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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We deliver high quality insights.
CoreData Research offers a large variety of reports:
This DFM paper will outline core discretionary manager considerations such as investment philosophy and their proposition as a business. The aim of the report is to gather insight 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
This research was conducted by CoreData uncover current and future investor demand for global equity income products. This is the first in a two-part report into demand for global equity income. The second report will look at adviser appetite for these products and will be published towards the end of 2014. 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
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
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