Cboe Conducts First European Retail Investor Survey; Indicates Strong Demand for European Equity Options and Trusted Financial Education
Cboe Global Markets has released results from its first European retail investor survey, showing strong demand for exchange-traded equity options and financial education. The survey, conducted by Cboe Europe Derivatives (CEDX) and The Options Institute, revealed that 62% of current derivatives users are interested in trading stock options, with capital protection and hedging being primary motivations.
Among derivatives prospects, 54% expressed interest in stock options trading, though 66% indicated they need more basic financial education. In response, The Options Institute plans to expand into Europe in early 2025, offering comprehensive educational resources in multiple languages including English, Spanish, Dutch, and German.
Cboe Global Markets ha rilasciato i risultati della sua prima indagine sugli investitori al dettaglio in Europa, evidenziando una forte domanda per le opzioni azionarie negoziate in borsa e per l'educazione finanziaria. L'indagine, condotta da Cboe Europe Derivatives (CEDX) e The Options Institute, ha rivelato che il 62% degli attuali utenti di derivati è interessato a negoziare opzioni su azioni, con la protezione del capitale e la copertura come motivazioni principali.
Tra i potenziali utenti di derivati, il 54% ha espresso interesse nel trading di opzioni azionarie, sebbene il 66% abbia indicato di aver bisogno di una formazione finanziaria più basilare. In risposta, The Options Institute prevede di espandere la propria attività in Europa all'inizio del 2025, offrendo risorse educative complete in più lingue, tra cui inglese, spagnolo, olandese e tedesco.
Cboe Global Markets ha publicado los resultados de su primera encuesta a inversores minoristas en Europa, que muestra una fuerte demanda de opciones sobre acciones cotizadas y educación financiera. La encuesta, realizada por Cboe Europe Derivatives (CEDX) y The Options Institute, reveló que el 62% de los usuarios actuales de derivados está interesado en negociar opciones sobre acciones, siendo la protección de capital y la cobertura las motivaciones principales.
Entre los prospectos de derivados, el 54% expresó interés en el comercio de opciones sobre acciones, aunque el 66% indicó que necesita más educación financiera básica. En respuesta, The Options Institute planea expandirse a Europa a principios de 2025, ofreciendo recursos educativos integrales en múltiples idiomas, incluyendo inglés, español, neerlandés y alemán.
Cboe Global Markets는 첫 번째 유럽 소매 투자자 설문 조사 결과를 발표했으며, 거래소 거래 주식 옵션과 금융 교육에 대한 강한 수요를 보여주고 있습니다. Cboe Europe Derivatives (CEDX)와 The Options Institute가 실시한 이 설문 조사에 따르면, 62%의 현재 파생상품 사용자들이 주식 옵션 거래에 관심을 보였으며, 자본 보호와 헤징이 주요 동기입니다.
파생상품 잠재 고객 중 54%가 주식 옵션 거래에 대한 관심을 표명했지만, 66%는 더 기초적인 금융 교육이 필요하다고 응답했습니다. 이에 따라 The Options Institute는 2025년 초에 유럽으로 확장할 계획이며, 영어, 스페인어, 네덜란드어 및 독일어를 포함한 다국어로 포괄적인 교육 자료를 제공할 예정입니다.
Cboe Global Markets a publié les résultats de sa première enquête auprès des investisseurs de détail en Europe, montrant une forte demande pour les options sur actions négociées en bourse et l'éducation financière. L'enquête, réalisée par Cboe Europe Derivatives (CEDX) et The Options Institute, a révélé que 62% des utilisateurs de dérivés actuels s'intéressent à la négociation d'options sur actions, la protection du capital et la couverture étant les principales motivations.
Parmi les prospects de dérivés, 54% ont exprimé de l'intérêt pour le trading d'options sur actions, bien que 66% ait indiqué qu'ils ont besoin d'une formation financière plus basique. En réponse, The Options Institute prévoit de s'implanter en Europe début 2025, offrant des ressources éducatives complètes dans plusieurs langues, y compris l'anglais, l'espagnol, le néerlandais et l'allemand.
Cboe Global Markets hat die Ergebnisse seiner ersten Umfrage unter europäischen Privatinvestoren veröffentlicht, die eine hohe Nachfrage nach an der Börse gehandelten Aktienoptionen und finanzieller Bildung zeigt. Die Umfrage, die von Cboe Europe Derivatives (CEDX) und dem Options Institute durchgeführt wurde, ergab, dass 62% der aktuellen Derivate-Nutzer an Aktienoptionsgeschäften interessiert sind, wobei Kapitalerhalt und Hedging die Hauptmotivationen sind.
Unter den potenziellen Derivate-Nutzern äußerten 54% Interesse am Handel mit Aktienoptionen, während 66% angaben, dass sie mehr grundlegende finanzielle Bildung benötigen. Als Reaktion darauf plant das Options Institute, Anfang 2025 nach Europa zu expandieren und umfassende Bildungsressourcen in mehreren Sprachen, einschließlich Englisch, Spanisch, Niederländisch und Deutsch, anzubieten.
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- Survey suggests strong interest in exchange-traded equity options from both current retail European derivatives investors and non-derivatives investors
- European retail investors' primary motivations in options trading include capital protection and hedging
- Investors overall said they want more dependable financial and options education
- As part of Cboe's ongoing efforts to unlock greater retail participation in options, The Options Institute – Cboe's education arm – plans to expand its presence into
Europe in early 2025
Overall, the survey reveals a strong interest among European retail investors in utilising exchange-traded options for risk management along with a clear need for education, highlighting an opportunity for the industry to address this demand. CEDX has been working with The Options Institute on ways to bring more awareness of financial markets and derivatives products to the European retail investor community and together plan to offer a comprehensive suite of educational resources in
The survey aimed to gain insights into current retail investing preferences in
Survey participants were segmented into three categories: current derivatives users; participants interested in derivatives but who do not currently trade them (derivatives prospects) and participants that do not have a desire to trade derivatives. Key findings of the survey include:
Derivatives Users:
62% are interested in trading options contracts with stocks/shares as the underlying;61% said they would take an advanced course to learn more about options;47% said that capital protection is their top strategy for options, followed by hedging (35% ) and risk reversals (33% );41% said they would seek education from exchanges.
Derivatives Prospects:
54% of those aware of options are interested in trading them with stocks/shares as the underlying, though66% said that they would need more basic financial education before taking that interest any further;64% said they wish they had more dependable sources of education around investing;39% said they would seek education from exchanges;- 61% said that understanding options trading strategies is the options topic they are most interested in learning about, followed by risk and portfolio management (
53% ) and options basics (45% ).
Launched in 2021, CEDX is a pan-European derivatives marketplace and offers equity index derivatives and more than 320 equity options on leading companies from 14 European countries. CEDX's mission is to grow European derivatives markets through a modern, efficient and pan-European ecosystem that lowers barriers to entry for institutional and retail investors. Earlier this year, Interactive Brokers joined the exchange as a participant and now provides its clients with access to CEDX's range of offerings, representing a significant milestone on its journey to improve the ability of individual and institutional investors to access European derivatives, particularly options.
Iouri Saroukhanov, Head of European Derivatives, Cboe Europe, said: "Cboe has witnessed firsthand the growing influence of retail investors, especially in US options, and these survey results demonstrate European markets are on the cusp of transformation by this community if the significant demand that exists for exchange-traded options can be effectively unlocked. CEDX has been striving to lower traditional barriers to entry by creating a more efficient, simpler, and lower cost pan-European derivatives exchange. However, more needs to be done to cultivate an investing culture among European retail investors and provide the necessary resources for them to start trading. Therefore, we are thrilled that The Options Institute will offer educational courses to European retail investors starting early next year, helping to address the limited access these investors have had to direct options education compared to other regions."
Alexandra Szakats, Head of The Options Institute at Cboe, said: "Access to meaningful and digestible education has played a pivotal role in the growth of options adoption in the US, particularly among retail investors. This survey demonstrates a tremendous opportunity for similar growth in European markets with Cboe being well-positioned to provide a wide set of educational resources that allow retail investors to make more informed decisions. The Options Institute is excited to expand into
The Options Institute has been providing best-in-class investor education on the responsible use of options and trading strategies in the US for more than 35 years. The Options Institute will look to build upon its efforts in the US and will offer derivatives and financial education through on-line courses, on-demand offerings and an options knowledge center to European investors. Courses often feature speakers from The Options Institute's Adjunct Faculty Program. Programming is available in English and Spanish with Dutch and German resources expected to launch in early 2025.
The European retail investor survey, and follow-up focus group discussions, were conducted between June and August of 2024. The participants included 5,058 retail traders across
For additional information, please contact the CEDX sales team or The Options Institute.
About Cboe Global Markets, Inc.
Cboe Global Markets (Cboe: CBOE), the world's leading derivatives and securities exchange network, delivers cutting-edge trading, clearing and investment solutions to people around the world. Cboe provides trading solutions and products in multiple asset classes, including equities, derivatives and FX, across
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FAQ
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