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Research: 2012

Investor i-Sight Attitudinal Barometer 1st half 2013

December 2012

i-Sight is a leading information service and provides insight to assist businesses in assessing and predicting likely investor behaviour over a given period. The purpose behind i-Sight is to provide an innovative and leading tool for the enhanced understanding of Britain’s millions of retail investors. 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

UK Financial Product Distribution Research

November 2012

The elements driving consumers to choose one financial product over another and where they would go when considering investment is key information for any financial institution with an interest in retail distribution. This study of financial product distribution exposes trends in investor behaviour when purchasing financial products and gauges the different factors influencing choice. read more

UK High Net Worth Study

November 2012

Wealth is big news in Britain. Not only are wealthy individuals and families of keen interest to the UK banking and financial services industry, but the British media (read therein the British public) has a seemingly insatiable fascination with wealth (and fame). This report examines the investment traits, risk and financial appetites of UK High Net Worth individuals. read more

UK Investor Behaviour 2012

CoreData Research conducted a study of savers and investors in the UK in order to better understand the attitudes, behaviour and sentiment in the present investment environment. Whether they choose to follow the herd or take a more contrarian view, there are many factors that influence individuals’ investment decisions. People have different goals when investing, as well as a varied list of priorities in mind. These all impact the way they behave and the factors that affect their choices. read more

Asset Allocation & Strategy

October 2012

CoreData Research conducted a global study to gauge retail investor attitudes towards various asset classes and outline their outlook and appetite for these asset types going forward. So aswell as drawing a clear picture of the current investor norm in view of portfolio asset allocation, this report also delves into future plans of their investing activity. read more

Auto Enrolment Report

October 2012

After years of anticipation and debate, auto enrolment has finally begun. To mark such an auspicious occasion, CoreData Research has conducted an analysis of these wide sweeping pension changes, primarily from the perspective of those employees who will be affected; to build a granular understanding of eligible employee behaviour and their reactions in the face of this new reality. read more

UK Wealth Report 2012

September 2012

This report explores wealth in the UK. Primarily, how individuals view wealth and the relative and absolute attitudes of the British public therein. The behavioural aspect of the study is supported by a range of macro data to reveal both the absolute and relative position of UK investors. read more

Execution-Only Platform Study 2012

August 2012

This report assesses the present and future incidence of execution-only platform adoption within the UK's financial advisory industry. Critically looking at the purposes behind advisers who are/plan to use them and the charging structures being used/intended. read more

Pensions & Retirement 2012

July 2012

This study seeks to explore the current appetite to save for retirement, whether this has changed, how comfortable savers feel accumulating funds in specific types of vehicles as well as the typical behaviour around retirement planning. read more

I-Sight Investor Attitudinal Barometer 2nd Half 2012

July 2012

The purpose behind i-Sight is to create an innovative and leading tool for the enhanced understanding of Britain’s millions of retail investors. It’s aim to become leading information service that provides insight to assist businesses in assessing and predicting likely investor behaviour over a given period. read more

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