Family Office Investing

CoreData Research conducted an attitudinal study of family offices with the aim of understanding the collective mindset of this traditionally shy, perceived to be opaque and not-well known segment of the market.

Discretionary Fund Managers 2015

CoreData’s latest findings on the appetite for advisers to outsource their investment proposition showed almost 43% of advisers expected to outsource some or all of their investment responsibilities by the end of 2014.

UK Retirement Report 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.

Technological Disruption in Asset Management

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.



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Latest Research

CoreData Research  offers a large variety of reports:

Future Finances

August 2016

Financial advisers and asset managers do more than just manage money. They need to manage individuals’ mind sets, goals, hopes and desires across an entire lifetime. But how do they effectively manage these outcomes? This report identifies differing complexities between age segments and forecasts life’s biggest milestones like mortgage eligibility and the longevity of retirement funds. The findings of this study can be used by asset managers to help engage clients along the life curve and emphasize the importance of maintaining one’s quality of life. read more

Investment Platforms 2016

July 2016

In 2016, new market fundamentals and regulatory realities mean it will likely be a situation of survival of the fittest in the platform ecosystem as talk of consolidation grows once again. This research is aimed at delivering administration providers key insights into the shifting demands of independent financial advisers (IFAs). Platforms were benchmarked against 40 service level metrics and also their sized-related peers. These metrics include investment range, fees, service and support, to offer insight regarding which platforms offer advisers the best end-to-end experience. read more

Platform Consolidation

July 2016

It’s been widely mooted for the past decade but the time is nigh for the start of a prolonged period of consolidation in the UK investment platforms market. With regulatory change putting further pressure on advisers’ day-to-day business operations, many in the industry believe the winners and losers in the platform space, at least in the short term, will be determined by niche offerings or services. Technological improvements may become the key to further consolidation as updated systems make platform integration faster and simpler. read more

UK Fintech

July 2016

Fintech firms — usually small, start-up companies using innovative software solutions to offer an array of financial services — are spreading like a virus and threaten to infect the entire financial system. The question now is whether traditional market sectors such as banking and financial advice will have the resistance to fight – or embrace – the fintech virus or otherwise succumb to the disruption it brings. This paper will look at the growth of the sector and how it has been supported by a progressive regulatory regime. read more

UK HNW Research

June 2016

2016 has not been smooth sailing for the financial services industry, much less the investors who rely on it. Many events have contributed to this situation, including but not limited to: concerns over monetary policy, worries about Chinese growth rates, emerging markets, geopolitical instability and the rise of populist politics. This report seeks to investigate these perceptions by focusing on the upper echelon of the investor spectrum, high net worth (HNW) investors who have net investable wealth exceeding £1 million. read more

Adviser Investment Strategy

May 2016

In the face of the increased volatility in 2016, this report seeks to reveal what products financial advisers in the UK are currently recommending. Do recommendations differ according to the size of an adviser's business? Does the prevalent age or wealth of the adviser's client base influence their choices? Understanding the products currently being endorsed by advisers can help product providers engage more effectively with their target market. read more

Adviser Business Strategy 2016

April 2016

Financial advisers in the UK have been through the mill, with regulation forcing them to re-think their business model. They’ve had to consider the value-add they bring to the table and highlight the importance of the service they provide their clients. Winning new business in an environment where trust of financial institutions tends to be thin on the ground is a further battle. This report will seek to identify the strategy advisers are setting forth both from a commercial point of view as well as that of investment strategy. read more

Active Management

April 2016

The latest report by CoreData Research examines the attitudes of UK advisers toward active and passive investment in light of the market turmoil which erupted at the start of 2016. While the low-cost appeal of passive investments found favour with advisers and investors alike in the post-RDR world, our study, which surveyed 429 advisers, finds that advisers now strongly favour active over passive for a variety of investment objectives and strategies. read more

Pension Report 2016

March 2016

From auto-enrolment to pension freedoms, the pensions industry has undergone huge upheaval in the past few years. The latest report by CoreData Research into the pension sector examines the attitudes of UK advisers toward pension reforms ahead of the March Budget and also looks at broader trends and issues in the retirement market. The study reveals a large proportion of advisers are against an overhaul of pension tax relief and also highlights widespread concern about the UK’s ageing population. read more

The Return of Commission

February 2016

The FCA has certainly ruffled a few feathers early in 2016 by refusing to rule out a return of sales commission to advisers in some guise. Commission is often seen as one of the filthiest words and many feel it led to misselling in the financial advice market in the past, but could a well-regulated return save many adviser businesses who are struggling in a purely fee-based environment? This report looks at the appetite from advisers for the return of commission as well as the segments of the market which are likely to benefit from the change. read more

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