Investor Sentiment Tracking Using Synthetic Augmentation

Executive Summary

A global asset management firm was seeking real-time insights into retail investor sentiment toward a new ESG-focused investment product. But traditional research methods faced two roadblocks: the target audience (young, digitally savvy retail investors) was notoriously difficult to reach, and market attitudes were shifting rapidly.

To solve this, DataDiggers delivered a hybrid methodology that combined verified survey data from its proprietary panels with synthetic augmentation powered by Syntheo and Correlix. The result? The client gained rapid, cost-efficient, and accurate sentiment tracking—supporting internal forecasting models and guiding product launch messaging.

Client Challenge

The client—a multi-billion-dollar investment management firm—needed to:

• Track short-term changes in investor sentiment toward sustainable investment strategies.
• Access younger, digitally native investors across five markets (USA, UK, Germany, India, and Brazil).
• Launch and iterate insights in weekly sprints, in line with fast-paced market fluctuations.

Traditional panel-only research faced:

• Feasibility limitations due to narrow incidence rates.
• Delays in fieldwork turnaround.
• Cost overruns from repeated sample boosts and recontact attempts.

DataDiggers’ Solution

✅ Step 1: Grounded Quantitative Survey via Brainactive

We started with a traditional, high-integrity study using Brainactive, our DIY research platform. The survey:

• Targeted real panelists aged 25–45 with active brokerage accounts.
• Covered perception of ESG funds, expected returns, risk tolerance, and thematic trust.
• Leveraged MyVoice, our proprietary panel network, and Research Defender fraud screening.

This initial dataset served as the ground truth for synthetic expansion.

🔁 Step 2: Synthetic Persona Expansion with Syntheo

Using the grounded results, we activated Syntheo, our AI-powered persona engine, to:

• Model sentiment patterns for hard-to-reach investor segments, including low-frequency traders and crypto-native investors.
• Generate synthetic insights across additional markets and micro-segments, such as “first-time ESG investors” and “mobile-only traders.”

Syntheo allowed our client to explore early indicators of sentiment shifts without waiting for sample availability.

📊 Step 3: Statistical Augmentation & Simulation via Correlix

We then used Correlix to:

• Expand the dataset statistically, ensuring bias correction across variables like geography, income, and experience.
• Simulate weekly sentiment trend forecasts based on current news exposure, platform usage, and risk-on/risk-off triggers.

Correlix delivered privacy-safe, bias-adjusted synthetic data modeled on real-world investor behavior, enhancing both volume and scenario readiness.

Business Impact

This approach allowed the client to:

• Anticipate messaging pivots weeks before competitor response.
• Simulate investor response to ESG regulation headlines and geopolitical shifts.
• Equip product, marketing, and PR teams with a real-time pulse on investor confidence.

Why It Worked

✅ Scientific Validity
Our insights were anchored in real panelist data, then carefully modeled using statistically robust synthetic augmentation techniques through Correlix.

✅ Segment Precision
With deep investor profiling and over 70+ attributes per panelist, we ensured every synthetic extension mirrored genuine investor logic.

✅ Speed at Scale
Combining Brainactive’s automation with Syntheo and Correlix gave the client the power to launch and iterate insights at the speed of the market.

✅ Data Integrity
ISO 20252:2019 compliance, GDPR adherence, and multi-layer fraud detection ensured full trust in both real and synthetic data inputs.

Final Takeaway

This case proves that synthetic augmentation isn’t a replacement—it’s an intelligent multiplier. When paired with high-quality panel data, AI-driven solutions like Syntheo and Correlix unlock access to segments and signals you couldn’t reach before—faster, cheaper, and with surprising accuracy.

If you’re looking to track emerging sentiment, test scenarios, or extend insights where real data is scarce, DataDiggers is your partner for smarter, future-ready research.