CD Blogs – burningpants
  • Content on this page requires a newer version of Adobe Flash Player.

    Get Adobe Flash player

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.

Find out more

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.

Find out more

Recent Research Projects

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.

Discretionary Fund Managers 2015
November 2015

This DFM report will outline core discretionary manager considerations such as investment philosophy and their propositions as businesses. Tools and metrics DFMs use to identify strategy are highlighted and current asset allocation splits and attitudes towards different asset classes are also analysed.

Family Office Investing
October 2015

Family offices are of mounting interest to asset managers in a market where groups are aggressively seeking business growth. Family offices have traditionally been viewed as somewhat of an unknown channel, mysterious and hard to penetrate. This research explores the attitudes from a global perspective of these far from homogenous groups.

Investment Platform Study 2015
September 2015

This study is an annually aggregated study aimed at delivering administration providers key insights into the shifting demands of independent financial advisers (IFAs) and comprises an array of empirical data that identifies developing trends in the market.