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.