Quarterly investor insights

Track and monitor investor behaviour, sentiment & trends

Each quarter we survey over 1,500 investors, analysing both market and brand level insights. The Investor Tracker has been designed to help firms keep up-to-date with the latest in investor behaviours, sentiment and intentions.

A few insights from Q2 2020:

This tracker covers:

  • Ownership – products and wrappers
  • Sentiment – confidence and forecasts
  • Intentions – buying/selling plans
  • Brand – awareness and sentiment
  • Value – Quality of Service ratings

   

Investor Tracker is used by:

  • PR teams
  • Fund Boards
  • Marketing teams
  • Proposition teams

Ownership

  

  • Overall investing landscape & advice usage
  • Cash accounts & investments held
  • Approach to passive or active funds
  • Fund types & shares owned
  • Tax wrappers 

  

Sentiment and expectations

  

  • Personal financial situation
  • The UK economy & markets
  • The global economy
  • Investor confidence

  

Intentions

  

  • Asset class preference
  • Active or passive
  • Buying & trading intentions
  • ESG & sustainable plans

 

  

Brand

  

  • Brand awareness of asset managers & platforms
  • Consideration & awareness for future purchase
  • Segmentation by advice usage, age, gender, etc.
  • ESG awareness & intention

  

Value

 

For 30 leading asset management brands:

  • Quality of Service score
  • Relative value ranking to peers
  • Value scores for performance, price & clarity
  • Fund owners' perception of quality of service
  • Fund owners' reasons for fund perception

  

All data can be segmented by age, gender and household income.

The report is delivered on a quarterly basis in PowerPoint.

 

Each quarterly report costs £4,000 as part of an annual subscription.

 

Please ask us about any ad hoc needs or one-off data requests that you may have.

Contact: Janine Menasakanian, Director of Key Accounts

   

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