Actionable insights for the finance sector

Investment Trends give voice to the financial services industry's investors and intermediaries for many of the leading firms across the globe.  These companies leverage our deep insights to develop market-leading products and services that help them stay ahead of the curve.



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.

Quality Research

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.

Investment Trends in the Media

Investors happier with online broking: Investment Trends
Financial Standard | Sep 14, 2017
Jamie WilliamsonIrene Guiamatsia
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Broker satisfaction high among Aussies
Money Management | Sep 14, 2017
Malavika SanthebennurIrene Guiamatsia
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Investment Trends Report: CMC Markets Stockbroking leads in innovation and client satisfaction
CIO | Sep 14, 2017
Irene Guiamatsia
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SMSF managed fund appetite stable but strong
SMS Magazine | Sep 13, 2017
Krystine LumantaRecep Peker
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Investment Trends Report: CMC Markets Stockbroking leads in innovation and client satisfaction
Share Cafe | Sep 11, 2017
Robin BowermanIrene Guiamatsia
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FX Ask | Sep 08, 2017



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Managed accounts finally fulfilling their promise
Money Management | Sep 08, 2017
Janine MaceRecep Peker

The managed account market is dominated by small providers but big players are starting to throw money into the sector that experts have said is big enough for everyone, Janine Mace finds.

When it comes to managed accounts, this day has been a long time coming. For a decade or more the managed accounts cheer squad has been talking up the benefits of these structures and predicting they will break into the big time.

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英国经纪商领跑澳洲CFD市场 CMC Markets高净值客户最多
FX Shell | Sep 07, 2017

根据澳大利亚金融服务行业研究公司Investment Trends对澳洲差价合约(CFD)市场的调查,英国线上交易公司IG集团(IG Group)的市场占有率最高,来自英国的经纪商几乎成为澳洲差价合约市场的领头羊。

以英国在线金融服务供应商CMC Markets为例,在澳洲差价合约市场的客户休眠率(停止交易人数与总交易人数之比)达到46%的环境下,该公司保持了在中高端市场的份额增长,成为澳大利亚差价合约市场上拥有最多高净值客户的交易商。

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Who we serve

We are a long-term client of Investment Trends and have found insights to be very useful in prioritisation and market consensus. Widely accepted industry research and insights are an important component for all participants.

Andrew Walsh – September 2016 CEO, IRESS

IG Markets been using Investment Trends since 2008, they have provided us with very useful quantitative and qualitative data about our clients. Also importantly the research reports provide valuable insights into clients within the sector and broader industry which we may not normally have direct contact with…

Tamas Szabo – September 2016 Chief Executive Officer Australia and NZ, IG

We have had a good relationship with Investment Trends for a number of years now. The information they provide us with is invaluable for our policy and advocacy work.

Eve Brown – March 2014 Senior Policy Manager, Financial Conduct Authority (UK)

I have used a number of research firms across Financial Services over the years. I have found the analysis and insight from Investment Trends to be of the highest quality and invaluable to us in assessing our performance and making strategic decisions…

Paul Rayson – September 2016 Managing Director, CommSec

For many years we have relied on Investment Trends to gain insights into our markets and specific customer segments. This information influences strategic decisions, product development and market positioning…

Paul Rogan – August 2015 Chief Executive Distribution, Product and Marketing, Challenger

I endorse Investment Trends’ research services. They offer a unique level of market insight. This is combined with a strong customer service orientation, with their research always driven first and foremost by customer needs…

Craig Keary – September 2016 Director, Australia and New Zealand, AMP Capital

I really value the research that Investment Trends provides and our management team often refer to it. I believe that the report more than pays for itself as it allows us to make informed decisions which is vital to the future success of our business.

Matt Murphie – 2011 Managing Director, First Prudential Markets

The Investment Trends research is the most detailed available on the online broking industry. As a former broking CEO, Mchael has a deep understanding of the key issues both from the clients and brokers perspectives. This helps us to get the right answers and to keep our strategy focused on achieving our targets.

Arnie Selvarajah – September 2016 CEO, Bell Direct

We have derived enormous value from the Investment Trends research into spread betting and CFDs, in both Australia and the UK. The reports give us deep insights into the nuances and trends in the markets covered. We have also been very impressed with the knowledge of the team and level of service we have received…

Martin Belsham – 2011 CEO, City Index

We have used Investment Trends research data over the last few years for several of our main regions, including Europe, Australasia and Asia… Indeed we look forward to the annual reports and often we will determine our following years strategy around the results…

Peter Cruddas – October 2012 Executive Chairman, CMC Markets

…The detailed information and insights in the financial industry in Germany enable us to better understand and serve the needs of our clients.

Markus Horntrich – August 2013 Editor, Der Aktionär

…The survey methodology and analysis chosen by Investment Trends is unique in the market and enables the optimisation of the Brokerage Business of Cortal Consors. We have rarely had so many eye opening experiences within market research over the last years…

Jörg Neumann – August 2013 Head of Department, Business Intelligence, Cortal Consors Germany

We work with many of the globe's leading financial services companies to help them achieve a deep understanding of their competitive position and their customers' needs. We also work with industry regulators and peak industry bodies to help them shape policy and regulation that works for everyone. And perhaps our most important role is to give voice to the industry's end users - individual investors and intermediaries alike.

Who we are

Investment Trends is a privately owned financial services industry research company based in Sydney, Australia. We develop and deliver independent, deep insights research on the behaviours, buying preferences and future needs of investors and intermediaries for the financial services companies that serve them across Australia, Hong Kong, Singapore, France, Germany, Spain, the UK and the USA.

Our singular vision and goal is:

To be the world’s best industry research firm.

Key People