How is your brand perceived?

Dive deeply into retail investors’ minds to understand your brand positioning and gain insights into how your and your competitors’ brands are perceived.

The report includes brand equity metrics such as recall, familiarity, distinctiveness, and propensity to buy, helping you benchmark your performance and identify areas for growth and differentiation in a competitive market.

Whether you're shaping your marketing strategy, refining messaging, or enhancing product offerings, this report is your essential guide to understanding the modern investor.

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Unprompted awareness and prompted familiarity of your brand compared to your competitors

Fund preferences and asset allocation

Barriers and motivations for investing in funds, including ETFs

Engagement with digital platforms, financial influencers, and AI tools

Highlights

UK top 3 brands

  1. Vanguard
  2. Fidelity
  3. BlackRock

US top 3 brands

  1. Fidelity
  2. Vanguard
  3. Charles Schwab

JP top 3 brands

  1. Nomura AM
  2. Rakuten Securities
  3. MUFG AM

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