2. Who is E*Trade?
Online self-brokerage stock corporation, founded in
1982
Investors are self-directed and can buy/sell bonds,
stocks, etc. via electronic trading platforms or
by telephone
Current Tobins Q of 0.14
3. Who are Millennials?
Born between the early 1980s and early 2000s
Considered to be confident, self-expressive, tolerant and
the most open to change
On track to be the highest educated generation of all
time
The Me Generation
4. Millennials and Their Money: A Love
Story
Only 13% of millennials prefer to invest
The recession has ended, but the mindset hasnt
Now is the perfect time to buy
5. How to Bring Them Together
On average, millennials spend 18 hours a day
consuming media
71% state social media as a top priority
They trust content created by their peers 40% more than
traditional ads
Involve real life millennial E*Trade members to create a
relationship built on trust
8. Outcome of Campaign
Raise Tobins Q from 0.14 to 0.25 by end of 2016-2017
fiscal year
Lower perceived risk of investment
Begin to set millennials up for a comfortable retirement