How Investment Intermediaries Make Their Investment Decisions

This report provides detailed insights into how UK-based IFAs research and select investment products. It is essential reading for senior business management, marketing, communications and sales functions within asset management companies that distribute products to UK retail investors through intermediaries.

What this report will tell you

This study is based on a survey of UK-based investment intermediaries and will provide you with the answers to the following questions:

1. How do IFAs buy investment products and how is this changing?
2. How are their investment recommendations restricted?
3. How do they measure performance and what other criteria do they use to select the investment products they recommend?
4. Which IMA and asset classes sectors have they supported most strongly and which will they support in the future?
5. What else influences their investment recommendations?
6. How do they use various media to improve their industry knowledge and generate investment ideas?
7. How many events of all types do they typically attend and what kinds of events do they prefer?

Who we are asking

A survey of 400+ UK intermediaries, comprised of the following groups:

1. Discretionary asset managers, funds-of-funds, fund selectors and researchers
2. Large national and regional IFAs (directly regulated)
3. Smaller IFAs (directly regulated)
4. Network members (indirectly regulated appointed representatives)

The samples are drawn from Incisive Media's extensive, proprietary database of UK intermediaries.

Who should buy this report

This report contains information and insights that will be valuable for senior directors at asset management firms distributing products in the UK, as well as their:

1. Intermediary channel marketing teams
2. Central marketing teams
3. Intermediary sales teams
4. Product managers
5. Event planners
6. Media buyers
7. Investment writers

Subscribers may receive additional promotional advantages related to the publication of a summary of the findings in Incisive Media's leading intermediary publications and websites (Investment Week, Professional Adviser, IFA Online, Retirement Planner, etc.).

The findings will be provided as an electronic report (pdf) accompanied, optionally, by full data tables and charts, in Excel.