inv research 20210422 investing and covid 19 0

Ipsos
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 5
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON

Slide inventory

61
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Setup
02
front_matter
Open slide detailBeat · Setup
03
front_matter
Open slide detailBeat · Setup
04
establish_context
05
summarize
06
Slide highlights two main themes: lack of emergency preparedness and cessation of savings contributions.summarize
Open slide detailLoop · Logic Chain
07
Slide 7 of an Ipsos deck.summarize
Open slide detailLoop · Logic Chain
08
The slide uses a donut chart to illustrate the segmentation of active investors.summarize
Open slide detailLoop · Logic Chain
09
summarize
Open slide detailLoop · Logic Chain
10
transition
11
diagnose
Open slide detailBeat · Complication
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Q6. Suppose that an emergency causes unexpected expenses of $5,000. Based on your current financial situation, how would you pay for these expenses? Please seleanalyze_data
Open slide detailBeat · Complication
13
The slide uses a donut chart to visualize survey results regarding unexpected financial impacts of the pandemic.analyze_data
Open slide detailBeat · Complication
14
transition
Open slide detailBeat · Complication
15
The slide uses a narrative structure to present survey findings regarding financial behavior changes during the pandemic.establish_context
Open slide detailBeat · Complication
16
Survey data from Ipsos, n=2001.analyze_data
Open slide detailBeat · Complication
17
The chart highlights that 55% of investors continued to save for all their goals, while specific goals like travel saw the highest cessation rates.analyze_data
Open slide detailBeat · Complication
18
The slide uses a pie chart to show pre-pandemic behavior and a donut/circular graphic to highlight the pandemic continuation rate.quantify_impact
Open slide detailBeat · Complication
19
The slide uses a pie chart to show pre-pandemic savings prevalence and a large callout to show the percentage of those who continued saving.analyze_data
Open slide detailBeat · Complication
20
transition
Open slide detailBeat · Complication
21
The slide presents survey data from Ipsos regarding investor sentiment and financial stability.summarize
Open slide detailBeat · Complication
22
The slide highlights a disproportionate impact on lower-income households (36% of those earning <= $50k feel worse off).analyze_data
Open slide detailBeat · Complication
23
The chart is a 10x10 grid representing 100% of respondents, with 21 squares filled to represent the 21% figure.analyze_data
Open slide detailBeat · Complication
24
Q12. Are you considering selling some or all of your investments to pay your monthly expenses such as food, rent, utilities, credit cards, loan and mortgage payanalyze_data
Open slide detailBeat · Complication
25
transition
Open slide detailBeat · Evidence
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Slide 26 from an Ipsos deck.summarize
Open slide detailBeat · Evidence
27
Q13. How much longer do you think the COVID-19 pandemic will affect your financial situation? Base: All respondents (n=2001)analyze_data
Open slide detailBeat · Evidence
28
Q14. When do you think you (and your family living in your household) will be back to where you were financially before the COVID-19 pandemic began? Please seleanalyze_data
Open slide detailBeat · Evidence
29
Data source: Q15. How much longer do you think the COVID-19 pandemic will have a negative effect on the Canadian economy? Base: All respondents (n=2001).analyze_data
Open slide detailBeat · Evidence
30
Data source: Q16. When do you think the Canadian economy will be as strong as it was before the pandemic? Base: All respondents (n=2001).analyze_data
Open slide detailBeat · Evidence
31
The slide uses a donut chart to define the 'optimist' segment (37% of respondents).summarize
Open slide detailBeat · Evidence
32
The slide defines 'pessimists' as those expecting negative effects until April 2022 or longer.summarize
Open slide detailBeat · Evidence
33
The chart is a 100% stacked bar chart showing agreement vs disagreement with various financial statements.analyze_data
Open slide detailBeat · Evidence
34
Includes a stacked bar chart for pre/post comparison and a pie chart for the shift in stress levels.analyze_data
Open slide detailBeat · Evidence
35
Bolding indicates statistical significance at the 95% level. Green = higher than other columns, Red = lower than other columns.analyze_data
Open slide detailBeat · Evidence
36
The pie chart shows the overall distribution of responses for the question 'Which crisis will be worse for you as an investor?' among those aged 35 and older.analyze_data
Open slide detailBeat · EvidenceLoop · Cost Of Inaction
37
transition
Open slide detailBeat · EvidenceLoop · Cost Of Inaction
38
Slide 38 of an Ipsos deck.summarize
Open slide detailBeat · EvidenceLoop · Cost Of Inaction
39
The slide uses a two-part donut chart to decompose the 'Active' investor segment into specific buying behaviors.analyze_data
Open slide detailBeat · EvidenceLoop · Cost Of Inaction
40
The chart uses a horizontal bar format to show distribution of investment sales, with aggregated summary metrics for '20% or less' and '21% or more'.analyze_data
Open slide detailBeat · Evidence
41
The chart shows a breakdown of reasons for selling investments, with a specific callout for the 'pay expenses' category among net sellers.analyze_data
42
Data based on Ipsos survey, Q22.analyze_data
43
The chart uses a horizontal bar chart to show distribution of investment activity, with aggregated callouts for specific segments.analyze_data
44
Data source: Q24 survey of 627 investors.analyze_data
45
The slide uses a two-stage donut chart to illustrate the segmentation of the total investor population.analyze_data
46
Bolding indicates statistical significance at 95% level.compare_peers
47
analyze_data
48
The slide uses a donut chart to show the total percentage of leveraged investors (9%) and a second donut chart to show the influence of financial advisors on thanalyze_data
49
The slide uses a custom visual comparison of risk profiles with a waterfall-style shift indicator.analyze_data
50
transition
51
Includes demographic insights on age and gender susceptibility to scams.analyze_data
52
transition
53
summarize
Open slide detailBeat · Resolution
54
The slide uses big numbers to highlight the percentage of correct answers for each specific financial concept.analyze_data
Open slide detailBeat · Resolution
55
The slide includes the specific questions used to calculate the scores in the footer.analyze_data
Open slide detailBeat · Resolution
56
transition
Open slide detailBeat · Resolution
57
The slide uses a mix of icons, donut charts, bar charts, and a map to visualize survey respondent demographics.summarize
Open slide detailBeat · Resolution
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Survey question Q1, base n=2001.analyze_data
Open slide detailBeat · Resolution
59
Survey question Q2, base n=2001.analyze_data
Open slide detailBeat · Resolution
60
other
Open slide detailBeat · Resolution
61
This is a standard corporate 'About Us' slide.establish_context
Open slide detailBeat · Resolution