Investor education on YouTube

T. Rowe Price, a very active player in terms of investor education, leverages on their socialmedia presenceby posting instructional videos for parents and their kids. Titles include: What is aMutual Fund? , How to Talk to Kids about Money , and How to Reduce the Volatility of Your Portfolio . They also developed an online game called TheGreat Piggy Bank Adventure® , which is dedicated to the financial education of children. Charles Schwab provides access to numerous video tutorials focused on investor education via their playlist Financial Help . Underscoring the role of social media, one, dedicated to financial literacy, recordedmore than 13,000 views. Fidelity features a series of videos under their Investing Education playlist - the latest, titled Investing in 2013 - Bonds, Stocks, Emerging Markets &More , collected more than 3,000 views.

Investor Education; 42%

Product/Market Information; 32%

Recruitment; 5%

facebook Linkedin Corporate Information; 9% Investor Education; 19%

Corporate Information; 21%

Product/Market Information; 19%

The real benefit of using social media lies in the opportunities it provides for the direct interaction between asset management firms and their clients. Open channels of communication give firms a clear picture of the people with whom they work and provide clients with access to up-to-date and accurate information.“We want to help our clients to become successful investors by providing themwith the tools and information they need where they want to receive it”, says Vanguard, who have adopted various media in order to tailor their service.

Recruitment; 53%


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