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Asset manager / product issuer

Boost member engagement to reduce redemptions

Leverage research to understand the key drivers of satisfaction, loyalty, and switching behaviour, to improve member experience, retain more assets, and strengthen long-term relationships.

Align retirement strategies to increase member inflows

Use insights into readiness, unmet needs, and advice expectations to shape more targeted retirement solutions, helping you attract contributions and grow funds under management.

Improve advice delivery to lift satisfaction

Refine your advice models, communications, and product offerings using deep member insights, so you can deliver better experiences and capture a greater share of member assets.

Enhance service performance for retention and growth

Benchmark service quality and value proposition against competitors, to highlight strengths, amplify high-performing areas, deliver more value to attract and grow member contributions.

Track market shifts to capture opportunities and protect flows

Access the latest research insights and data to stay ahead of switching trends, competitor activity, and member behaviour, so you can deploy proactive strategies that grow inflows and defend your FUM base.

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why choose us

The leading researcher chosen by leading superannuation, retirement and pension providers

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in Australia

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DEGREE COVERAGE

Deep Expertise

Analytical rigor and strategic thinking, paired with advanced social science and statistical techniques to help you gain competitive advantage

Global Perspective

We pride ourselves on providing the best research in the across retail trading, wealth management and investing industries

Unmatched Insights

Delivering comprehensive coverage of market trends, analysis and customer behaviour to inform strategic decisions

Delivering the insights
you need to succeed

Exchange traded funds

Boost relevance, trust, and market share by aligning your ETF offerings with what investors truly want. Backed by in-depth insights into ETF usage, product preferences, investment motivations, and provider perceptions, this research helps you understand investor behaviour and make more informed product and positioning decisions in a competitive market.

Managed accounts

Gain a thorough understanding of financial advisers’ use of and attitudes towards direct equities and managed accounts—two intrinsically linked and highly topical areas for financial planners and investors alike. Discover practical insights to better align your products, support services, and engagement strategies.

Adviser product and marketing needs

Strengthen adviser relationships and elevate your marketing strategies by understanding how financial advisers perceive and engage with over 35 fund managers. These insights cover adviser awareness, communication effectiveness, and manager preferences, helping you identify where your brand stands and how to better connect with the adviser community.

High net worth

Better align your services and strategies with the needs of High Net Worth investors by understanding their investment behaviours, preferences, and attitudes toward advisers and Private Banks. This research uncovers key trends in asset allocation—current and intended—revealing where opportunity lies in serving this influential segment.

Listed derivatives

Gain the intelligence you need to compete and grow in the listed derivatives market. Understand market size, the competitive landscape, issuer and broker selection criteria, and the evolving needs of traders—helping you identify new opportunities and strengthen your brand positioning.

Want to learn more about our research and insights?

Gain a 360 degree view of your market across a range of topics

Gain a complete understanding of asset manager and product issuer markets across a broad range of verticals including:

Communications

Competitive landscape

Education needs

Industry dynamics

Market segments

Online brokers and platforms

Media and demographics

Paths to trading

Purchase journeys

Product usage

Providers

A commitment to collaboration

A seamless and effective project management experience, with clear communication, global reach, and a tailored approach to help you achieve your goals.

Executive briefings

Engage directly with our industry experts in high-impact sessions that transform complex data and analysis into clear, high-value, actionable research that help you move from insight to decision with confidence.

Detailed reporting

Gain in-depth insights and data powered by advanced analytics, world-class data security, GDPR-compliant privacy standards, and sophisticated visualisation, giving you absolute clarity on the metrics and trends that matter most.

Expert guidance and methodology

Work with a dedicated team that blends deep industry research expertise with rigorous, proven research methods to ensure your decisions are grounded in insights you can trust and strategies that deliver measurable results.

Personalised support

Benefit from ongoing support from our research experts through a tailored, collaborative approach with flexible insights solutions designed to address your industries unique challenges as they evolve. We create industry research packages designed to meet your specific business needs, ensuring maximum impact.

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Want to learn more
about our research?

If you're a financial services provider keen to learn more about our research reports, want to join our survey panel community, or are a journalist looking to discuss media opportunities, we’d love to hear from you.

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