DIY Investments in 2021 - insights and data for business planning

In our final report for 2020, Boring Money aims to equip investment providers with essential consumer insight to help inform strategy and execution plans in 2021

 

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A new census on sustainable investing

Explore what providers can do to capitalise on this growing trend and how best to meet client needs in terms of advice, products, and communications.

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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.

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Assessment of Value – How Boring Money Can Help You

In 2020, we've helped over 10 leading global and UK asset management brands to understand precisely what investors value - including how they define and measure 'Quality of Service' - and translated this into clear and meaningful recommendations.

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Featured News & Reports

Our latest research & press activity

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.

FIND OUT MORE

DIY Investment in 2021
Insights and data for business planning

In our final report for 2020, Boring Money aims to equip investment providers with essential consumer insight to help inform strategy and execution plans in 2021

FIND OUT MORE

LATEST PRESS RELEASE
DIY investing accounts forecast to rise by 16.4% in 2021

These predictions build on 2020, which has been a year of £AUA growth, all-time highs for customer accounts and higher trading volumes than seen before.

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ASSESSMENTS OF VALUE
A comprehensive report on 2020 Best Practice

Created to help asset managers produce, review and improve their Value Assessment statements.

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SEGMENTS
Understand the 6 types of sustainable investor

Investment week: Head vs heart. Which type are you? Based on research with 6,000 people.

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OPPERMAN
Engage with pensions to save the planet

Money Marketing: Pensions Minister takes a stand for sustainable investing

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ASSET MANAGERS
Baillie Gifford among groups offering 'most useful' AoVs

Investment Week: Asset Managers 'marking own homework' after just 3% of funds not delivering value

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INVESTORS
Growing investor interest in ESG

Morningstar: Digital Investment Conference

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Videos & Content

Recent market updates & client work

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Regularly updated industry stats & competitor insights


 
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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