Value Assessments - Customer Value Tracker

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 2,000 investors (both advised and self-directed) to tell us about the funds which they hold as part of their portfolios. 

Price: £3,750 + VAT per quarter

Please ask us for a sample report.

What's included?

Every quarter we ask 2,000 fund investors (both intermediated and self-directed) about the value they feel they are being delivered by asset managers, so that you can:

  • Understand how your customers think you are doing when it comes to delivering value
  • Add customer insights into your Board reporting and metrics
  • Understand your relative strengths and weakness and monitor performance


  • 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


We evidence and track:

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.