Ongoing Value Testing
Boring Money has developed a quarterly Customer Value Tracker for fund managers.
We have built this service as a direct result of our research with end consumers and investors about what value means to them – we know that asset managers struggle to understand the end-investor and this is where we can help.
Each quarter we ask over 1,000 investors (both advised and self-directed) to tell us about the funds which they hold as part of their portfolios.
We evidence and track:
How consumers rate you when it comes to value compared to peers, and how this changes over time
What it is that they value and where does your brand fall short - we collect verbatims and feedback as well as data
How you rank when it comes to core pillars of value including performance, price, clarity and service
- Various investor metrics and scores
- A summary report for any board pack and internal reporting
Price: £3,500 per quarter on the basis of an annual subscription.