2024 Global Retail Investor Outlook 2025

Have you ever participated in any of the following activities related to your investments? Investor respondents Engaged with shareholder activism campaigns Voted on company proposals via proxy voting Researched voting rights associated with specific stock ownershipBaby Boomers9%50%41% Gen X18%49% 33% Millennials32%45% 23% Gen Z38% 43% 20% Baby Boomers31%47% 22% Baby Boomers15%50% 35% Gen X24%47%29% Millennials37%43% 20% Gen Z42% 41% 18%Gen X26%49% 25% Millennials32%47% 20% Gen Z38% 42% 20% Engaged in it Aware but not engaged in it UnawareInterest in playing an active role in shaping corporate actions is higher among younger generations of retail investors Current corporate actions landscape Asset managers are expanding retail investor participation in corporate voting, but high information acquisition costs still hinder informed decision-making for both retail and institutional investors. Corporate actions like dividends, stock splits and reorganizations often suffer from inefficient communication and standardization. Technology can improve information sharing and enhance investor engagement. Growing interest in shareholder activism Gen Z and Millennial investors show greater interest in corporate actions than previous generations. Modernizing the corporate action landscape requires collaboration across stakeholders to improve transparency and engagement. Employing technology for communication can enhance information dissemination, particularly for retail investors during announcements.CASE STUDY 2 Improving investor information acquisition on corporate actions BetaNXT is enhancing adviser-investor transparency by ensuring seamless access to corporate actions that impact holdings and strategy. Such an augmented information exchange environment has boosted participation and improved investors’ ability to predict returns and achieve successful outcomes. By modernizing corporate action processes – reducing manual errors, automating workflows and providing a centralized data platform – BetaNXT is helping to build investor confidence and streamline decision- making in capital markets. 2024 Global Retail Investor Outlook 24