Fund Investor Voices

Asset management clients often struggle to get a realistic picture of their end clients, who are primarily intermediated behind either advisers and advice platforms or DIY platforms. With the continued growth of the non-advised segment, lack of understanding of the end consumers can act as both a commercial and a regulatory impediment.

Fund Investor Voices is our flexible research service designed to help asset managers understand retail investors in the UK and identify new opportunities to engage and influence them.

What is included?

Fund Investor Voices is an adaptable research solution that can be used to address a wide range of needs. Whether you need to test communications, explore investor journeys, or benchmark fundholder behaviour, we provide rich qualitative insights through our proprietary panel of real investors.

Direct Insights from Fundholders

The service enables you to hear directly from your fundholders, making it particularly valuable for brands that are heavily intermediated. The service makes use of Boring Money’s unique panel of more than ten thousand investors using investment platforms. It enables you to hear from owners of your competitors’ funds, or even from specific funds or combinations of holdings.

Use cases

For example, you might want to talk to those who hold a fund with your brand but also with a fund from one of your competitors, to understand the differences in brand perception. Alternatively, you might want to understand why holders of a competitor's popular multi-asset fund chose them over a fund from your range.

Available as a stand-alone project or as an ongoing service, Fund Investor Voices gives you the “why” behind the numbers - so you can make confident, evidence-based decisions.