Consumer Composite Investments (CCI)

In 2026 investment firms will need to transition to a new way of disclosing financial information with a focus on performance, price and risk. The new regime is intentionally less prescriptive, which is creating a degree of uncertainty for firms as they adapt.

Consumer Understanding and Disclosure Issues

Consumer understanding of financial information continues to fall short of the level required to achieve good outcomes. Current disclosure documents such as KIDs are ineffective, failing to engage and educate.

Boring Money has been running quantitative and qualitative research since 2016 to support firms as they seek to improve customer knowledge and outcomes. We are supporting asset managers and investment platforms with the changing CCI rules, using our existing detailed insights and data, and supporting our clients with qualitative testing to ensure the changes made are effective.

Our Mission and Client Support

Our mission is to support better communication and to enable better outcomes for the end investor. Boring Money’s own consumer website and market leading engagement means that our team has first-hand, ongoing experience about successful communication and explanation.

We are proud to support our clients with actionable insights and advisory support, to provide the ‘So what?’ from our research and help firms to improve their disclosures and evidence the better customer outcomes achieved.