Research insights
Proprietary research into how investors, intermediaries and institutions engage with asset and wealth managers.
Webinar recap: Performance is expected, but not sufficient
Our latest webinar explored the role of brand in the US intermediary market
US intermediary market dominated by three asset managers
Financial intermediaries recalled 499 unique asset management brands in Fundamental Media's latest research
US advisors’ satisfaction with asset managers on the rise
Nine out of ten advisors are very or quite satisfied with the managers they work with, up from 59% in 2021
Fund promotion accounts for half of APAC advertising
Brand campaigns and insights promotion account for 21% each in Q1 2025, data by Fundamental Monitor shows
Institutional investors on what drives manager selection
Brand in the balance: how institutional investors are rethinking what drives selection
Swiss institutional investors prefer local managers
However, some large international players also have strong positions, research by Aureum Y revealed
Six global players in Dutch institutional investors' top ten
Dutch institutional investors are more open to international managers compared to European peers, research by Aureum Y finds
Dutch institutional investors rely mostly on data providers
Research by Aureum Y finds a high reliance on colleagues and financial media as well
How segmentation fuels institutional marketing success
Deep research and data-driven insights are key to winning institutional business, according to institutional marketers at a recent event
French institutional investors know most asset managers well
French institutional investors are pretty familiar with most asset managers, according to research by Aureum Y, Fundamental Group's research arm.
US institutional market dominated by international players
Discover insights from Fundamental Media's US Institutional Global Brand Survey 2025, including institutional investors' brand perceptions
French institutional investors prefer personalised updates
French institutional investors prefer personalised, transparent updates that focus on their specific needs and objectives, research by Aureum found.