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Fund Investor Tracker

Our Fund Investor Tracker is our core data subscription service for senior professionals in the asset management sector.

Boring Money's Head of Research, Jim Adams, introduces you to the report.

Enquire about this report.

As a subscriber, you’ll get in-depth analysis, brand tracking and forecasting every quarter, from our unique quarterly monitoring of the UK retail fund investor population.

The subscription service is specifically tailored to the commercial needs of asset managers. It focuses on the UK retail investor population, helping your business to understand what customers think, feel and want from your brand.

Our clients use the service as a Value Tracker, helping them benchmark their brand against peers and understand where their brand is succeeding in the eyes of the end customer, and where it can be improved. Many clients also use the data to underpin their Assessment of Value Reports.

Why should you use Fund Investor Tracker?

  • Established methodology

  • Tracking data for over 3 years

  • Bespoke survey questions every quarter

  • Unbiased

  • 100% renewal rate

Our loyal clients

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Evidence-led Insight & Analysis

Our Fund Investor Tracker subscription gives you complete access to our data with our 360 & 360 Plus packages:

  • We provide you with targeted data that's specific to a UK retail investor audience, using a sample of 1,500 adults holding funds.

  • We send this report every quarter, helping you keep informed of all the latest investor attitudes, intentions and opinions.

  • Segmented data to understand the behaviours and attitudes of specific groups of customers. We explore the attitudes of different demographic groups and advised vs. DIY fund investors to track views among different segments of your customer base.

  • Our analysis of brand perception is specifically tailored toward Assessment of Value Report criteria, helping inform your Reporting with real customer data.

  • Data from investors in your funds – our research is both targeted at fund investors, but also carries the necessary sample size to ensure the opinion of your customers are reflected.

Who can benefit the most from this report?

Asset Managers

Bridge the gap between what your customers want and what they're currently receiving.

  • Monitor overall sentiment and buying attention.

  • Understand your customers' pain-points, frustrations and challenges.

  • Use our insights to help shape the kind of funds you want to make in the future.

  • Identify new design points and distribution strategies for your advised and non-advised customers.

  • Benchmark your products using our unbiased analyses and comparisons of over 30 competitor brands.

Marketing managers

Deeper consumer insights for your marketing campaigns

  • Get to know where your brand sits in the market.

  • Learn how to communicate with your prospects and clients more effectively.

  • Discover where your advised and non-advised customers are buying your funds.

Compliance managers

Get independent third-party validation for your compliance processes

  • Use this information for your annual Assessment of Value Report, to strengthen your value proposition.

  • Be better prepared for the upcoming Consumer Duty rules.

Enquire about this report.

Subscriber packages

Get the full Fund Investor Tracker report

To gain access to the full, in-depth data report, contact our research team today for more information.

Retail Fund Investor - free replay

On July 20th, 2022, Holly Mackay and Jim Adams discussed the latest research on fund investors.

Watch the replay below.

Video summary:

  • Investors are more pessimistic about their investments

  • They are planning to invest less and with less risk

  • Sustainable funds are relatively resilient.

  • The average fund investor is significantly wealthier than average

  • 63% of fund investors are men