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How Does the Wells Fargo/Gallup Investor and Retirement Optimism Index Work?

Measures U.S. Investors' Outlook on Their Finances and the Economy

What is the Wells Fargo/Gallup Investor and Retirement Optimism Index?

The Wells Fargo/Gallup Investor and Retirement Optimism Index is a broad measure of U.S. investors' outlook on their finances and the economy. The index measures investors' views on their future income and investment performance, as well as their expectations for economic growth, unemployment, stocks, and inflation. The Wells Fargo/Gallup Investor and Retirement Optimism Index is an enhanced version of Gallup's Index of Investor Optimism, which provides historical trends dating back to 1996.

Gallup analyzes results from the index each quarter based on all investors, which includes retired and nonretired investors. Approximately seven in 10 investors surveyed are not retired, and approximately three in 10 are retired investors.

For this survey, Gallup defines the American investor as a male or female adult in a household with total investments of $10,000 or more. These investments can be in stocks, bonds, or mutual funds in an investment account or in a self-directed IRA or 401(k) retirement account. About two in five American households that Gallup surveys for the index have at least $10,000 in investments.

How are interviews for the Wells Fargo/Gallup Investor and Retirement Optimism Index conducted?

Gallup screens for U.S. investors (those with $10,000 or more in investments) using a nationally representative sample of U.S. adults aged 18 and older living in all 50 states and the District of Columbia using a dual-frame design, which includes both landline and cellphone numbers. Gallup samples landline and cellphone numbers using random-digit-dial methods. Gallup chooses landline respondents at random within each household based on which member had the next birthday. Each sample of national adults includes a minimum quota of 70% cellphone respondents and 30% landline respondents, with additional minimum quotas by time zone within region. Gallup conducts interviews in Spanish for respondents who are primarily Spanish-speaking.

How many people are interviewed as part of the Wells Fargo/Gallup Investor and Retirement Optimism Index?

Gallup interviews approximately 1,000 investors each quarter for the Wells Fargo/Gallup Investor and Retirement Optimism Index.

How often are the Wells Fargo/Gallup Investor and Retirement Optimism Index interviews conducted?

Gallup has been interviewing investors quarterly for the Wells Fargo/Gallup Investor and Retirement Optimism Index since 2011.

Are the Wells Fargo/Gallup Investor and Retirement Optimism Index samples weighted?

Yes, Gallup weights samples to correct for unequal selection probability, nonresponse, and double coverage of landline and cellphone users in the two sampling frames. Gallup also weights its final samples to match the U.S. population according to gender, age, race, Hispanic ethnicity, education, region, population density, and phone status (cellphone only, landline only, both, and cellphone mostly). Demographic weighting targets for the U.S. are based on the most recent Current Population Survey figures for the aged 18 and older U.S. population. Phone status targets are based on the most recent National Health Interview Survey. Population density targets are based on the most recent U.S. Census.

Where can I find results from the Wells Fargo/Gallup Investor and Retirement Optimism Index and learn more about the survey?

Gallup reports in-depth findings from the Wells Fargo/Gallup Investor and Retirement Optimism Index on Gallup.com. Sign up for Gallup News alerts to get these articles as soon as they are published.

For questions about how this survey is conducted, please contact galluphelp@gallup.com.

Gallup


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