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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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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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Latest Research

CoreData Research  offers a large variety of reports:

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

UK Institutional Investor Research

February 2016

While it may be too early to declare yet another paradigm shift, there is no doubt that the first few months of 2016 have ushered in a year of very unstable and volatile markets. This report aims to zero in on how institutional investors are coping with the changing environment; their evolving perspective on active and passive management, alternative investments, the use of LDI and their opinion on themed investment analysis such as environmental, Social and Governance (ESG) factors. read more

ISA Season 2016

January 2016

The latest report by CoreData into the Isa market examines the buying behaviour of UK retail investors. This report, which surveyed 3,000 investors, shines light on the increased control taken by fund Isa investors in building customized portfolios. In addition, the study explores the challenges facing the industry amid declining subscription numbers and whether upcoming reforms will help rejuvenate the market. read more

Millennial Investing Habits 2016

January 2016

To hope for any form of success in engaging Millennials, fund managers need to get to grips with new technology and take advantage of advancements in this arena to interact meaningfully with end users – an area the industry has been inherently weak in the past. This report explores potential pool of assets by examining at a grassroots level, the different facets of investing from the point of view of the end investor. read more

Technological Disruption in Asset Management

December 2015

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. It examines the motivations and triggers behind investing and digs further into how investors make their investment decisions and who they are likely to turn to at different stages along their savings journey and through the investment process. read more

UK Retirement Report 2015

November 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. It examines how they save for retirement, how much money they expect once they retire and also their understanding of how service providers fit into the equation. read more

Discretionary Fund Managers 2015

November 2015

This DFM report will outline core discretionary manager considerations such as investment philosophy and their propositions as businesses. Tools and metrics DFMs use to identify strategy are highlighted and current asset allocation splits and attitudes towards different asset classes are also analysed. read more

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