CD Blogs – burningpants


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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Adviser Fees and Business Models 2015

July 2015

This is CoreData’s fifth annual report of Adviser Fees and Business Models and gives clear insight into how advisers have managed to survive, and ultimately succeed, following the biggest regulatory change in their industry in recent history. read more

Social Media & Client Interaction

June 2015

This report seeks to identify the ways in which advisers are using social media and what aspect of this medium of communication they find most beneficial to the growth of their business. read more

UK Adviser Business Efficiency 2015

May 2015

This year’s report aims to further examine this unintended consequence of RDR which is forcing financial advisers to spend more of their time fretting over paperwork rather than engaging in revenue-generating tasks. read more

Grassroots Report 2015

April 2015

This study seeks to map out current adviser usage across the UK – outlining how different demographics interact with their advisers. This report includes a detailed segmentation of investors, identifying common traits among investors in the UK. read more

Fund Manager Charges

March 2015

The investment management industry needs to do more work around clarity of fees among all investor segments, but particularly among Mass Market and Emerging High Net Worth (HNW) individuals as over four in 10 individuals in each group say charges are not clear. read more

i-Sight 1st Half 2015

February 2015

The purpose behind i-Sight is to provide an innovative and leading tool for the enhanced understanding of Britain’s millions of retail investors. This was conducted across investment classifications by region, sector and asset class. read more

Isa Season 2015

January 2015

This report examines the buying behaviour and intentions of UK retail investors for their 2014/2015 Isa allowance. This will provide insight into what investors will do in the face of these changes as well as provide the traditional analysis around segmented groups of investors and probability around historical Isa ownership and intentions to invest this season. read more

UK HNW Report 2015

January 2015

There are currently just over 501,866 high net worth households within the UK. Data from 750 individuals was used to construct an investment attitude index for five fundamental areas (risk, alternatives, planning ahead, portfolio resilience and financial advice) to provide asset managers thorough insight into the current investment and saving strategies UK HNWs. read more

Sales in Asset Management

January 2015

The approach to this study was qualitative in nature. This methodology was adopted to provide insight and to assist with identifying themes spanning across sales teams in asset management firms active in the UK. The research took the form of semi-structured interviews with heads of retail or intermediary sales in asset management firms. read more

Global Equity Income – Advisers

December 2014

Opportunities for UK based managers to open funds overseas is ripe when it comes to global equity income funds. Asset managers in the UK have begun to recognise the plaudits of searching for global equity income, with many launching products to sit alongside their UK offering. This research uncovers current and future adviser demand for global equity income products. read more

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