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Our Markets

Research in Finance covers the whole financial services market, with specific expertise in the intermediary, institutional, private investor and insurance sectors in the UK and Europe.

You can find more on the specific market segments we specialise in below. If you can’t see the segment you are interested in researching please get in touch, we have the ability to quickly access key influencers in many other sectors using our extensive network.

CLIENT TESTIMONIAL

“Research in Finance understand the market place very well and continually give good insight into what our clients are thinking and how the market place is changing and developing. The syndicated research is well thought out and delivered and their project work is always delivered on time and on budget.”

RETAIL AND WHOLESALE INTERMEDIARY MARKETS

We draw on relationships built over numerous years to provide unmatched insight into the discretionary, wealth management and advisory markets. Our panels include top influencers making the decisions and placing assets on a daily basis.

From our comprehensive UKAS 360 quarterly study through to specifically targeted reports for clients, we have exceptional access to this market. We can reach people others agencies simply cannot. From fund of fund managers, heads of research at platforms to multi-asset portfolio managers, they speak to RiF regularly.

Our detailed and extensive knowledge of this market and its dynamics, founded on years of experience, has seen us work with some of the biggest investment and asset management brands looking to engage with the decision makers and plan product launches as well as long-term campaigns and strategies.

Our projects include analysis of market appetite, brand perception, media consumption, sales and fund flows, sentiment indicators, risk, satisfaction surveys and brand/product positioning.

INSTITUTIONAL

We access the gatekeepers and decision-makers in the industry and deliver cutting edge insight for the benefit of institutional investors.

Our annual UK Institutional Market Study (UKIMS), launched in 2015, is a rolling project that provides the institutional sector with exceptional insight gathered over 12-month periods. From investment consultants to the scheme managers and CIO’s across both DB and DC to those trustees engaged in investment-related matters and the independent trustees supporting them. RiF have unrivalled access and, more importantly, the trust of this community to improve outcomes for their members.

Our bespoke work for institutional clients has covered a variety of aspects of the UK pensions market including auto enrolment, scheme management, workplace savings and transition management, as well as the assessment of the appetite for different investment themes, brand recall and market awareness.

Private Investor & Consumer

Research in Finance conducts one of the most respected consumer-focused studies, The Retail Customer Interests Study (RCI). This is carried out on a quarterly basis for a group of leading fund managers. This maps consumer trends helping senior management and decision makers to correctly position their products and make the right calls for their businesses. RiF has helped these firms to fulfil and go beyond the requirements of the regulator and improve the perception of the asset management industry as a whole amongst private investors.

Whether for established reports like this or bespoke work for specific clients, we specialise in providing deep-dive evidence and trend analysis, both within an existing client base and amongst new prospective markets. We have an extensive, well-established and expanding range of consumer panels.

We use a variety of methodologies which include desk research, focus groups, online surveys and depth interviews.

Clients have used us for a range of studies into this sector, including gathering an understanding of product appetite, product suitability, communication effectiveness and brand awareness. We have also helped fund managers gather intelligence and engage their direct book of clients that may have come to them before the use of platforms became prevalent. How do these individuals consider the communications from their asset manager and are things as they should be or can they be improved?

Insurance

A subsidiary of Research in Finance, Research in Insurance, offers specialist market expertise and insight into the general and personal insurance sectors, using its own panels of engaged insurance company, broker and risk management professionals.

Research in Insurance is headed up by Managing Director Phil Davison, supported by a team of expert quantitative and qualitative researchers who specialise in the insurance market.

We offer unique, innovative and invaluable market information on the insurance space.

Research in Insurance is helping clients identify new market opportunities and evaluating the existing markets.
Projects often involve segmenting, mapping and analysing the market whilst evaluating and analysing business reputation and performance.

We are able to access product positioning and evaluate opportunities for new concepts alongside development of existing products to increase sales. Helping clients plan and implement marketing and sales strategies. Delivering insight into how effective marketing, communication and sales from firms is whilst defining what “great” marketing looks like. We can also help create quality content for PR purposes based on robust research on topical areas to engage your audiences.

Research in Insurance delivers a series of syndicated studies that help shape the future of the UK Insurance industry, bespoke research around clients’ specific needs and ground-breaking industry reports. The results of which advise, initiates change and inspires innovation.

Europe and North America

Alongside our services to UK companies, Research in Finance is well placed to offer services to the European and North American businesses looking for success in the UK market. Our close links with cross-border and specific market operators mean we can easily access the areas of interest to our clients.

We also offer a range of projects for our UK clients looking to increase their knowledge and understanding of the European and North American markets. We have conducted studies 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.

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