Uncovering the True Voices of 'Lump-Sum Investors' and 'Individual Stock Investors' Among Young Adults Aged 20s–30s

Cross-Marketing Co., Ltd. (Headquarters: Shinjuku-ku, Tokyo; President and CEO: Mikito Igarashi; hereinafter referred to as 'the company') will host a seminar on Tuesday, June 23.

Details and Registration:

https://www.cross-m.co.jp/seminar/20260623-2

■ Seminar Overview

Are you categorizing your asset management customers solely by product ownership—such as 'mutual fund holders' or 'individual stock holders'? In reality, consumers act based on a far more diverse combination of 'investment styles'.

In recent years, amid rising prices and growing concerns about the future, asset management has gained increasing attention, particularly among younger generations.

A deeper analysis reveals significant differences in behaviors, attitudes, perceived anxieties, and satisfaction levels depending on investment style.

In this seminar, based on Cross-Marketing’s latest April 2026 survey targeting individuals aged 20–39, we will classify investment styles into four segments: 'Lump-Sum Investment Only', 'Lump-Sum Main + Individual Investment', 'Individual Investment Main + Lump-Sum', and 'Individual Investment Only'. We will uncover the realities of young people’s asset management—such as investment goals, decision-making processes, and satisfaction differences—and provide actionable insights applicable to marketing and service design.

Please take home valuable tips on how financial and service providers can encourage investment participation among those in their 20s and 30s.

■ Program

Overview of Investment Realities Among 20s–30s

Investment Behaviors by the Four Investment Styles

Approaches Expected from Financial Institutions

Q&A Session

■ Recommended For

Those involved in the development, promotion, or marketing of financial products and services

Individuals at securities firms or banks responsible for retail asset management services

Those facing challenges in acquiring or increasing engagement with young customers (20s–30s)

Those seeking deeper customer understanding to inform product design and marketing strategies

Those aiming to understand the psychological and behavioral barriers of non-investors

■ Financial Research Reports:

https://www.cross-m.co.jp/report/20260526finance

■ Event Details

Title: Uncovering the Unexpected Truths of 'Lump-Sum' and 'Individual' Investors from the 'Asset Management Realities Survey of 20s–30s'
Date and Time: June 23, 2026 (Tuesday) 14:00–15:00

Format: Online seminar via Zoom (pre-registration required). Viewing URL will be sent the day before.

Fee: Free

Details and Registration: https://www.cross-m.co.jp/seminar/20260623-2

Note: Participation may be declined for competing companies.

Moving forward, the company will continue to provide tailored marketing research and solutions as a trusted marketing partner, incorporating diverse methodologies to meet client needs.

【Company Overview】

Company Name: Cross-Marketing Co., Ltd. https://www.cross-m.co.jp/

Headquarters: 24F Tokyo Opera City Tower, 3-20-2 Nishi-Shinjuku, Shinjuku-ku, Tokyo

Founded: April 1, 2003

Representative: President and CEO Mikito Igarashi

Business: Marketing research services and related consulting

■ Inquiries Regarding This Release

Cross-Marketing Co., Ltd. Seminar Office

seminar@cm-group.co.jp