Research insights
Proprietary research into how investors, intermediaries and institutions engage with asset and wealth managers.
Major changes in behaviour of UK professional investors
Changes in media readership among financial intermediaries in the UK
Understanding local dynamics key for asset managers
Financial intermediaries across Europe are eager to invest in ESG but are less like-minded when it comes to asset class preference
Privacy regulation and consent management for marketers
Gathering the right privacy and investor-type consent is vital for asset managers
How have working habits changed in the face of the pandemic?
New research reveals how the pandemic has shifted the behaviour of European financial advisers
Asset management marketing skill sets vs B2B technology firm
Fundamental research finds asset management marketers have divergent marketing skills compared to marketers at a B2B technology firm like Salesforce
Changes in media usage of European institutional investors
English-language publications are read less by institutional investors in continental Europe
Differences in media trends among European investors
An asset manager's reputation is a more important factor in the first stage of the manager selection process for European institutional investors
The most important brand values for Australian fund buyers
Australian financial intermediaries prefer managers who they perceive as personable with a qualitative approach
Media consumption trends among intermediaries - Singapore
Singaporean investment professionals mainly use mobile devices to access social media
Media consumption trends among intermediaries - Taiwan
Social media and business TV channels are popular in Taiwan, but print publications have a good reach as well
Media consumption trends among intermediaries - Hong Kong
Intermediaries in Hong Kong are increasingly reading financial publications on mobile devices
How best to communicate to institutional investors - France
Asset managers are considered the most reliable source of information by French institutional investors