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Areas of expertise

 

UK advisory/intermediary market

The intermediary market is both transitional and complex. At Research in Finance we have an extensive and detailed understanding of this sector and its many segments. We carry out studies across the whole market with our UKAS 360 report, but also the individual segments including – the Paraplanner report and Discretionary Brand Study. Through many years’ experience and extensive personal contacts within the sector we have a unique view of the decision making process, the market dynamics and flow of money.

We have a range of projects that analyse market appetite, brand perception, media consumption, sales and fund flows, sentiment indicators, risk, satisfaction surveys and positioning.

UK Private Investor Market

As the long term effect of RDR produces more self-directed investors and orphaned clients, there is both opportunity and a potential regulatory requirement to understand more about the market. At Research in Finance we conduct a range of studies into this sector to gather an understanding of product appetite, product suitability, communication effectiveness or brand awareness. This can be conducted within an existing client base or into new prospective markets. We use a variety of methodologies which include focus groups, online surveys or depth interviews.

European intermediaries and fund selectors

As asset managers and service providers look to expand their proposition into Europe, understanding these markets is of course fundamental. We offer a range of projects (either bespoke or syndicated)across a number of different countries assessing brand resonance, product appetite, communication effectiveness and regulation. We offer a multi lingual approach to all our project methodology working on a country by country approach or pan – European.

Institutional market – pension schemes, trustees, workplace savings and consultants

The shift to Defined Contribution and the implementation of auto enrolment has and will continue to have far reaching effects for the UK pensions market. As the industry evolves and the investment landscape changes there is more demand to understand the appetite for particular investment sectors amongst the gate keepers and decision makers within the industry.

We have a variety of projects which will look at all aspects of the UK pensions market from auto enrolment, scheme management, workplace savings and transition management. Also, an assessment of the appetite for different investment themes, brand recall and market awareness.

Latest from RIF

The Wealth Managers Review

24/10/2017

 
The Wealth Managers Review – Out Now
A comprehensive review of the practices and preferences of DFMs and wealth managers in …

Live Products

UKAS 360

A rolling In-depth quarterly study into the UK financial adviser market
Quantitative and Qualitative approach
A review of all the influential segments …

RiF Trade Media Tracker

The Research in Finance media tracker round-up – a report that tells you what the IFA trade press are saying about your business and/or funds. Also, who is advertising, how big are their volumes and what are they actually promoting. In addition does advertising and PR ultimately make a difference to fund inflows?

Past Products

Financial Adviser Outsourcing report

A study to gain deeper understanding to the changes in fund distribution post RDR.
The rise of the use of outsourcing …

European bank assurance project

European bancassurance project

An in-depth research project to discover what makes a great sales aid for the European bancassurers.
What elements are …