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Consumer Duty - asset managers

Asset managerAsset manager

We have worked with asset managers for over 5 years, producing deep-dive thematic reports, and supporting with bespoke qualitative and quantitative research. Our increasing audience gives us unique insights into what direct investors want, which brands they rate and why. We are currently supporting leading UK brands with strategic projects, customer insights projects, Assessment of Value reports and most recently Consumer Duty.

We can help you:

1. Understand the direct channel

With our annual Online Investing Report and bespoke projects.

2. Track your brand awareness, consideration and sentiment

With our quarterly Fund Investor Tracker.

3. Understand needs, characteristics and objectives of your target market

Using various data sources/bespoke quantitative and qualitative/running customer panels.

4. Quantify and track Value/support AoV

With our quarterly Fund Investor Tracker.

5. Test and refine client communications

With bespoke qualitative and advisory support.

6. Understand customer sustainability needs and preferences

With our Sustainable Savers annual report and bi-annual Sustainable Investor Tracker.

7. Market to a direct audience

On our website, on webinars, in video and in the blog; we will be a distribution partner to Schroders' new sustainable offer.

Need to work out your plan for Consumer Duty?

Download our deck to see how we are working with asset managers today

Join us in person – Retail Investor 2022 – a half day event.

Boring Money is back, live, in action on 28th September 2022 in the City, London, for our half-day conference to bring you all the latest news, insights, data and discussion on all things retail.

We will be hosting a collection of industry experts and speakers to unpack some of the most critical questions for our industry as we manage growth and opportunity, with market downturns, consumer scepticism and increasing regulatory demands.

Sign up today for your limited free place to join us between 8.30am and 1pm.