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 1,000 investors (both advised and self-directed) to tell us about the funds which they hold as part of their portfolios. 

Please ask us for a sample report.

Price: £3,500 per quarter on the basis of an annual subscription.

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:

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