Research insights
Proprietary research into how investors, intermediaries and institutions engage with asset and wealth managers.
US advisors have a distinct view of different ETF providers
Each ETF brand has a distinctive identity, research by Fundamental Media shows
US advisors almost exclusively prefer US asset managers
Research by Fundamental Media finds that asset managers who are seen as tried-and-tested and careful-thinkers are preferred
Mobile and desktop use increases among US financial advisors
Fundamental Media’s research among US advisors finds almost three-quarters of advisors still read print publications
French intermediaries prefer qualitative asset managers
Local managers are most often recalled by investment professionals in France
Spanish intermediaries prefer foreign asset managers
Companies perceived as broad are among the favourites, followed by those seen as energetic, analytical, qualitative and a partner
Major international players dominate brand recall in Italy
Italian intermediaries more likely to buy a fund from tried-and-tested and qualitative managers
UK intermediaries prefer personable and energetic managers
Research shows they are also more likely to buy a fund from a manager they perceive as a partner
German investment professionals prefer analytical managers
Research shows they are also more likely to buy a fund from managers who they perceive as a partner
Spanish intermediaries most positive about virtual events
Asset managers were considered to be the best online event organisers
Print readership strong among German intermediaries
A few print publications rank among the top five most-read media
Italy sees strongest interest in ESG among intermediaries
ESG continues to grow across Europe, but nowhere as quickly as in Italy
French intermediaries' social media usage continues to grow
While digital media formats have become more popular, research finds leading print publications still have a good reach