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Our Services

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.

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Our Reach

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.

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Recent Research Projects

ISA Season 2016
January 2016

The latest report by CoreData into the Isa market examines the buying behaviour of UK retail investors. This report, which surveyed 3,000 investors, shines light on the increased control taken by fund Isa investors in building customized portfolios. In addition, the study explores the challenges facing the industry amid declining subscription numbers and whether upcoming reforms will help rejuvenate the market.

Millennial Investing Habits 2016
January 2016

To hope for any form of success in engaging Millennials, fund managers need to get to grips with new technology and take advantage of advancements in this arena to interact meaningfully with end users – an area the industry has been inherently weak in the past. This report explores potential pool of assets by examining at a grassroots level, the different facets of investing from the point of view of the end investor.

Technological Disruption in Asset Management
December 2015

This report explores this potential pool of assets by examining at a grassroots level the different facets of investing from the point of view of the end investor. It examines the motivations and triggers behind investing and digs further into how investors make their investment decisions and who they are likely to turn to at different stages along their savings journey and through the investment process.

UK Retirement Report 2015
November 2015

This report gives a clear understanding of retail investors’ existing pension arrangements, their grasp of pension saving and their approach to advice and guidance in this regard. It examines how they save for retirement, how much money they expect once they retire and also their understanding of how service providers fit into the equation.