We blend quantitative data with tailored focus groups, interviews and customer feedback
to build a meaningful picture of what customers think about the world of finance.
Some of our clients
Factsheets and Disclosure
This year, the spotlight has been firmly shone on whether the industry is doing enough to inform and update its retail investors. The focus needs to shift from lengthy and extensive ‘transparency’ towards clarity.
Boring Money’s report will help any group to get an immediate understanding of what good looks like to a retail customer – and how to focus efforts on the right things to achieve better levels of understanding, clarity – and ultimately – trust.
Value Assessments - Adding the Customer Voice
Boring Money regularly conducts quantitative and qualitative research into what investors value from asset managers, beyond the more obvious metrics of performance and price.
We can help you understand your customers' take on value. Get quantitative and qualitative research with consumers, advisers, asset manager directors, academics and NEDs.
ESG Investing Report Launch 2019
ESG is perhaps the hottest yet most poorly communicated topic in investment circles. As the industry gets stuck in the mud of definitions and complexity, the broader story is not being told well and retail channels report mixed and confused messages about interest and demand.
Boring Money has been researching demand, interest and planned actions from both consumers and advisers.
ESG Investing Seminar
Join industry experts, financial advisers & campaigners for change at our ESG investing seminar.
Our speakers include: Dr Rachel Melsom, Director, UK & Europe at Tobacco Free Portfolios; Euan Stirling, Global Head of Stewardship at Aberdeen Standard Investments; & Dan Kemp, Chief Investment Officer at Morningstar Investments Europe.
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