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3Q21 Positivly Personality Trends

Once end-investors take the Positvly Financial Personality Assessment, we’re able to learn about their interests and leanings. Below are trends we observed from the third quarter of 2021, including what topics are trending within each personality dimension. Financial advisors can use this knowledge to have more nuanced conversations with prospects and clients. You can then use this knowledge to create personalized portfolios that support unique preferences.

Viewpoints personalities like to gain the intellectual satisfaction of getting things right.

Example Fund: Emerging Markets Internet & Ecommerce (EMQQ)*

Purpose personalities seek to find a deeper sense of meaning through their investments.

Security personalities invest to provide physical security and peace of mind.

Fund Example: ALPS Active REIT ETF (REIT)*

Advisors who use the platform may also learn about each respondent’s Touch score. Touch links investing and our desire for meaningful relationships. Knowing about Touch enables advisors to more strategically communicate with each prospect and client.

*Sponsored

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This blog is sponsored by Positivly. The information and data are as of the publish date unless otherwise noted and subject to change. This material is provided for informational purposes only and should not be construed as individualized investment advice or an offer or solicitation to buy or sell securities tailored to your needs. This information covers investment and market activity, industry or sector trends, or other broad-based economic or market conditions and should not be construed as investment research or advice. Investors are urged to consult with their financial advisor before buying or selling any securities. Although certain information has been obtained from sources believed to be reliable, we do not guarantee its accuracy, completeness or fairness. Past performance is no guarantee of future results. This content may not be reproduced or distributed to any person in whole or in part without the prior written consent of Positivly. As a technology company, Positivly provides access to tools and will be compensated for providing such access. Positivly does not provide broker-dealer, custodial or other related investment services. Positivly receives compensation for all search results marked “sponsored.”

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