Solution introduction
The Cerulli Affluent Investor Tracker (CAIT) measures and monitors the investment and saving behaviors and engagement preferences of affluent investors
Unmatched Insights
CAIT measures the attitudes and sentiments of affluent investors toward their financial relationships with providers and advisors, as well as their ownership of investment vehicles and financial assets. With CAIT’s help, financial services firms can understand the behaviors of affluent investors, including the institutions they use to safeguard investments, how they think about wealth, and more.
What Can CAIT Do for You?
- Examine Investor Preferences - Understand the advice preferences of affluent investors to build your engagement strategy
- Segment the Market - Identify your total addressable market (TAM) within wealth tiers
- Discover Opportunities - Evaluate potential opportunities for product placement and pinpoint areas for end-investor education
