We aim to be the world’s most trusted industry research and analytics partner.
Based in Sydney Australia, Investment Trends is a global industry research firm that provides business insights and decision support to the world’s leading financial services organisations.
We deliver independent, deep insights research on the behaviours, preferences and needs of retail investors and intermediaries for the financial services companies that serve them across Australia, the UK, France, Germany, Spain, Hong Kong, Singapore, the UAE and the US.
With over 20 years of experience in researching the retail wealth management and global broking markets, we have provided new insights and decision-making support to over 130 leading financial service businesses globally. Investment Trends’ clients include global banking organisations, financial advice providers, fund managers, super funds, investment platform providers, all major online brokers and CFD providers as well as industry regulators and industry associations.
Our values
Agility
Our people are flexible & adaptable to change, allowing us to spot opportunities & respond to them rapidly.
Excellence
Our people strive for excellence in everything we do.
Positively critical
Our people know that excellence requires challenging, constructive & honest feedback - for each other and our clients.
Industry experts
Our people have a deep understanding of the industries we study.
Collaborative
Our people work together to create better outcomes for each other, our partners, our clients and their customers.
Our history
Company Foundation
2003
Investment Trends was founded by Chairman Mark Johnston.
First Client
2003
Secured CommSec as our first client within days of launching the business.
4 Syndicated Reports
2004
By end of 2004 we had established 4 syndicated reports and secured 26 Australian financial services clients including the Big Four and AMP.
United Kingdom
2009
First overseas syndicated report landed out of UK.
Singapore
2010
Established first syndicated report out of Singapore.
Germany
2011
Established first syndicated report out of Germany.
France
2012
Established first syndicated report out of France.
United States
2013
Established first syndicated report out of United States.
Hong Kong
2015
Established first syndicated report out of Hong Kong.
Spain
2016
Established first syndicated report out of Spain.
UAE
2022
Established first syndicated report out of the UAE.
20 years
2023
Investment Trends hits 20 year anniversary.
Interested in learning more about our industry research and insights? Get in touch with us today.
