Track and monitor investor behaviour, sentiment & trends
Each quarter we survey over 1,500 investors, analysing both market and brand level insights. The Investor Tracker has been designed to help firms keep up-to-date with the latest in investor behaviours, sentiment and intentions.
How has COVID-19 influenced investor behaviour?
Explore both the problems and potential solutions with our FREE whitepaper, based on new quant and qual research with over 1,000 UK fund investors.
What do customers think about the world of finance?
We build you a meaningful picture by blending quantitative data with tailored focus groups, interviews and customer feedback.
Advice Report 2020: An accelerated path to digital adoption
Size the potential advice market, understand changing consumer appetites and trends, and base your business plan on current insights.
Value Assessments 2020: Best practice
With deliberately vague criteria, the FCA has intentionally put the onus on managers to articulate, check and evidence Value. So what does good look like?
Send the right message to customers in crisis
Now is a vital time for investment providers to support their customers with informative content. As the leaders in consumer comms, we can help.
COVID-19
Why consumer research works well in lockdown
Discover the benefits of online qualitative research during isolation, using innovative methods and tech.
WHITEPAPER
How has COVID-19 influenced investor behaviour?
Explore the problems & potential solutions with our FREE quant & qual whitepaper.
SUSTAINABLE
A new census on sustainable investing
Explore how to capitalise on this growing trend and meet client needs in terms of advice, products, and communications.
VALUE
Best Practice in the first cohort of Assessments of Value
COMPARISON
Our new comparison site with calculator launches
To tackle increasing consumer uncertainty, we've released an industry-first comparison site with built-in calculator.
AUA
Online investors more than double over 3 years
Latest figures on Assets Under Administration for the UK DIY investing market, now over £260 billion.
IN THE NEWS
Warning of 'highly disparate' advice service
Only 9% of Brits have a financial adviser - for those who do, the service is a tale of two cities. FT Adviser reports on our research.
IN THE NEWS
One-in-four clients not heard from IFA during virus crisis
Are investors happy with their financial advisors' approach to COVID-19? New Model Adviser reports on our research.
Access the secure site customer journeys of 20+ investment and pension providers in the UK – from risk profiling to payment to reporting.
Journeys
Build a picture of the investment space with regularly updated demographic, behavioural and attitudinal insights from thousands of UK savers and investors.
Data Portal
Each quarter we survey over 1,500 investors, to keep you up-to-date with the latest in investor behaviour and sentiment, analysing market and brand level insights.
Investor Tracker
Some of our clients
We’ve been delighted to have worked with the Boring Money team for a number of years now. Their consumer insights, reports and support with various workshops we’ve held have been vital in bringing further breadth and perspective to our own understanding, ensuring that we as a business are focusing on the right things to support our customers, and giving us a valuable context to our competitor landscape.
Stuart Welch, Global Head of Personal Investing and Advisory,
Fidelity International.
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