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



  • 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




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





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




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


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.