BlackRock Investor Pulse – Switzerland

Every year, BlackRock asks people from all over the world, including Switzerland, how they think and feel about their financial health.
This year, we went deeper than ever to understand the connection between your wealth and well-being.
We wanted to know if money could make you happier.
What did we find out?

People who invest...

...feel...
0
percentage points
higher levels
of well-being
...are...
0
percentage points
more fulfilled
...and are...
0
percentage points
happier

Money is stress factor number one in Switzerland.

Money
is stress factor number one in Switzerland.
More than half of those surveyed admit that money is the #1 cause of stress.
0%
Total
The figure increases to two-thirds among those holding no savings/investments.
0%
Holding no
savings /
investments
Those with savings are less stressed about money...
0%
Holding savings

Relationship between wealth and well-being.

Not only does investing give people a sense of well-being today -
it also helps them
feel good about
the future.
For 0%
the ideal retirement means not having to worry about money.
Just 0%
are confident they can
achieve this goal.
Traditional investors are more optimistic about achieving their retirement goals.

The Swiss hold fewer market-based
investments than the global average.

The Swiss hold fewer
market-based
investments than
the global average.
Switzerland
0 %
Global
0 %
The number of people in Switzerland with no investments or savings is also higher than the global average.
Switzerland
0 %
Global
0 %

We wanted to know why.

We wanted to know
why.
0%
of people with no investments feel that they don't have enough money to start investing.
0%
of non-investors say they lack the necessary knowledge about investing.
Lack of knowledge is a particularly decisive
factor among women and young people
Female
Male
0%
Female
0%
Male
Lack of knowledge is a particularly decisive
factor among women and young people
Gen. Y, Millennials
Baby Boomers
0%
Gen. Y, Millennials
0%
Baby Boomers
0%
are afraid of losing everything.

We believe investing and a greater
sense of well-being are attainable.

We found that when people take a step to invest they create a greater sense of well-being today. We’re working on solutions to help you get closer to achieving your goals.
Well-being doesn’t
happen overnight.
It’s a process.
And this is true for both
our financial and physical
well-being.
0%
believe it is worth paying more for a good financial advisor than a good personal trainer.
Now is the time to take action – for your current well-being and your future goals.

Small steps can lead to big things.

Just like physical fitness, ...
...first small steps in
financial investments

can lead to big things.
0%
of people from Switzerland want to try investing with a low money commitment.

Start big or start small - but
whatever you do, start now!

Start big or start small -
but whatever you do, start now!
Our ideas for getting started:
Make this year the year you meet your goals
both inside and outside the gym!
About the Survey: One of the largest global surveys ever conducted, the BlackRock Global Investor Pulse survey interviewed 27,000 respondents, in 13 nations. In North America: the US and Canada; in Europe, Germany, Italy, Switzerland and the UK; In Latin America, Brazil, and Mexico; in Asia, China, Hong Kong, Japan, Singapore and Taiwan. The Swiss sample included 1,067 respondents. Respondents were ages 25-74 and either the primary or shared decision maker for savings and investments in the household. No income or asset qualifications were used in selecting the survey's participants. Executed with the support of Kelton Global, an independent research consultancy, the survey took place online from July to August 2018.

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