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. 


Find out more

Please ask us for a sample report or have a look at the flier for more details. 

Contact us now

Stay updated

Sign up to the Boring Money
business bulletin

Get monthly snippets of research,
industry developments and consumer feedback.
If you change your mind, you can unsubscribe at any time.