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
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
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
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
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
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
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
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
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
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
This study is an annual syndicated study 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 Research has identified eight key determinants influencing the level of savings people have, some of these may have more bearing on certain individuals while others may play no role at all in decision making.
This study will deconstruct each of these eight influences on saving and reveal how they impact consumer attitudes and affect long term savings levels. read more
This report details consumer appetite towards saving through the workplace and their inclination for making use of a corporate platform, when one is made available to them.
The aim of the study is to better understand what role the workplace has in shaping and facilitating attitudes towards saving and investing across different industries. read more
In this study, CoreData Research utilises a measure of managerial efficiency, known as cost efficiency or X-efficiency, to explore the relative efficiency of Britain’s asset management industry, both in terms of its evolution over time and with respect to their competitors. Best practices in the industry and the key drivers underpinning cost-efficiency (or inefficiency) are also identified in this report. read more
With the obligations of the Retail Distribution Review (RDR) almost upon us, after many years in the pipeline, never before have UK financial advisor attitudes been of so much interest.
This report takes an in depth look at British intermediaries and maps out their immediate and medium-term intentions in the post reform landscape. read more
This report is a nationwide breakdown of the client experiences of UK financial services’ customers across a range of product and service areas. read more
This report outlines how adviser pricing models are poised to change in view of the Retail Distribution Review (RDR) and the impact this will have on their business models. read more
The name of the game is transparency.
This research brings to mind some important questions: Where is my company in the transparency list? Does my company practice a sustainable communication relationship with the media? What perceptions do journalists have about my organization and the people belonging to it?
CoreData reveals the answers through the perception of financial journalists who were the respondents of this study. read more
This study seeks to increase understanding of those investors who currently invest in investment ISAs and who plan to allocate more money to this product type going forward. It examines the demographics, behaviour and appetite of those who invest in ISAs, and forecasts expected asset flows into this type of investment. read more
i-Sight is a twice-a-year innovative and leading research tool for the enhanced understanding of Britain’s millions of active retail investors.
With a focus on attitudes towards a broad range of sector and fund types, i-Sight provides insight to assist businesses in assessing and predicting investor behaviour over a given period. read more