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Investor Presentaiton

Robo-Adviser Attitudes: Frequent investors are most likely to feel in- person outperform robo-advisers, charge lower fees, and are no riskier Q Please indicate if you agree or disagree with the following statements? by key segments [asked of all respondents; Manitoba n=500] Investor Segments Manitoba Investment Knowledge Adviser Segments Age Gender % who agree Savings, Non- No savings non- frequent investor investor Frequent investor Low Medium High Non- investor DIY Advised 18-34 35-54 55+ Men Women In-person outperform robo-advisers 28% 30% 42% 51% 34% 40% 39% 30% 34% 48% 38% 31% 41% 34% 39% Robo-advisers charge lower 18% 13% 26% 38% 13% 25% 44% 15% 39% 27% 28% 22% 16% 25% 18% fees Robo-advisers are no riskier 15% 12% 16% 29% 15% 15% 22% 13% 22% 20% 21% 20% 9% 20% 13% 112
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