Who we are

Actionable insights for the finance sector

Investment Trends delivers independent, deep insights research on the behaviours and needs of investors and intermediaries, to help financial services companies better serve them. Companies across the globe leverage our insights to develop market-leading products and services that help them stay ahead of the curve.

Our singular vision and goal is: To be the world’s best industry research firm.

Deep Insights

Our deep insights into market dynamics and industry trends help our clients pinpoint winning strategies and tactics that create and cement competitive edge.

Industry Experts

Our highly qualified analyst team and our propriety research methods ensure we address our client’s – and their clients’ – most pressing questions.

International Coverage

Our clients are market leaders and innovative challengers across Australia, Asia, Europe, the US and the UK, served from our offices in Sydney, London and Singapore.

What we do

We help our clients:

  • Acquire more customers
  • Retain more customers, and
  • Win over the highest value customers

Our offering:

  • Key Industry Reports
  • Custom Research Projects
  • Client Experience Optimisation (CEO)

Who we serve

We work with leading financial services companies across the globe to help them deeply understand their competitive position and customer needs. We also work with industry regulators and peak industry bodies to shape policy and regulation that works for everyone. But most importantly, we give voice to the industry's end users – retail investors to intermediaries alike.