Research insights
Proprietary research into how investors, intermediaries and institutions engage with asset and wealth managers.
How best to communicate to institutional investors - Germany
Asset managers considered the most reliable source of information, followed by events
Communicating with institutional investors - Switzerland
Half of Swiss institutional investors would like managers to be more honest and transparent in their communication
How best to communicate to institutional investors - UK
British institutional investors are demanding less jargon and less sales. They prefer knowledge sharing and education
How best to communicate to Dutch institutional investors
Although online media are still gaining in importance, our research has found that print media are a vital channel to reach Dutch institutional investors
European institutional investors: media consumption trends
Convergence of online and offline channels continuing in institutional asset management
The brand values that are most important to fund selectors
Fundamental Research reveals what discretionary portfolio managers, fund selectors and other financial intermediaries find most important when buying a fund
Should asset managers' ESG marketing focus on millennials?
Although older generations account for the bulk of investable assets, the younger generation is more interested in responsible investment