Data insight
Choosing an investment. Feeling stuck.
What feeling stuck while choosing an investment can tell wealth product teams, and how to investigate the support customers need.
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Understand the investor
behind the answer.
Insights and practical questions for financial-services teams designing investor journeys, live events and conversations that matter. Explore the latest series or start with our evidence-led field guides.
Five-page research & practice briefs
Bring evidence
to the next discussion.
Investor hesitation, confidence and events: three referenced briefs with practical questions and explicit limits.
Explore the free reportsInvestor insights in practice
What people tell us.
What teams can do next.
Data from real event participants, practical methodology and perspectives for wealth teams, event organisers and programme directors. Each article connects an insight to a question worth investigating.
Based on responses from real participants at live events run by U Impact in cooperation with NTT DATA.
The data articles use the combined Mirai responses. Each explains who its percentages describe and what can be concluded from them.
Methodology
Where customers stop. What to test next.
A practical approach for wealth product and customer-experience teams investigating hesitation and turning findings into changes to test.
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Thought leadership
From access to action.
How financial-services conference organisers can turn a broad inclusion theme into a practical conversation about investor decisions.
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Data insight
Let the audience shape the agenda.
Use audience-reported investment barriers to shape a relevant financial-services event, with clear boundaries around what the data means.
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Methodology
One profile. Different next steps.
Why a shared investor journey stage does not establish a shared support need, and how to develop personalisation hypotheses.
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Thought leadership
Good intentions. Difficult decisions.
A speaking and programme-design perspective on turning sustainable-investing intentions into a discussion of practical decisions.
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Data insight
Investing already. Still feeling stuck.
Why already investing does not establish that the next investment decision feels easy, and what engagement teams can investigate.
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Methodology
When the signals disagree, investigate.
How to interpret differences between investor self-report, knowledge checks and hypothetical decision scenarios without overclaiming.
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Thought leadership
Trust needs room for difficult questions.
Build a financial-services speaking or panel brief that addresses difficult questions about trust, claims and investment choices.
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Data insight
Comfortable with risk. Still stuck.
A Mirai insight on risk comfort and feeling stuck, and why wealth teams should examine more than a single assessment signal.
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Methodology
Which uncertainty is the customer facing?
Separate risk, unclear information and other sources of uncertainty when researching an investment decision.
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Thought leadership
Financial wellbeing starts with the decision.
Design an employee financial-wellbeing event around the decisions and circumstances participants want to understand.
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Data insight
When the barrier is money.
Interpret a reported money barrier carefully when planning financial-wellbeing and investor-event discussions.
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Methodology
From a pattern to a testable change.
Move from an investor-research pattern to a focused intervention with a clear hypothesis, outcome and review point.
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Thought leadership
Brief the speaker on a decision.
A practical speaking-brief framework for financial-services programme directors commissioning Lesley Li.
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Methodology
Personal feedback. Shared understanding.
How to connect private participant feedback with an aggregate discussion in a U Impact live event activation.
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Thought leadership
Let the panel respond to the room.
Combine audience reflection and Lesley Li’s moderation to make financial-services panels more relevant to the room.
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Data insight
A journey stage is not a progress report.
Read investment-stage percentages as a snapshot of different groups, not a funnel, dropout rate or measure of progress.
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Methodology
What happens after the event?
Plan an investor-event readout that separates participant reports, interpretations and practical follow-up questions.
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Thought leadership
What should a better investor journey achieve?
Define useful outcomes for an investor-journey redesign, including understanding, support and the choice to pause.
Read the article →The foundations
Five questions that shape
better investor research.
Financial investment behaviour: what shapes how people invest?
Investment decisions emerge from knowledge, confidence, uncertainty, trust, values and the choice environment. Start with the complete evidence-led overview.
Read the field guide →Investment competence versus confidence: why calibration matters
Two people can know the same amount and feel very differently about acting. Treating confidence as knowledge hides a useful signal.
Read the guide →Risk tolerance and ambiguity tolerance are not the same thing
Known probabilities and unclear outcomes create different decision problems. Investor research should not collapse them into one score.
Read the guide →The sustainable-investing intention–action gap
Positive intent does not reliably become a funded decision. Research helps us understand the frictions without assuming one universal cause.
Read the guide →What investor scenarios can and cannot tell you
Hypothetical decisions provide comparable evidence. They are valuable precisely when their limitations stay visible.
Read the guide →Our editorial standard
Useful content needs
visible boundaries.
Clear authorship
Our guides identify their authors and reviewers. The investor insights series is published by U Impact, with a route to the team behind the work.
Visible sources
Our guides reference original research. Event-data articles identify the source and the group described by each percentage.
Evidence notes
Each article states what kind of evidence it draws on and what should not be concluded from it.
The common thread
Profile → compare → test.
We use individual responses to create a useful explanation, compare patterns at cohort level, and turn promising hypotheses into measurable changes. The method stays open to revision as projects add evidence.
Have a question worth investigating?
Bring us a cohort and a decision, not a request for another dashboard.