CD Blogs – burningpants


CoreData’s Digital Intimacy Report finds people are more likely to take action when allowed to experience the brand on their terms and not have messages pushed onto them. A quarter’s response to online marketing depends on how much they trust the brand in question.

Stocks and shares Isa ownership among women is low. If levels of stocks and shares (S&S) Isas are brought in line with those of males, the industry could see an estimated pot of £8.83bn flowing into these products.

24.5% of people were primarily motivated to start thinking about estate planning by starting a family, 23.1% claimed they had simply reached a certain age, and 14.3% were encouraged to think about estate planning by financial advisers.

28.8% of women and 14.3% of men claim their most trusted adviser on estate planning issues is a family friend.

25.0% of 45-54 year olds and 33.3% of 65-74 year olds say they openly discuss wealth in their families, as well as 61.5% of the 35-44 age group.

Investors believe UK and European shares will dominate the first half of 2014, with sentiment shifting heavily in their favour at the expense of both emerging and frontier markets.



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UK Investor Fund Selection

May 2014

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

Marketing in Asset Management: Strategy & Collaboration

April 2014

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

Budget 2014: Potential Impact of the New Isa

March 2014

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 Rise of Passive Investments

March 2014

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. read more

Digital Intimacy Report

March 2014

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

Isa Season 2014: Buying Behaviour and Distribution

February 2014

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

HNW Estate Planning

February 2014

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

Investor i-Sight 2014

January 2014

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

Adviser Business Efficiency

December 2013

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

UK Adviser Investment Fund Sentiment

November 2013

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

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