CoreData’s Digital Intimacy Report finds people are more likely to take action when allowed to experience the brand on their terms and not have messages pushed onto them. A quarter’s response to online marketing depends on how much they trust the brand in question.

Stocks and shares Isa ownership among women is low. If levels of stocks and shares (S&S) Isas are brought in line with those of males, the industry could see an estimated pot of £8.83bn flowing into these products.

24.5% of people were primarily motivated to start thinking about estate planning by starting a family, 23.1% claimed they had simply reached a certain age, and 14.3% were encouraged to think about estate planning by financial advisers.

28.8% of women and 14.3% of men claim their most trusted adviser on estate planning issues is a family friend.

25.0% of 45-54 year olds and 33.3% of 65-74 year olds say they openly discuss wealth in their families, as well as 61.5% of the 35-44 age group.

Investors believe UK and European shares will dominate the first half of 2014, with sentiment shifting heavily in their favour at the expense of both emerging and frontier markets.



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Annual Direct Investor Research

November 2010

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This study empowers product manufacturers, advice firms and marketers with the insight required to fully understand what warms direct investors to certain factors within an offering and therefore the best strategies to tailor their products to meet the needs of these investors.

The research seeks to deliver product providers an in-depth understanding and quantifiable categorisation of the various types of direct investors operating within the UK financial services industry today.

Through careful information and data collection the study is able to segment direct investors into separate and distinctive groups based largely on the answers provided across a broad range of carefully constructed behavioural and attitudinal questions.

The power of direct investors in the UK is only likely to grow as investors become more educated and comfortable on financial matters and more at ease around technology – partly driven by what we term investor info-lust brought about by improved online access to information and trading markets.

It is imperative therefore for companies (product providers) to have either a strong brand presence, or are able to build their own internal efficient distribution channels, or can partner with leading media or consumer-facing technology groups to boost their product sales.

This report will tell you:

  • Who is going direct? The report covers the demographics and behaviour of self-directed investors.
  • Identification of the financial needs, goals and risk profiles of people in this part of the market.
  • How they buy; why they go direct, what processes they use before investing as well as the triggers behind their specific investment choices.
  • Their investing and trading style, levels of expertise, outcomes and levels of satisfaction with their performance.
  • The report also goes deeper to reveal psychographic typology within this part of the market and identifies any clear subsets that exist within and detailed information as to their attitudes and behaviours.
  • How they buy and form trust with financial services providers.
  • What products and asset types they hold.
  • The size of the direct market and how attractive it is in terms of product holdings, investment amounts and investor numbers.