UK Retail Investor Analytics

Identify how your investors perceive the value you deliver

Retail Investor Analytics, powered by Boring Money, identifies Consumer Duty perception gaps and areas of improvement by combining direct feedback, usage, perceptions, and views from retail investors. Merged with our quantitative fund performance, costs and risk data, this solution helps asset managers to understand their end customer and their needs.

Align investor perception with quantitative performance

Our Value Perception Rankings by Manager indicate how retail investors perceive the value of each fund company relative to an analysis of performance, expense, risk, and consistency, utilizing quantitative data from Broadridge. Misalignment of investor perceptions and quantitative performance may indicate a customer understanding gap or a challenge with Products and Services and the target market.

See the whole picture

Build a data led picture of your retail investors demographics, wealth, confidence, capacity for loss, average, advised status etc., as required under Consumer Duty regulations.

Demographics | Investor Age

Demographics | Household Income

Strengthen investor resilience

Explore and evidence areas where investors need additional support, and where possible differentiate the product offering.

Vulnerabilities | Emotional Vulnerability

Vulnerabilities | Financial Vulnerability

Assessment of value & board reporting for asset management

Consumer Duty: Reshaping retail investing

Simplify financial and regulatory reporting for Global Funds

Access unique distribution insights

Let’s talk about what’s next for you

Our representatives and specialists are ready with the solutions you need to advance your business.

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+1 800 353 0103	North America
+442075513000	EMEA
+65 6438 1144	APAC

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