Key Industry Reports

Global research data at your fingertips

Our large scale syndicated industry research is delivered through our Key Industry Reports. While each of these reports globally is summarised below, our methodology is consistent across them all.

Country

Country

Report Type

Report Type

Reset

Adviser and Advice Technology Benchmarking Report

Australia

A comprehensive insight into the Australian Advice Technology space, including the different solutions and how they integrate (or don’t), key thematics for advice technology solutions and the key developments over the last 12 months and outlook for the next year. It also provides a benchmark of functionality offered by established advice software providers.

Adviser Business Model Report

Australia

An in-depth analysis of the issues facing financial advisers in their businesses, how advisers deliver advice, the relationship with licensees, remuneration models and overall business profitability.

Adviser Product and Marketing Needs Report

Australia

Coverage includes financial advisers’ views, perceptions and brand awareness of over 35 different fund managers. It also explores how fund managers currently communicate with advisers and how advisers prefer to be communicated with.

Adviser Technology Needs Report

Australia

Covers key platform and planning software industry trends, drivers/barriers of selection and satisfaction with platforms. It also examines how planners are currently using platforms, the perceived strengths and weaknesses of each platform and industry gaps that require servicing.

Australian Cryptocurrency Report

Australia

A quantitative study of cryptocurrency adoption and detailed analysis of the market, the demographic profiles of key personas, customer experience and trading behaviour. It also covers research and education, media consumption and awareness around regulation and tax.

Australian Leverage Trading Report

Australia

A detailed analysis of the CFD & FX trading market in Australia including market penetration, brand positioning of key players, current gaps and opportunities in the market, key drivers to satisfaction, as well as the profile, attitudes and behaviour of high value vs frequent traders.

Australian Online Investing Report

Australia

A detailed analysis of the online broking market in Australia including market shares, brand positioning of key players, current gaps and opportunities in the market, key drivers to satisfaction, as well as the profile, attitudes and behaviour of high value vs frequent traders.

Borrowing to Invest Report

Australia

A thorough examination of Australian investors' attitudes, experiences and product lines when borrowing to invest, including the traditional method of margin lending.

Exchange Traded Funds Report

Australia

Provides deep insights into demand for and usage of ETFs, including desired product attributes, motivations for investment and views/ perceptions of ETF products and ETF product providers.

Financial Advice Report

Australia

A comprehensive study of consumers’ attitudes towards advice, including how they perceive advice, how they’d like to receive advice, what their unmet advice needs are, choice modelling of different advice models, including pricing analysis, and how providers can help meet these needs.

France Leverage Trading Report

France

The CFD and FX market in France including market shares, brand positioning of key players, current gaps and opportunities in the market, key drivers to satisfaction, as well as the profile, attitudes and behaviour of high value vs frequent traders.

France Listed Derivatives Report

France

The France Listed Derivatives Report offers a comprehensive and in-depth analysis of the French derivative market, providing valuable insights for businesses looking to explore opportunities and enhance brand awareness. The report delves into the size of the market, competitor landscape, issuer and broker selection and examines the preferences and unmet needs of listed derivatives traders. With its extensive data and analysis, this report serves as a valuable resource to support businesses in successfully competing in this market.

France Online Investing Report

France

A detailed analysis of the online broking market in France including market shares, brand positioning of key players, current gaps and opportunities in the market, key drivers to satisfaction, as well as the profile, attitudes and behaviour of high value vs frequent traders.

Germany Leverage Trading Report

The CFD and FX market in Germany including market shares, brand positioning of key players, current gaps and opportunities in the market, key drivers to satisfaction, as well as the profile, attitudes and behaviour of high value vs frequent traders.

Germany Listed Derivatives Report

The Germany Listed Derivatives Report offers a comprehensive and in-depth analysis of the German derivative market, providing valuable insights for businesses looking to explore opportunities and enhance brand awareness. The report delves into the size of the market, competitor landscape, issuer and broker selection and examines the preferences and unmet needs of listed derivatives traders. With its extensive data and analysis, this report serves as a valuable resource to support businesses in successfully competing in this market.

Germany Online Investing Report

A detailed analysis of the online broking market in Germany including market shares, brand positioning of key players, current gaps and opportunities in the market, key drivers to satisfaction, as well as the profile, attitudes and behaviour of high value vs frequent traders.

Global Leverage Trading Report

Australia

The global CFD and FX market based on our country reports to build a picture of how the market is performing globally, which brands are outperforming and underperforming and what are the breakthrough opportunities available, based on the successes of the world’s leading players.

Global Online Investing Report

Global

The global online broking market based on our country reports to build a picture of how the market is performing globally, which brands are outperforming and underperforming and what are the breakthrough opportunities available, based on the successes of the world’s leading players.

Global Robo-Advice Report

Global

The adoption of robo-advice has seen strong growth in the US and this trend is set to follow in markets globally. The report examines the evolving views and attitudes of online investors towards robo-advice providers, focusing on their support needs to alleviate key barriers to adoption.

High Net Worth Investor Report

Australia

The most comprehensive annual study of the HNW market, this report provides a detailed analysis of the investment needs, preferences and behaviours of HNW investors, as well as their attitudes towards advisers and Private Banks and their current and intended asset allocation.

Hong Kong Leverage Trading Report

Hong-Kong

The derivatives trading (warrants, CBBCs, futures, options, etc) and FX market in Hong Kong including market shares, brand positioning of key players, current gaps and opportunities in the market, key drivers to satisfaction, as well as the profile, attitudes and behaviour of high value vs frequent traders.

Hong Kong Online Investing Report

Hong-Kong

A detailed analysis of the online broking market in Hong Kong including market shares, brand positioning of key players, current gaps and opportunities in the market, key drivers to satisfaction, as well as the profile, attitudes and behaviour of high value vs frequent traders.

Investor Product Needs Report

Australia

A detailed analysis of the demand for and usage of various investment products, including desired product attributes, motivations for investment, channel issues and key influencers, and views/perceptions of related fund managers and product providers.

Managed Accounts Report

Australia

A thorough examination of financial advisers’ use of and attitude towards direct equities and managed accounts - two intrinsically related and highly topical areas for financial planners and investors alike.

Platform Benchmarking and Competitive Analysis Report

Australia

This report is the result of a detailed review and audit of the features and functionality offered to planners by 22 leading investment platforms in Australia, assessed across more than 500 different criteria.

Responsible Investing Report

Australia

Looks at both consumer and adviser markets within the ethical, environmental, social and governance space. It covers Australian investors’ use and appetite to apply ESG related factors in their investments. It also looks at the advice market approach, issues and barriers to supporting advised clients with ESG investing.

Retirement Income Report

Australia

This report explores how prepared Australians are for their retirement, their outstanding retirement needs and how providers can help support them to achieve their retirement goals​

Retirement Readiness Benchmarking Report

Australia

A definitive tool used by superannuation funds to measure progress towards providing fit-for-purpose assistance to help members better prepare for their retirement future

Singapore Leverage Trading Report

Singapore

The CFD and FX market in Singapore including market shares, brand positioning of key players, current gaps and opportunities in the market, key drivers to satisfaction, as well as the profile, attitudes and behaviour of high value vs frequent traders

Singapore Online Investing Report

Singapore

A detailed analysis of the online broking and remisier market in Singapore including market shares, brand positioning of key players, current gaps and opportunities in the market, key drivers to satisfaction, as well as the profile, attitudes and behaviour of high value vs frequent traders.

SMSF Accountant

Australia

Examines the role of accountants in servicing SMSF trustees and their interactions with service providers including software providers, SMSF administrators, and product providers

SMSF Adviser

Australia

This report provides a comprehensive analysis of how advisers interact with and service SMSF trustees, as well as their relationship with platform, software and admin providers.

SMSF Investor Report

Australia

As the most comprehensive annual study of SMSF investors, this report covers SMSF trustees’ investing goals and behaviours and their relationships with advisers, accountants and investment product providers.

Spain Leverage Trading Report

Description: The CFD and FX market in Spain including market shares, brand positioning of key players, current gaps and opportunities in the market, key drivers to satisfaction, as well as the profile, attitudes and behaviour of high value vs frequent traders.

Spain Online Investing Report

A detailed analysis of the online broking market in Spain including market shares, brand positioning of key players, current gaps and opportunities in the market, key drivers to satisfaction, as well as the profile, attitudes and behaviour of high value vs frequent traders.

Super Member Engagement Report

Australia

A comprehensive study of super fund members and their interactions with their super fund. The report explores the attitudes, behaviours and preferences of super fund members, including satisfaction levels across multiple service elements.

UAE Leverage Trading Report

UAE Flag

The CFD and FX market in the UAE including market shares, brand positioning of key players, current gaps and opportunities in the market, key drivers to satisfaction, as well as the profile, attitudes and behaviour of high value vs frequent traders.

UK Adviser Pension and Products Report

United Kingdom

This report looks at how platforms and pension providers can best support advisers in servicing the pre/post retiree market.

UK Adviser Technology and Business Report

United Kingdom

This report examines the technology and business processes used by the UK’s financial advisers, with detailed analysis on the current dynamics of the investment platform and advice software markets.

UK Cryptocurrency Report

United Kingdom

A quantitative study of cryptocurrency adoption and detailed analysis of the market, the demographic profiles of key personas, customer experience and trading behaviour. It also covers research and education, media consumption and awareness around regulation and tax.

UK Leverage Trading Report

United Kingdom

The CFD and FX market in the UK including market shares, brand positioning of key players, current gaps and opportunities in the market, key drivers to satisfaction, as well as the profile, attitudes and behaviour of high value vs frequent traders.

UK Online Investing Report

United Kingdom

A detailed analysis of the online broking market in the UK including market shares, brand positioning of key players, current gaps and opportunities in the market, key drivers to satisfaction, as well as the profile, attitudes and behaviour of high value vs frequent traders.

US Active Trader Report

United States

The US Active Trader report focuses on ultra-active retail traders (>120 online trades in L12M), futures and options traders about their platform needs, product needs and key acquisition/ retention drivers. Additionally, the report includes key market trends and dynamics, including market size, broker market shares, evolving market trends specific to the active trader and futures/ options trader segment.

US Cryptocurrency Report

United States

A quantitative study of cryptocurrency adoption and detailed analysis of the market, the demographic profiles of key personas, customer experience and trading behaviour. It also covers research and education, media consumption and awareness around regulation and tax.

US Leverage Trading Report

United States

Comprehensive analysis of the US foreign exchange (FX) market. It provides insights including examination of market shares and the strategic brand positioning adopted by key players, identification and assessment of existing gaps and potential opportunities that characterise the market landscape, key drivers to satisfaction and in-depth profiling and differentiation of high-value traders vs frequent traders, including their attitudes and behaviours.

US Online Investing Report

United States

A detailed analysis of the online investor market in the US including market shares, brand positioning of key players, current gaps and opportunities in the market, key drivers to satisfaction, as well as the profile, attitudes and behaviour of high value vs frequent traders.

Interested in learning more about our industry research and insights?
Get in touch with us today.

About us

Our vision: To be the world’s most trusted industry research and analytics partner.

© 2024 Investment Trends. All Rights Reserved. Website by Wolf IQ.

Newsletter Sign Up

Feel free to sign up to our newsletter so that we can keep you updated on the latest company information.