Our Bespoke research capabilities include research to promote client market presence, client branded white papers, competitor benchmarking and satisfaction, strategy quantifying business opportunities, products testing and development as well as market dynamics and shifting trends analysis.
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CoreData Research offers a large variety of reports:
CoreData gathered information from 220 financial advisers between March and April 2014 with the aim of looking at their current and future attitudes towards structured investment. The study examines numerous variables including use, understanding and availability of these products to independent financial advisers in the UK. read more
This research report aims to examine the impact of RDR on advisers’ revenue from a historical basis using current and past data and explains in more detail how advisers are adapting and identifying strategies currently successful and how the advice market might shift as a result of the next stage of RDR in 2016 when trail will be completely banned. read more
This paper provides crucial insights into the way in which investors purchase investment products in the UK, and can be of great use to strategy and marketing teams at asset management firms and other product providers. A choice-based conjoint experiment, which realistically simulates the fund purchasing process, with over 200 investors taking part, serves as the analytical backbone for this paper by estimating the utilities attached to each attribute as well as their importance in the purchasing decision of investors across different market segments. read more
The financial services industry is one driven by sales, and marketing efforts can sometime get lost in the fray when it comes to handing out recognition for success. Defining the role of marketing in asset management and mapping best practice across the business provides marketing with the recognition it deserves. CoreData took the qualitative approach for this research to provide insight and to assist with identifying themes spanning across marketing teams in asset management firms active in the UK. read more
From July 1st 2014, the new Isa or “Nisa” will come into effect and savers will be able to shelter up to £15,000 from tax authorities. This represents an increase of over 30% from the current limit set at £11,520. Not only has the limit increased but rules have been amended so all of the allowance can now be allocated into a cash Isa, something that was restricted to half of the allowance in the traditional Isa model. What does this mean for the Isa industry as a whole and in particular for asset managers active in the space? read more
The debate of passive versus active investing has been on-going in both academic and commercial fields, with no clear consensus on the evidence showing which style of investing is superior in the long run.
This report looks to explain and understand recent trends observed within the asset management industry. It aims to identify the increasing investment allocation to passive investments as a percentage of total assets under management and consider where this demand might shift in the future.
Digital relationships today are significantly more complicated than before – but knowing how this complexity can be navigated is important to making these relationships into productive, intimate exchanges of ideas and building of a brand identity, rather than getting lost in the communications noise. While objectives have tended to remain broadly the same, the required approach has had to change as the online world has.
This research breaks down the backbone of digital engagement to help companies create strategies on a solid infrastructure. read more
As Isa season approaches, Britons around the UK will be shopping around for the most suitable investment vehicle for their savings. This research, involving 3,800 retail investors, presents profiles of individuals and the likelihood of owning a cash Isa or S&S Isa to help reveal the preferred purchasing channels at both a national level and a regional level for S&S Isas.
This identifies whether retail investors purchase Isas directly from an asset manager or whether they prefer to invest through the intermediated channel, either in the form of a financial adviser or through a self-select platform. read more
Estate planning has always been an important aspect of many financial advice businesses, however a number of factors are raising the stakes in terms of just how important estate planning can be in successful financial advisory businesses. Therefore, estate planning is critical – the notion of continuing to grow wealth into the future, beyond the present generation.
This report outlines opportunities for financial advice businesses that abound as the number of HNW individuals in the UK is increasing, despite the tough times Britain has faced since the 2008 financial crisis. read more
Are investors optimistic this year following a 14% rise in the FTSE 100 in 2013? What factors will influence investment decision for the next 12 months? The i-Sight Tracker provides an innovative and leading tool for the enhanced understanding of Britain’s millions of retail investors.
i-Sight is a leading information service and provides insight to assist businesses in assessing likely investor behaviour over a given period. The tool covers 28 different investment types and allows investment companies to track levels of specific fund appeal over rolling six-month periods. read more