All Publications
Beyond Access: A Look Into the Drivers of Long-term Financial Health
Through a combination of qualitative interviews, customer surveys and analysis of data from over 3.6 million Nubank customers, this research gathered a rich set of insights to inform how we can collectively close the gap between account access and a sense of sustainable financial security and health.
Savings and Financial Health
This meta-study explores findings from the savings literature that relate to the key elements used to define financial health, and explores whether they indicate that savings contribute to financial health.
Measuring Financial Health: Concepts and Considerations
This note provides financial sector policymakers with a discussion of the technical concepts relevant to financial health measurement. The purpose is to explain and demystify the various approaches for a non-technical audience, drawing on existing experiences and the state of the art.
Delivering Financial Health Globally: A Collection of Insights, Approaches and Recommendations
This white paper aims to create a baseline from various discussions on financial health and builds an evidence base from the work done by institutions and individuals globally.
Financial Diaries: Financial Health of Low and Medium-Income Households During COVID-19 Pandemic
In order to understand how low and moderate income people were doing during the COVID-19 pandemic, BRAC Microfinance conducted financial diaries research with 273 households from different earning categories.
The Gig Economy and Financial Health: A Snapshot of Malaysia and China
This study explores the landscape of the gig economy in Malaysia and China, focusing on the financial concerns and well-being of gig workers.
Gallup Global Financial Health Study Key Findings and Results
This study provides a new metric to measure perceived financial control - the extent to which people perceive they are in control of and can influence their financial situation, an important and complementary dimension within the umbrella of financial health.