What we do

investment-trends-intersects

As the three interlocking spheres of our logo suggests, our work at Investment Trends operates at the intersect of three vital and complementary variables:

  1. A unique skill set, that enables...
  2. A complete industry view, to identify...
  3. High impact target areas.

Each of these variables are made possible through a deeper set of three intersections:

  • Our unique skill set combines: research skills, technological excellence and industry knowledge
  • Our complete industry view covers: investors, intermediaries and manufacturers
  • Our identified high impact target areas are characterised by: high value at stake, with rapid structural change, in a hugely complex market.

We believe that deep insights lay at the centre of all of these intersects. Identifying and understanding these intersects delivers deep insights research that allows our clients to:

  • Acquire more customers
  • Retain more of their existing customers
  • Increase revenue per customer
  • Prioritise technology and process investments
  • Compete in the areas with the greatest strategic value
  • Achieve high NPS and customer satisfaction by investing in the right parts of their product and service proposition

 

Custom Research Projects

Our high degree of industry knowledge and our very large sets of data allow us to develop highly effective custom research for our clients – often delivering these faster, cheaper and deeper than traditional research houses can achieve. We have delivered custom research across every aspect of the financial services industry, from complex financial structures and products to Value Proposition testing, client and service benchmarking, competitive gap analyses and more.

Examples of custom research projects recently undertaken:

  • We helped a client assess the viability of developing an online financial planning tool, by measuring interest levels, demographic and attitudinal interest levels, barriers to adoption and catalysts to maximise adoption.
  • We worked with a CEO and CMO to undertake a “deep dive” market-relative satisfaction examination of their client base to identify the highest investment return opportunities and measure return on that investment.
  • We have helped many clients understand and explore M&A opportunities.
  • We undertook a deep examination of a wealth manager’s multiple advice brands to help align their value and service proposition to the segments each of those brands seeks to target.

Client Experience Optimisation

The difference between reasonable performance and great performance now drives larger outcome differentials than ever before. The CEO Program provides monthly feedback on your performance to help your team optimise your customer touch points for maximum effect. This Program tracks existing and potential clients’ experience with your website, experience with your call/contact centre and onboarding experience, as well as ongoing client experience and cross product purchase intentions. Perhaps more importantly, all this insight is produced not just through a view of what your clients are doing and feeling, but what competitors’ clients are experiencing across the same set of benchmarks, allowing executives to constantly “tune” their business performance for optimal return on investment.

Using this Program, you can:

  • Better understand reasons for existing client attrition
  • Understand which parts of your business you need to focus on
  • Drive better customer satisfaction and NPS
  • Maximise client retention
  • Maximise cross sell

Key Industry Reports

Our large scale syndicated industry research is delivered  through our Key Industry Reports. While each of these reports globally is summarised below, our methodology is consistent across them all:

  1. We source very large data sets from wide and truly representative pools of respondents. These data sets include our own panel that has been built since our inception in 2003, as well as respondents from our clients, media companies, industry bodies and exchanges.
  2. We apply advanced statistical techniques to this data to ensure it perfectly represents the industries, the client segments and the behavioural and demographic characteristics of the markets we are researching.
  3. We use highly senior and experienced industry experts to analyse the resulting data, ensuring the deep insights we produce for our clients don’t just read back what the data says, but explore what it says, what it means, how it affects the industry and our clients, how it has played out over history and is likely to play out in the future.
ESG Report
This report uncovers the appetite for ESG investing among consumers and financial planners, highlighting the awareness, use and appetite for ESG products in- and outside super, as well as the tools, processes and resources used to identify ESG-aligned investments
UK ETP Report
This report provides deep insights into demand for and usage of ETPs, including desired product attributes, motivations for investment and views/ perceptions of ETP and ETP providers.
Global Robo-Advice Report
The adoption of robo-advice has seen strong growth in the US and this trend is set to follow in markets globally. The report examines the evolving views and attitudes of online investors towards robo-advice providers, focusing on their support needs to alleviate key barriers to adoption.
Singapore CFD and FX Report
A detailed analysis of the CFD and FX market in Singapore including market shares, brand positioning of key players, current gaps and opportunities in the market, key drivers to satisfaction, as well as the profile, attitudes and behaviour of high value vs frequent traders.
Singapore Online Investing Report
A detailed analysis of the online broking and remisier market in Singapore including market shares, brand positioning of key players, current gaps and opportunities in the market, key drivers to satisfaction, as well as the profile, attitudes and behaviour of high value vs frequent traders.
US FX Report
A detailed analysis of the FX market in the US including market shares, brand positioning of key players, current gaps and opportunities in the market, key drivers to satisfaction, as well as the profile, attitudes and behaviour of high value vs frequent traders.
US Online Investing Report
A detailed analysis of the online investor market in the US including market shares, brand positioning of key players, current gaps and opportunities in the market, key drivers to satisfaction, as well as the profile, attitudes and behaviour of high value vs frequent traders.
Hong Kong Warrants and FX Report
A detailed analysis of the derivatives trading (warrants, CBBCs, futures, options, etc) and FX market in Hong Kong including market shares, brand positioning of key players, current gaps and opportunities in the market, key drivers to satisfaction, as well as the profile, attitudes and behaviour of high value vs frequent traders.
Hong Kong Online Investing Report
A detailed analysis of the online broking market in Hong Kong including market shares, brand positioning of key players, current gaps and opportunities in the market, key drivers to satisfaction, as well as the profile, attitudes and behaviour of high value vs frequent traders.
Australian FX Report
A detailed analysis of the FX trading market in Australia including market shares, brand positioning of key players, current gaps and opportunities in the market, key drivers to satisfaction, as well as the profile, attitudes and behaviour of high value vs frequent traders.
Australian CFD Report
A detailed analysis of the CFD market in Australia including market shares, brand positioning of key players, current gaps and opportunities in the market, key drivers to satisfaction, as well as the profile, attitudes and behaviour of high value vs frequent traders.
Australian Online Investing Report
A detailed analysis of the online broking market in Australia including market shares, brand positioning of key players, current gaps and opportunities in the market, key drivers to satisfaction, as well as the profile, attitudes and behaviour of high value vs frequent traders.
ETF Investor and Planner Report
This report provides deep insights into demand for and usage of ETFs, including desired product attributes, motivations for investment and views/ perceptions of ETF products and ETF product providers.
Super Fund Brand, NPS and Satisfaction Tracker
Produced quarterly, this report provides a regular pulse point on super fund brand health, NPS, member satisfaction and member engagement.
Margin Lending Planner Report
A comprehensive analysis of how financial planners interact with and service Margin Lending investors, as well as their relationships with Margin Lending providers.
Margin Lending Broker Report
A comprehensive analysis of how stockbrokers interact with and service Margin Lending investors, as well as their relationships with Margin Lending providers.