Understanding America Study

UAS 150

Investment Goals; Investor Attributes

Financial Literacy
Retirement & Pensions
Risk Preferences
Time Preferences
Wealth

Survey Experiments:

Auxiliary Randomization

Section	Description
Base	Base questions
Demographics	Demographics
objectives	Financial Objectives
Closing	Closing questions

Metadata

Survey codebook

Publications associated with this survey

Ryan O. Murphy, Samantha Lamas and Ray Sin, "Identifying What Investors Value in a Financial Adviser: Uncovering Opportunities and Pitfalls" Journal of Financial Planning Association July (2020)
Ray Sin, Ryan Murphy and Samantha Lamas, "Goals-Based Financial Planning: How Simple Lists Can Overcome Cognitive Blind Spots" Journal of Financial Planning Vol. 32, Iss. 7, (Jul 2019): 34-43. (2019)

Data
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UAS 150 - Response Overview	#
Size of selected sample	1600
Completed the survey	1250
Started but did not complete the survey	34
Did not start the survey	316
Response rate	78.13%

Timing Distribution

Additional Information
Sample selection	A custom selection of active English speaking respondents who are not retired divided into three roughly equal sized groups (with only retirement accounts, with retirement accounts AND investment accounts, and with no retirement or investment accounts).
Language(s)	English/Spanish
Field dates	September 06, 2018 to September 26, 2018
Under embargo	No
Average Time	7 minutes