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CoreData Research offers a large variety of reports:
The investment management industry needs to do more work around clarity of fees among all investor segments, but particularly among Mass Market and Emerging High Net Worth (HNW) individuals as over four in 10 individuals in each group say charges are not clear. read more
The purpose behind i-Sight is to provide an innovative and leading tool for the enhanced understanding of Britain’s millions of retail investors. This was conducted across investment classifications by region, sector and asset class. read more
This report examines the buying behaviour and intentions of UK retail investors for their 2014/2015 Isa allowance. This will provide insight into what investors will do in the face of these changes as well as provide the traditional analysis around segmented groups of investors and probability around historical Isa ownership and intentions to invest this season. read more
There are currently just over 501,866 high net worth households within the UK. Data from 750 individuals was used to construct an investment attitude index for five fundamental areas (risk, alternatives, planning ahead, portfolio resilience and financial advice) to provide asset managers thorough insight into the current investment and saving strategies UK HNWs. read more
The approach to this study was qualitative in nature. This methodology was adopted to provide insight and to assist with identifying themes spanning across sales teams in asset management firms active in the UK. The research took the form of semi-structured interviews with heads of retail or intermediary sales in asset management firms. read more
Opportunities for UK based managers to open funds overseas is ripe when it comes to global equity income funds. Asset managers in the UK have begun to recognise the plaudits of searching for global equity income, with many launching products to sit alongside their UK offering. This research uncovers current and future adviser demand for global equity income products. read more
DFMs are now firmly at the epicentre of fund selection and it is essential for asset managers to understand how they operate and what makes them choose or eliminate a manager from their selection process. The report presents insights into how this growing market of asset influencers is behaving and evolving in order to help asset managers best understand how to interact with them with greater degrees of success. read more
Generating income remains a priority for investors across the globe, however doing so is not as easy as it once was. This research was conducted by CoreData to uncover current and future investor demand for global equity income products. CoreData surveyed investors from 16 countries, with the samples ranging from 350 to 500 investors per country to gauge not only demand for these products but also to discover the triggers they use to select the appropriate global equity income product for them. read more
The UK Investment Platform Study is an annual syndicated research 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. read more
CoreData finds that from an adviser point of view, most of the money that would have gone into annuities will now mostly be flowing to income drawdown products with a tenth going to income funds. read more