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As the eInvesting Report shows, rather than dominate this industry, the internet will serve as a complementary tool for those investors wise enough to seek advice. Because information without meaning is pointless.
eMarketer's new eInvesting Report will help you answer the questions facing the banking, investment, and insurance industries and covers such topics as:
eMarketer doesn't pretend to know the market better than you do. Instead we outline the numbers and let you make your own decisions.
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| I. Methodology: The eMarketer Difference | 7 |
| II. Key Findings | 11 |
| III. Overview | 15 |
| A. The Digital Race | 16 |
| B. The Human Touch | 20 |
| IV. Brokerages | 25 |
| A. US Market Size and Growth | 26 |
| B. Investing Is for Everyone | 32 |
| C. Assets in Online Brokerage Accounts | 34 |
| D. Factors of Change for Online Brokerages | 38 |
| V. Mutual Funds | 41 |
| A. Online Account Assets | 42 |
| B. Transactional Growth | 45 |
| C. Investment Innovations | 49 |
| VI. 401(k) Plans | 53 |
| A. An Industry unto Itself | 54 |
| B. Another Industry unto Itself: 401(k) Education | 58 |
| VII. Investment Advice | 63 |
| A. Complementary Advice | 64 |
| B. Market Size and Growth of Online Advice | 67 |
| C. Unrealistic Expectations | 70 |
| D. Account Aggregation | 73 |
| E. Revenues from Online Advice and Aggregation? | 75 |
| VIII. Appendix | 77 |
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| I. Methodology: The eMarketer Difference |
| II. Key Findings |
| - Mutual Fund Assets in Online Brokerage Accounts vs. Mutual Fund Company Accounts, 2000 & 2003 (in billions) |
| - Median Score of Asset Management vs. Brokerage Websites, 2000 |
| III. Overview |
| A. The Digital Race |
| - eBusiness Effectiveness of Asset Management vs. Brokerage Sites (by median score percent) |
| - How the Affluent Use Their Computers for Financial Tasks, 1999 (as a percent) |
| - Most Important Sources of Assets, (as a percent of asset management firms surveyed) |
| - Share of New Sales of Long-Term Funds by Distribution Channel, 1990 & 1999 (as a percent) |
| B. The Human Touch |
| - How the Affluent Choose an Investment Advisor, 1999 (as a percent) |
| - US Affluent Households, 2000-2004 (in millions) |
| - percent Market Share of Online Brokerage Accounts, 1999-2000 (by investor type) |
| IV. Brokerages |
| A. US Market Size and Growth |
| - US Households Trading Online and Accounts, 2000-2004 (in millions) |
| - Online Brokerage Market Share, 2003 (as a percent of accounts) |
| - US Online Full Service and Discount Brokerage Accounts, 1998-2005 (as a percentF) |
| - US Online Brokerage Users, 1999-2003 (in millions) |
| - Online Brokerage Households and Accounts in the US, 2000-2005 (in millions) |
| - US Households Trading Online and Accounts, 1999-2003 (in millions) |
| - US Households with Online Brokerage Accounts, 1999-2005 (in millions) |
| B. Investing Is for Everyone |
| - Online Brokerage Accounts by US Household Annual Trading Volume, 1998 & 2003 |
| - Number, Income, and Drivers of Investors Coming Online in the 'Near Future' |
| - Online Brokerage Accounts by US Household Income, 2000 & 2004 |
| C. Assets In Online Brokerage Accounts |
| - Online Brokerage Assets, 2000-2004 (in billions) |
| - Comparative Estimates: Online Brokerage Assets, 1999-2005 (in billions) |
| - Online Brokerage Assets, 2000-2004 (in billions) |
| - Online Brokerage Assets, 1999-2003 (in billions) |
| - Online Brokerage Assets, 2000-2004 (in billions and by type of brokerage) |
| - Assets in Active Online Brokerage Accounts, 1999-2005 (in billions) |
| - Recast of Forrester Research's Estimates for Online Brokerage Assets, 1999-2003 (in billions and as a percent of increase) |
| D. Factors of Change for Online Brokerages |
| - Attrition Rate of Selected Online Brokerages as of 1Q 2000 |
| - Net Revenues of Selected Online Brokerages Showing Amount and percent Received from Commissions and Trading Fees, 1999 (in millions) |
| - Commissions of Selected Online Brokerages, 1998 & 1999 |
| - Account Acquisition Costs of Selected Online Brokerages, 2Q 2000 |
| V. Mutual Funds |
| A. Online Account Assets |
| - Mutual Fund Assets in Online Brokerage Accounts, 2000-2004 (in billions) |
| - Mutual Fund Assets in Online Mutual Fund Accounts, 2000-2004 (in billions) |
| - Assets in Mutual Fund Company Accounts, 2000-2003 (in billions) |
| - US Households Owning Mutual Funds, 1996 & 2000 (in millions) |
| - Fund Inflows through the Internet in the Next 5 Years (as a percent) |
| B. Transactional Growth |
| - Services Provided through Fund Company Websites, 1999 & 2000 (as a percent of websites) |
| - What Investors Do at Mutual Fund Sites, 1999 |
| - Internet Use for Mutual Fund Transactions, 2000 |
| - Demographics of Mutual Fund Shareholders, Transacting Online vs. Offline, 2000 |
| - Fund-Buying Differences between Shareholders Transacting Online and Offline, 2000 (as a percent) |
| C. Investment Innovations |
| - What Investors Do at Mutual Fund Sites, 1999 |
| - Assets in Exchange-Traded Funds as of 4Q 1999 & 2Q 2000 (in billions) |
| - Asset Gathering Potential of Actively-Managed Exchange-Traded Funds, 2002 & 2007 (in billions) |
| - Annual Expenses of Selected Investment Vehicles, 2000 |
| VI. 401(k) Plans |
| A. An Industry unto Itself |
| - Mutual Fund Assets in Defined Contribution Plans and Individual Retirement Accounts, 1999 (in billions) |
| - Average Asset Allocation of 401(k) Participants by percent of Investments, 1998 |
| - Number of Investment Options Available in 401(k) Plans, 1995 & 1999 |
| - Asset Allocation of Brokerage Window Customers, 1Q 2000 |
| B. Another Industry unto Itself: 401(k) Education |
| - Employers Offering Investment Education for 401(k) Participants, 1997 & 1999 (as a percent) |
| - What Employees Do with Existing 401(k) Investments When Changing Jobs, 1999 |
| - 401(k) Quiz Results, 2000 (as a percent of respondents) |
| - 401(k) Participant's Household Financial Assets Outside Employer Plans, 2000 |
| - Average percent of Employers Offering Defined Contribution Plans and Financial Planning, 2000 |
| - 401(k) Participants Online, 1999 & 2004 (in millions) |
| - 401(k) Participants as a percent of Participants Using and Not Using It, 1999 & 2003 (in millions) |
| VII. Investment Advice |
| A. Complementary Advice |
| - Where Investors Seek Financial Advice, 2000 (as a percent) |
| - Expert Advice Most in Demand, 2000 (as a percent of 1,003 Adults) |
| - Investors Who Use the Internet as Their Primary Source for Buy and Sell Recommendations and Financial Planning, 2000 & 2003 |
| - Investor Reliance on Professional Financial Advisors, October 1999 & April 2000 (as a percent of investment decisions) |
| - Investors' Plans to Work with an Advisor on Their Next Investment Decision, October 1999 & April 2000 (as a percent of investors) |
| B. Market Size and Growth of Online Advice |
| - US Households Using Online Advice Requiring Payment, 2000-2004 (in millions) |
| - US Households Using Online Advice, 2000, 2002, & 2005 (in millions) |
| - Users Adopting Online Financial Planning & Advice, 2000-2005 (in millions) |
| - US Households Served by Financial Planners, as of 1999 (as a percent of age group) |
| C. Unrealistic Expectations |
| - Annual Return Expectations of Average Investor for 2000-2010 Compared to S&P 500 Index since 1926 |
| - 'Reasonable' Annual Return Expectations of Investors, 2000 (as a percent) |
| - Annual Return Expectations by Age Group, 2000 |
| - Most Important Challenge Facing the Fund Industry Today, 2000 (as a percent) |
| D. Account Aggregation |
| - Financial Consumers Using Account Aggregation Services, 2000-2004 (in millions) |
| - Online Account Aggregation Users, 2000-2003 (in millions) |
| - Online Account Aggregation Users, 2000 & 2005 (in millions) |
| E. Revenues from Online Advice and Aggregation? |
| - Per Customer Value from Offering Financial Planning |
Text © 2001 eMarketer
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