Robo. Crypto. The New Buzz?

94% of active investors held steady or increased their investments during the pandemic!

Robo. Crypto

The new buzz?

Robo advising and cryptocurrency may be changing how professionals invest their money. Where are they putting their money? How are traditional investments faring?

Keep reading for exclusive finance trends from our panel of business professionals.

Nearly half of all professionals are active investors, including 3 in 4 Sr. Executives+.

Most active investors are experienced investors. More than 9 in 10 started investing 3+ years ago.

Individual Stocks, Mutual Funds, and ETF's are the most popular products investors hold.

94% of active investors kept their investments steady or increased their investments during the pandemic.

Professionals who are not active investors are considering investing in products such as

Mutual Funds and Individual Stocks in the next 6-12 months.

1 in 3 investors include crypto in their portfolios.

The majority of professionals are satisfied with their primary bank. Chase is the primary bank for 2 in 5 professionals.

Low Fees and Mobile and Online Access are the most common reasons people chose their primary bank.

Confidence in the overall business climate remains steady.

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”]

Confidence across finance, tech, and media professionals is steadily on the rise.

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

OFFICE PULSE TRIVIA

WHICH FEMALE MUSICIAN HAS THE HIGHEST NET WORTH IN THE WORLD?

Join Lorenzo Papa (CRO) and Scott Marden (CMO) from Captivate, along with Placer.ai's VP of Data Partnerships, Stefan Martinovic to debunk the perceptions versus the realities of the return to office.

Register Today

During this session, you'll learn:

Who is returning to the office
When professionals are returning
Why the skewed perception of in-office vs. WFH professionals

Meet The Speakers

Moderator: Lorenzo Papa

CRO, Captivate

Lorenzo is currently the chief revenue officer at Captivate overseeing advertising monetization across North America. Lorenzo has 20+ years of media experience including a proven record of driving revenue for Captivate for over 15 years. Lorenzo is a strong mentor and relationship builder focused on collaborative partnerships that deliver unique, integrated campaigns to achieve client success.

Speaker: Scott Marden

CMO, Captivate

For over 20 years, Scott Marden has specialized in driving revenue for media sales groups by consultatively using research, data, creative and content services. In his 12 years at Captivate he has built a world-class/sales-oriented Marketing organization, spearheaded product innovation, developed the nation’s leading workplace research panels, and enhanced digital place-based metrics & reporting.

Speaker: Stefan Martinovic

VP Data Partnerships, Placer.ai

Stefan Martinovic is VP of Data Partnerships at Placer.ai, working with key clients including real estate firms, hedge funds and retailers to devise solutions to critical business challenges as well cultivating partnerships with innovate data & software providers to support Placer's product development and corporate growth. Stefan is an active angel investor and advisor to over a dozen companies in the PropTec space, and an entrepreneurial real estate developer.

About Us

Captivate Office Pulse research offers marketers timely insights from a proprietary panel of business professionals, managed by our partners at Alida. 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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AUGUST TRIVIA RESULTS: After___, Coffee Is The Most Sought After Commodity In The World. [Sugar, Oil, Gold, Water] The correct answer is Oil!