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The Consensus Investment Funds Reports

Investors, Advisers, Discretionaries and Panel Pickers: our series of reports has them all covered

As we’ve been doing for years, we’ve taken our industry benchmark Investment Funds Survey and adapted it to meet the needs of Fund Managers today. We produce regular, expertly analysed stand-alone Investment Funds Reports: The Active Investor Monitor, The Adviser Report and The Discretionary Report (including today’s real powerhouses, the Panel and Portfolio Pickers).

The Active Investors Monitor gives us invaluable insight on our brand strength compared to our peers, on investors’ priorities and, crucially, the investor journey from need to execution. The recent inclusion of ‘Tomorrow’s Investors’ gives additional insight into the new wave of post-RDR investors about to dip their toe in the water. The Consensus ‘quality stamp’ means it is delivered to the highest possible standards and with genuine market understanding.
Kathryn Pinner, Regional Marketing Head - UK, M&G
We have subscribed to all of the reports since 2009. Its coverage of the intermediary audience is unique, engaging not only advisers and discretionaries, but also those at the very top of the tree, who design investment solutions and panels: the powerhouses behind the scenes that call the shots. As for retail investors it gives us invaluable market insight on business challenges from brand strength to de-branded ad recognition through to the purchase journey.
Tony Sugrue, Brand Manager, Henderson
We have used the Active Investors Monitor (AIM) since 2009 to understand market trends and track brand awareness. The results are extremely well analysed and we evaluate these to shape our D2C marketing proposition. Andy and the Consensus team have outstanding experience in planning and running research in financial services.
Simon Taylor, Head of Consumer Marketing, LGIM

You can lead a horse to water… engaging consumers in comms and literature development in a post-RDR landscape


Slides from a presentation by Kate Downer (Consensus Research) and Carly Thurgood (L&G) – delivered to the MRS Financial Services Conference on November 20th 2014

Kate and Carly outline the challenges of communicating key changes to financial consumers.  They explore how good research can encourage and enable people to do something out of the ordinary, Read more

“A wealth of information creates a poverty of attention”, as the Active Investor Monitor proves – IFR Insights, Part 4, Dec 2014

Lucian CampOne of the small but still significant pleasures of my life is the way that in my role as consultant to Consensus’s Investment Funds Reports, I’m able to add a “private” question of my own (or actually, on this occasion, two private questions) to each wave of the research. Read more

Consensus finalists in FSF Awards for Marketing Effectiveness

FSF logoTuesday 18th November sees the Financial Services Forum Annual Members Dinner at the Guildhall in central London, where the winners of the FSF awards for Marketing Effectiveness will be announced.  This year we’ve been nominated (alongside partners SwissRe) in the Customer Loyalty and Retention category, for our work on their thought leading 2014 Insurance Report Connecting Generations – Protecting Generations. Read more

Consensus finalists for best financial services research at MRS awards 2014

Finalist_FinancialServicesResearchFantastic news! Again! We’ve been shortlisted for best financial services research at the MRS Awards 2014 for our work with Swiss Re on Connecting Generations – Protecting Generations, the industry-leading 2013 UK Insurance Report.  This is brilliant news because it is recognition from our peers the research industry.  It complements Read more

“Active Evil is better than Passive Good” opined William Blake. But that was then… – IFS Insights, Part 3, Sep 2014

LucianCAs predicted, the RDR has given a very substantial boost to sales of passive funds via intermediaries. Frankly, you can choose your own reason (or reasons) for this. Cynics will highlight the levelling of the remuneration playing-field, or possibly the desire of some advisers to Read more

Investment fund managers, don’t just preach to the converted – IFS Insights, Part 2, July 2014

LucianCInsofar as I know anything much about the retail funds marketplace, a lot of it comes from a single source – Consensus Research’s legendary Investment Funds Survey, a syndicated study which has been running for well over 25 years now. Read more

“It’s a poor sort of memory that only works backwards”, remarked the queen – IFS Insights, Part 1, June 2014

Lucian CampWe live in an era in which organisations of all kinds involved with long-term savings – government, employers, financial services providers – are keen to pass investment risks of almost all kinds on to individual consumers. Read more

Andy Glazier

Andy GlazierHead of Consensus Research

+44 (0)20 7627 7840
Christoph Körbitz

Christoph KörbitzAssociate Director

+44 (0)20 7627 7737
Lucian Camp

Lucian CampThe Oracle

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