Research insights
Proprietary research into how investors, intermediaries and institutions engage with asset and wealth managers.
UK intermediaries prefer personable and energetic managers
Research shows they are also more likely to buy a fund from a manager they perceive as a partner
German investment professionals prefer analytical managers
Research shows they are also more likely to buy a fund from managers who they perceive as a partner
Spanish intermediaries most positive about virtual events
Asset managers were considered to be the best online event organisers
Print readership strong among German intermediaries
A few print publications rank among the top five most-read media
Italy sees strongest interest in ESG among intermediaries
ESG continues to grow across Europe, but nowhere as quickly as in Italy
French intermediaries' social media usage continues to grow
While digital media formats have become more popular, research finds leading print publications still have a good reach
Major changes in behaviour of UK professional investors
Changes in media readership among financial intermediaries in the UK
Social media posts on politics and America most popular
vThe two topics received the highest engagement levels seen for any topic since Q1 2020, but asset managers posted less on these topics than in Q4 2020
Understanding local dynamics key for asset managers
Financial intermediaries across Europe are eager to invest in ESG but are less like-minded when it comes to asset class preference
Privacy regulation and consent management for marketers
Gathering the right privacy and investor-type consent is vital for asset managers
Asset managers more active on social media in Q4
Engagement on social media has increased during the fourth quarter
How have working habits changed in the face of the pandemic?
New research reveals how the pandemic has shifted the behaviour of European financial advisers