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CoreData Research offers a large variety of reports:
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
It seems clear that the introduction of the RDR legislation has had a major effect on how advisers think about and run their businesses, but it remains to be seen how far this has impacted the time they have available to provide an internationally competitive service. This report indicates, that post-RDR, advisers' administrative and compliance-related workloads are very high - in fact, they are the highest of any country whose advisers we spoke to. Specifically, this study looks at adviser business practices, the challenges they face and their plans for the future, including their feelings about regulatory and competitive pressures. read more
Do financial advisers/planners add value to my investment portfolio and the subsequent portfolio returns? Implicit within the question is whether advisers and investors act any differently, that is, are advisers advantaged by more expert knowledge of the industry and demonstrate more suitable investment behaviour? This paper seeks to identify if advisers and the general retail market as a whole exhibit these so called behavioural setbacks. This research is also keen to answer the question of whether advisers are reactive to short-term returns, influenced by recent headline data, or instead proactive, and able to identify where future, and for the purposes of this exercise, short-term investment returns may be generated. read more
As the dust settles from the impact of the Retail Distribution Review (RDR), it appears the opportunities stemming from the launch of a non-advised execution-only service are growing for financial advisers in the UK. The execution-only market has remained largely unchanged since the implementation of RDR, but all these factors could still see the goalposts move for advisers operating in the transaction-only space. With these pressures remaining, perhaps the big question is whether execution-only will compete with the traditional IFA business model, complement it, or sit somewhere in the middle of the two? read more