The Perceptions of Investment Intermediaries on UK Investment Brands

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. Which fund management companies do UK IFAs rate in different asset classes?
2. Which providers are communicating particularly well and why?
3. How do IFAs rate your fund management company?
4. What do IFAs feel your brand represents?
5. How visible is your brand to IFAs and how have they seen you?
6. How can I ensure my communications reflect how IFAs feel about my brand?
7. What can I do to change how IFAs feel about my brand?

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

When you can have the information and what you can expect to receive
The research runs every April and October, findings provided by end of May and November.

Subscribers to the report may add one question to the survey, the results of which only they will see. In addition, 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.