
 
 

FINANCE
 
 
 
More Than 7 in 10 Professionals Have Bought Or Sold Investments In Non-Retirement Accounts
Up To 10x In The Past Year
 
Among investors who have bought or sold in the past 12 months
 
 
More Than Half Of All Business Professionals
Are Active Investors
Among investors 
 
 
Current Holdings
 
 
 
More Than Half Of All Active Investors Plan To Purchase Individual Stocks And Mutual Funds
In The Next 6-12 Months
 
 
 

COVID-19 IMPACT ON FINANCE
 
 
 
Nearly Half Of Working Professionals Had Not Spoken To A Financial Advisor Prior To The COVID-19 Pandemic
 
 
58%
Say they have sought financial
advice prior to the pandemic
42%
Had not sought financial
advice prior to the pandemic 
 
 

Not surprisingly, the pandemic has spurred some people to rethink their financial situation. 1 in 4 working professionals say they’ve sought or are thinking about seeking financial advice because of the pandemic.

 
 
 

1 In 4 Working Professionals Are More Interested in Using A Robo Advisor Because of COVID-19
 
 
 

The current climate hasn’t deterred workers from being aggressive with their investments. In fact, nearly 7 in 10 say they’re just as aggressive now, if not more so.
 
 
 

More than half of business professionals (52%) consider themselves active investors. Of those, 60% say they’ve increased investments as a result of the coronavirus.
 
 
 
 
 
Nearly 40% Of Business Professionals Contact
A Financial Advisor Or Financial Firm
To Execute Trades 
 
 
 

BACK TO THE OFFICE
 
 
 

The number of business professionals heading into the office has steadily increased over the past four months, more than doubling since April.
 
 
 
Confidence In Personal Business
And Job Security Show Slight Decreases
 

Business Confidence: How confident are you with the current state of your business? [Average score based on a 1-10 scale with 10 being the highest confidence]

Job Security: How confident do you feel about your job security? [Average score based on a 1-10 scale with 10 being the highest confidence]

Business climate: Do you feel the business climate is getting better? [Average score based on a 1-10 scale with 10 being “Getting Better”]
 
 
 

Professionals in the tech industry have the highest confidence in the business climate. This is not surprising considering the pandemic has helped fuel a digital transformation.
Business climate: Do you feel the business climate is getting better? [Average score based on a 1-10 scale with 10 being “Getting Better”]
 
 
 

Have something you want to ask our research panel?
 
 
 

About Us






Captivate Office Pulse research offers marketers timely insights from a proprietary panel of business professionals, managed by our partners at Vision Critical. The Office Pulse panel of more than 8,000 influential consumers and business decision makers includes C-level executives, millennials, middle management, small business owners, working women and working moms.
 
 
 

Contact Us






Kavita Chan
Research Director
Kchan@captivate.com
 
 

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