Who we serve

Our clients

We work with many of the globe’s leading financial services companies, including brokers, banks, investment managers, superannuation and pension funds, insurers, margin lenders, investment advisors and platform providers to help them achieve a deep understanding of their customers’ needs. Importantly, we also work with industry regulators and peak industry bodies to help ensure the industry meets these needs in sustainable and responsible ways. And underlying all this, perhaps our most important role is to give voice to the industry’s end users – investors and intermediaries alike.

 

We serve over 160 of the world’s leading
financial services organisations

At Investment Trends, everything we do is built from a starting point of large sets of intelligently selected and surveyed data. Behind that data is one of our most precious assets and stakeholders - the people who respond to our surveys. As a business that gives voice to the end users of the financial services industry, we take our role is representing those voices very seriously. In recognition of this we hold a series of commitments to our survey respondents that form a core part of our culture and the way we work.

 

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

…Investment Trends in my view are the premier expert in the Australian financial services industry and a partner important to our long term marketing program.

Craig Mowll – September 2013 Chief Executive Officer, Certitude Global Investments

The research reports from Investment Trends have given us good insights into the future market direction of investors in Singapore. With these insights, we are able to provide better services to our community of users.

Kenneth Ho – November 2013 Director, Share Junction

The reports and presentations we receive from Investment Trends are extremely useful and provide actionable insights for our business. The team are very professional and have excellent knowledge of the market…

Michael Gillan – November 2013 Head of Marketing, Asia/Pacific, City Index Asia

The annual Investment Trends report provides valuable and deep insights to market developments, performance benchmark and industry trends. Highly recommended!

Jeffrey Goh – December 2013 Regional Head of Retail Equities, Maybank Kim Eng

The Investment Trends report is a standout piece of analysis to get a deep understanding of our industry…

Greg Baker – December 2013 Managing Director, IG Singapore

…The Investment Trends survey provides key insights in to regional client preferences and has become an invaluable tool for industry professionals.

Paul Hayward – December 2013 Managing Director, OANDA Europe

Der Investment Trends Report gibt uns einen tiefen Einblick in die Interessen und das Verhalten unserer 820.000 Unique User…

Stefan Zmojda – August 2014 Product Development Manager, wallstreet:online.de

We had a complex new product to launch and asked Investment Trends to assist us with relevant research to ensure we focussed on the key messages that would resonate with advisers and investors. Their research and analysis was first-class…

Brian Thomas – August 2014 Head of Retail Funds Management, Perennial Investment Partners Limited

Investment Trends offer the best available decision support research in the wealth management industry.

Peter Mullin – September 2016 Managing Director Pensions & Investments, ANZ

MLC has participated in, and subscribed to, various research from Investment Trends for several years and we have found the company’s understanding of the dynamics of the industry to be very impressive…

David Wappett – August 2014 Head of ThreeSixty Research, MLC

BT uses investment trends in our business to support with our strategic decision making and to help us gather a deep and independent understanding of our clients. The research is detailed, thorough and insightful.

Kelly Power – August 2014 Head of Platforms, BT Financial Group

I have been using Investment Trends research for more than 10 years in product development and strategy. The team’s research and analytical insights are second to none. There is incredible depth and rigour in their analysis, and they are able to provide invaluable insights to our platform development roadmap.

Peter Chun – August 2014 General Manager, Product & Investments, Colonial First State

Investment Trends research is an important component of netwealth’s product development process. The research enables us to identify developing trends within the industry that allow us to make relevant judgements about the future direction of netwealth and our product offering.

Matt Heine – September 2016 Joint Managing Director, netwealth

We rely on Investment Trends research for gaining deep insight about customers, advisers, and products – both our own and our competitors. We have used their market leading research, both syndicated and bespoke, over the last decade…

Andrew Barnett – August, 2014 General Manager, Retirement Solutions, MLC

The key advantage of working with Investment Trends is that not only can we see what our own members think and feel about key areas, but the benchmarking across our industry allows us to get a broader perspective too. The number of super funds who participate says a lot about the value of this benchmarking…

Joel Clapham – December, 2014 General Manager, Communications & Marketing, Media Super

The Investment Trends report is highly relevant and gave us informative insights into the CFD industry. This will enable us to be customer-centric and serve Phillip Securities clients better. It is a remarkable piece of work by a highly professional team!

Jeyson Ng – January, 2015 Head, CFDs and Electronic Trading, Phillip Securities

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
Our survey respondents

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Our work relies on the community of traders, investors and intermediaries who generously give their time to complete our surveys. Recognising this, we make the following commitments to our survey respondents:

  • We deeply value your privacy and we protect it carefully
  • We recognise that you are at the heart of our business
  • We reflect your views fairly, accurately and without influence

If you are a survey respondent and have any questions about how we work, we invite you to click here to contact us.

If you're visiting to find out if you won a prize for completing a survey, click here to see the list of prizewinners.