Insights

Research insights

Proprietary research into how investors, intermediaries and institutions engage with asset and wealth managers.

139 articles
Australian intermediary market shows strong brand concentration
Research insights

Australian intermediary market shows strong brand concentration

Four local asset managers rank among the top 10 in Brand Equity Index, research by Aureum Y has found

26 February 2026 · 4 min read
German intermediaries prioritise quality and partnership
Research insights

German intermediaries prioritise quality and partnership

Three local managers rank within the top 10 of the Brand Equity Index, research by Aureum Y shows

26 February 2026 · 5 min read
Social media activity rises among asset managers in Q4
Research insights

Social media activity rises among asset managers in Q4

Asset managers were more active on LinkedIn during Q4 2025, research by Fundamental Media shows

22 January 2026 · 4 min read
Marketing planning for 2026: Competing in a hyper-fast asset management landscape
Research insights

Marketing planning for 2026: Competing in a hyper-fast asset management landscape

The pace of change in asset management is accelerating and 2026 will demand sharper decisions, faster execution, and clearer differentiation than ever before.

12 December 2025 · 5 min read
US individual investors have a relatively high risk appetite
Research insights

US individual investors have a relatively high risk appetite

Retail investors consider most products to be more profitable than risky, research by Aureum Y shows

21 November 2025 · 3 min read
LinkedIn posts down but engagement up for asset managers
Research insights

LinkedIn posts down but engagement up for asset managers

The topic ‘expert views’ was the most popular on LinkedIn, according to data by Fundamental Media

6 November 2025 · 3 min read
UK retail investors more involved in investment decisions
Research insights

UK retail investors more involved in investment decisions

Investors are increasingly doing more research into investment opportunities, but still rely on professional help as well, research by Aureum Y has found

31 October 2025 · 3 min read
Active ETFs: from experiment to everyday tool
Research insights

Active ETFs: from experiment to everyday tool

Our latest webinar explored the growth drivers behind active ETFs in APAC and ways to succeed

29 October 2025 · 5 min read
Trust, technology and transparency shaping the future of investor marketing
Research insights

Trust, technology and transparency shaping the future of investor marketing

Traditional distribution models are changing quickly, a recent roundtable discussion concluded

29 October 2025 · 4 min read
Japanese individual investors know few asset managers well
Research insights

Japanese individual investors know few asset managers well

Japanese retail investors recalled 42 different asset managers related to mutual funds and investment trusts, research by Aureum Y shows

17 September 2025 · 3 min read
US individual investors recall 62 mutual fund providers
Research insights

US individual investors recall 62 mutual fund providers

More than half of investors are very or quite familiar with the four best-known managers, research by Aureum Y found

17 September 2025 · 3 min read
Four local managers among UK individual investors’ top 10 favourite brands
Research insights

Four local managers among UK individual investors’ top 10 favourite brands

More than half of investors are very or quite familiar with the six best-known firms, Aureum Y research shows

10 September 2025 · 3 min read