Our bespoke research capabilities include client branded white papers, research to promote client market presence, competitor benchmarking and satisfaction research, strategy work and quantifying of business opportunities, product testing and development and lastly, market dynamics and shifting trends analysis.Find out more
CoreData has offices in Australia, United Kingdom, United States and the Philippines with associates working in Malta, Mexico, Singapore and South Africa. This enables us to conduct syndicated and bespoke research projects across multiple continents and sharing insights on the financial services industry.Find out more
This report outlines core DFM considerations such as investment philosophy and their proposition as a business. It also analyses tools and metrics DFMs use to identify strategy are highlighted and current asset allocation splits and attitudes towards different asset classes. In addition to understanding manager selection, the report also looks at how DFMs like to interact with asset managers and how they would like to receive information. The aim is to give asset managers a better understanding of how to approach these asset influencers.
Financial advisers and asset managers do more than just manage money. They need to manage individuals’ mind sets, goals, hopes and desires across an entire lifetime. But how do they effectively manage these outcomes? This report identifies differing complexities between age segments and forecasts life’s biggest milestones like mortgage eligibility and the longevity of retirement funds. The findings of this study can be used by asset managers to help engage clients along the life curve and emphasize the importance of maintaining one’s quality of life.
In 2016, new market fundamentals and regulatory realities mean it will likely be a situation of survival of the fittest in the platform ecosystem as talk of consolidation grows once again. This research is aimed at delivering administration providers key insights into the shifting demands of independent financial advisers (IFAs). Platforms were benchmarked against 40 service level metrics and also their sized-related peers. These metrics include investment range, fees, service and support, to offer insight regarding which platforms offer advisers the best end-to-end experience.
It’s been widely mooted for the past decade but the time is nigh for the start of a prolonged period of consolidation in the UK investment platforms market. With regulatory change putting further pressure on advisers’ day-to-day business operations, many in the industry believe the winners and losers in the platform space, at least in the short term, will be determined by niche offerings or services. Technological improvements may become the key to further consolidation as updated systems make platform integration faster and simpler.