The Amundi Investment Institute, in partnership with Crédit Agricole du Languedoc, the University of Montpellier, and Montpellier Business School (MBS), has forged a unique collaboration dedicated to advancing our understanding of individual investors’ financial preferences and needs. This partnership combines academic rigor with practical insights from the financial industry, creating a rich foundation for exploring the evolving landscape of retail investment behavior.
Our approach is multi-faceted and comprehensive. It includes conducting regular, large-scale surveys to capture retail investors’ appetite and attitudes toward various investment strategies; performing quantitative analyses to uncover patterns in consumption and savings behavior; and implementing innovative online experiments to test the effectiveness of different incentives aimed at developing investment participation. A particular emphasis is placed on responsible investment behavior, reflecting the growing importance of sustainable finance in individual decision-making.
These research initiatives are conducted in close collaboration with the CSR and responsible investment, sales and marketing teams at Crédit Agricole Languedoc and Amundi. This integrated effort ensures that our findings are not only academically robust but also directly relevant and actionable for financial institutions seeking to better serve their clients.
You can now read the full whitepaper at the link below
