Customer Insights Deck

Boring Money has conducted extensive quantitative and qualitative research into what investors value from asset manager, beyond the more obvious metrics of performance and price.

The syndicated research included:

  • Quantitative and qualitative research with consumers, advisers, asset manager directors, academics and NEDs

This detailed research deck will confirm:

  • What customers actually value - the 4 main pillars of value and the relative importance of these
  • Which elements and measurements of performance are most valued
  • Price insights – relative, absolute and related sentiment
  • ‘Softer’ value metrics
  • Which brands they value and how much
  • How we can measure this
  • Relative components of value

This research is available as a one-off purchase and shares:

  • Qualitative interviews with industry professionals and NEDs
  • Quantitative surveys with over 1,000 retail investors
  • Qualitative interviews with retail investors and advisers
  • Quantitative and qualitative fund analysis
  • Value metrics and measurements

Price: £8,000 + VAT

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We can help you understand your customers' take on value. 

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