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.
What we do
We help our clients:
- Acquire more customers
- Retain more customers, and
- Win over the highest value customers
- 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.