The Society of Individual Investors (SII) invites you to take part in the 22nd edition of the Nationwide Investor Survey (OBI). As every year, investors answer questions about how and when they invest, where they get their information from and what their needs, opinions or preferences are when making investment decisions. This is the largest survey of its kind in Poland, which aims to create a profile of the individual investor. The results of the survey are widely commented on by industry media, used in reports, rankings and presentations and contribute to improving the quality of the offer of market institutions.
Nearly 4,000 respondents took part in the previous editions.
The main conclusion of last year’s OBI survey is that the Polish individual investor is opening up to investing in foreign markets. This is evidenced by data on holdings of shares in foreign companies as well as ETFs listed outside the WSE, while interest in the Polish stock market has declined. At the same time, the challenging year saw an increase in bonds (especially Treasury bonds) and precious metals in the portfolio of the average individual investor, while some funds were withdrawn to bank deposits. And what was considered the greatest weakness of the Polish capital market? Most investors considered it to be the negative impact of politics and the capital gains tax.
All collected data is presented collectively, so everyone filling in the survey remains anonymous. The survey will take a maximum of 10 - 15 minutes to complete. Not only can you contribute to the development of a profile of the Polish investor, but you can also win one of 100 books on investment issues.
The survey is available at: www.sii.org.pl/obilink opens in a new window. The survey results will be announced at the Finance and Investment Forum, ForFin 2024, on 29th November 2024 (and, like previous reports, will be published at: www.sii.org.pl/obilink opens in a new window). Participation is free.
We encourage you to take part in the survey!
Sincerely,
The Bank Millennium Brokerage Office Team