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.
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…
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.
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…
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…
We have found Investment Trends’ reports and discussions with them about our markets to be very useful. The research they provide definitely has the ability to add significant value to any organization operating in this space…
The recent series of research reports covering technology trends in the platform and software markets have been highly beneficial to our organisation. Mark and his team’ understanding of the market, research rigour, and ability to distill to key trends is excellent. We use the reports extensively in both our strategic and tactical planning.
CommSec has long been a satisfied client of Investment Trends’ syndicated and custom research services. Investment Trends’ analysis has been invaluable to our business and has been used to support both tactical and strategic decisions…
It is difficult to find researchers in the financial services marketplace who both sufficiently understand the marketplace combined with a robust understanding of fundamental research principles. Investment Trends combine the genuine expertise, training and background of a traditional research upbringing with a commitment to the financial services landscape…
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…
Investment Trends produced a fantastic piece of research into the Self Managed Superannuation Fund market in Australia – probably the most comprehensive piece of work carried out on the subject. It was great dealing with someone who clearly already understood the space and was able to identify issues early and factor them into the questionnaires…
The annual Investment Trends Investment Platform, Planner Technology and Planning Software reports are key industry benchmarking tools for ING… The research is comprehensive, informative and insightful and has been key in developing and measuring the success of our online strategy.
…Investment Trends have a great deal of knowledge about and experience in our industry. We have found that their expertise and high integrity approach means that their products not only deliver, they stand up to scrutiny.
…Investment Trends provides the edge when it comes to understanding customer motivation and market trends, delivering a depth of insight which is actionable and resulting in long-term returns.
…Mark and his team have become a terrific asset to our firm and have played a significant role in helping us better understand the financial services industry, the emerging drivers of change, how that change will manifest and how our firm can participate. It’s a relationship we are very pleased with.
Colonial First State has subscribed to research from Investment Trends for a number of years. We always find the research to provide insight into the minds of investors and advisers on a range of topics that are critical for the retail financial services industry. Investment Trends is able to add value to the analysis through their detailed understanding of our industry.
For a number of years we have subscribed to a range of Investment Trends Research Reports. The level of detail and analysis Mark and his team conduct across a various industry products and segments is second to none. This research gives us great insight into how to develop and position our own product suite and service offering.
I have worked with Investment Trends since its inception and have often come back for their high level of market insight and ability to deliver a customised solution. Mark and the team have a strong service orientation and an in-depth understanding of the Financial Services industry. This combination results in fast, high quality results.
Colonial Geared Investments has enjoyed a strong relationship with Investment Trends for several years. We find the data, statistics and insights they provide extremely useful in the evaluation and development of effective business strategies…
The Investment Trends alternative survey on the preferences of investors in Australia, has provided us unique research on individual behaviour at various wealth levels. It has provided the confidence to make a significant change in our distribution strategy via segmentation of the target market, distributors, product types and delivery structures in various alternative investment classes.
I use the research provided by Investment Trends on a regular basis to help in our strategic planning. The approach that Mark and his team undertake in their research is incredibly valuable to our business and helps us to gauge the direction of the market.
I have used Investment Trends research for over 5 years and have found them to be the most reliable and insightful external source of industry intelligence. Trust is a critical factor when analysing competitive landscapes and strategies, and I have also found Investment Trends to be of the highest integrity.
Investment Trends provides our business with responsive, relevant and informative research and analytics allowing us to make confident, customer-focused business and product decisions.
Aviva has had a great relationship with Investment Trends, our primary research provider in the platform market, for a number of years. We always find the reports and presentations insightful and extremely useful in shaping the direction of our product strategy…
Paddy Power used Investment Trends for the first time in 2009 for research into the UK Spread Betting and CFD market, we were impressed with the thoroughness and quality of the work produced.
Investment Trends has outperformed expectations and delivered a comprehensive and robust report on both the spread betting and CFD market in the UK. It’ rare for a research company to have such insightful analysis that enables practical and confident business decisions to be made.
What’s great about Investment Trends is that their information generates great ideas and focus. There’s no “death by data” – you get the big picture and the detail and then it’s up to you to utilise it.
The robust research methodology behind Investment Trends ensures that insights from the Centric Wealth sponsored HNW Reports have given us a deeper understanding of this client segment.
Investment Trends provided us with the first CFD and FX report for the German market… We are deeply impressed of the quality of the delivered research results which will give us a better understanding of the market and will support us in future decisions and our strategy planning…
Investment Trends have provided very detailed, thoroughly researched and concisely summarised information which has allowed us to get a great understanding of our customer needs and the future direction of the industry.
Working with Investment Trends has been both enjoyable and successful for Morningstar UK. The professionalism of their research and analysis approach matches that of their business relationships. The analysis of the research validates and informs our business planning. We look forward to continuing to work with Investment Trends.
Investment Trends recently supported ANZ Investment Lending on some recent fieldwork activities. Working to tight timeframes, our stakeholders were left suitably impressed as our objectives were reached with some useful insights and positive outcomes.
The Financial Review Group has been using the insights and analytics from Investment Trends for some time. I’ve always impressed with the level of detail and understanding provided by their reports, and the industry knowledge held by the team.
…As a new entrant to the Australian market, Investment Trends reports have enabled Religare to gain a deeper understanding of the market to develop a new brand positioning, a product offering that is compelling to our target audience needs and provides a strong foundation…
As Investment Trends entered the German Market with its first CFD and FX report in early 2011, we gladly supported the research because we expected the results would help us extend our knowledge about our clients. Our expectations were more than satisfied: the report offered us great insights..
The excellent work undertaken by Investment Trends provides ISN with valuable and unique insights.
The Investment Trends research is highly useful and relevant. Year in and year out we are able to glean new insights that help us to provide great customer experiences.
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.
This is the third year that Saxo Bank has used Investment Trends’ UK Financial Spread Betting and Contracts for Difference Report. The research provided is a valuable tool that allows Saxo Bank to assess customer satisfaction and perception of our business…
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.
The Investment Trends surveys are incredibly useful tools to help organisations gain a perspective on industry trends as they are evolving, and leveraging that data to better meet intermediary and client expectations. We greatly value the way in which the Investment Trends team turn data into meaningful information.
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…
The Investment Trends research has helped us gain a more detailed insight into our market, providing valuable input to our future planning. Our analysis of the results has allowed us to identify both emerging issues and potential growth opportunities.
Investment Trends arms us with deep market insight and a competitive landscape analysis that cannot be found elsewhere in the industry. Their interest in working with partners to refine existing models and expand offerings provide a platform of great value in the rapidly evolving financial landscape.
The new Online Broking Report has been very popular with our stakeholders, as it’ a rich source of market insight with views we haven’ before seen. The depth of understanding of our market is a key benefit of Investment Trends research.
Investment Trends produced an excellent research piece in 2009 that delivered valuable, actionable insights into the UK derivatives market. The market is notoriously closed and private so the fact that Mark and his team persuaded so many players to get involved speaks volumes for their professionalism, experience and expertise.
Investment Trends’ insightful research plays an important role enriching our product and corporate thinking. The quality and depth of information produced makes subscription to their services very worthwhile.
…The customer satisfaction and industry research Investment Trends run has been invaluable and enables us to draw on our customer feedback and industry trends. Being able to track our performance relative to our competitors is also extremely useful…
…Having Investment Trends’ data and analysis helps shape our thinking and adds an important industry dimension to our planning and decision making. Investment Trends has a unique ability to bring data to life through their analytics. They show extreme dedication to understanding nuances of the financial services landscape…
Colonial First State has used Investment Trends’ research for many years and the insights provided are valued by many areas of our business… Investment Trends have developed a thorough understanding of investors and advisers which allows them to identify emerging trends and focus on meaningful insights in the wealth management industry.
Investment Trends is the benchmark research for insights into retail financial markets… The analysis into specialised areas such as CFDs and ETOs as well as the information on client segments such as frequent traders is very comprehensive…
Congratulations to the Investment Trends Team. They are very professional, and their reports provided us with valuable information for the shaping of our future strategy, and the preparation of our marketing campaigns.
…Investment Trends is a reliable and professional company that we will continue to work with in the future. I can definitely recommend Investment Trends to any financial company that is interested in a complex, profound, and professional research.
…It is often difficult to gather pertinent information enabling to fully grasp the realities of the market. Investment Trends served us this information on a plate, along with a high level of detail.
This is our 2nd year of working with Investment Trends and we are impressed with the overall quality and depth of results obtained via the Adviser Technology and Business survey. The research provides us with valuable insights into our position within the platform market, helping us to shape our future business strategy.
We have an excellent working relationship with Investment Trends… Mark, Urvi and Recep’s knowledge of the market brings the extensive data to life in a way that allows us to practically take action to evolve and improve our offering to market…
…The trends we monitor and ultimately act on are the result of survey work carried out by Investment Trends – work that we could not replicate at CommSec. We have found the Investment trends data to be very detailed and informative, offering real information around which informed decisions can be based.
I have used Investment Trends research for more than 12 years now. They produce the most detailed and insightful research on our industry. They have a knack for asking the right questions, which proves very valuable input into our strategic decisions.
Finding a research company that excels in detailed diagnostic research and understands the complex nature of our space is a constant challenge. Luckily, Investment Trends exists and we’e been working with them for a number of years…
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…
Investment Trends provided us with the first comprehensive analysis of the German market for active brokerage clients. The report gave us with valuable insights into how we are positioned in the trading market and how we are viewed by our clients…
The Online Broking Report and the CFD/FX Report gave us a better understanding of the German brokerage market. In some parts the data confirmed our beliefs of market sizes, important players in the market, etc. In other parts it added completely new information for us…
Investment Trends provides us with a deep understanding of how customers perceive our proposition and the service we deliver which, when set against the peer performance metrics they also provide, really helps us to focus on the areas that are important to our customers.
The Investment Trends Report is always keenly anticipated as it is the most comprehensive market research available. The analysis confirms and quantifies trends that have become apparent throughout the course of the year and helps refine strategy. With each report you learn new aspects of the market and potential opportunities.
The Investment Trends research provides a level of depth and insight which you would be hard pressed to achieve yourself. From the sample size to the number of questions, it is without doubt the most comprehensive and useful survey I’ve come across. And the results are eye-opening. You don’t really know the trade and investment markets until you’ve seen the Investment Trends research.
The Investment Trends team has always been helpful and meticulous through the time we’ve worked together. We appreciate the rigorous methodologies they apply in the reports they produce, which have given us deep insights into the markets and our clients.
I find the reports very useful and the information well targeted to my needs. I also like the support service, where Investment Trends analysts are happy to provide further insight into follow up questions.
Investment Trends are highly responsive, proactive and engaging. They are always keen to engage in purposeful discussion. Their team has a broad yet practical understanding qualitatively and quantitatively of market trends and key investment trends impacting advisers that is always clear and up to date…
The Investment Trends Report provides us with in-depth research and analysis that helps our team gain a deeper understanding of our position in the marketplace and how we are perceived by our clients. Investment Trends has always provided us with top level support and we are thankful for their attention to detail during our relationship working together.
Investment Trends provides credible insights we can’ get elsewhere. And their turnaround on different cuts of data is amazing. They are a valuable research partner.
…The detailed information and insights in the financial industry in Germany enable us to better understand and serve the needs of our clients.
…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…
The IT reports provide us with a valuable lens into the views of our members, aligned to our segmentation model, over a broad range of topics in a quick and consistent format.
…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.
CBUS is very impressed with Investment Trends knowledge and ability to articulate tangible action items and key observations from their very detailed research reports. Well done!
Investment Trends consistently delivers quality reports with valuable insights to help us understand the market, trends and adviser behaviours. The insights gained from these reports are helpful in validating and informing our strategy and priorities.
Investment Trends are an invaluable source of market insights and trends for ANZ Wealth. Coupled with our own research capabilities, Uwe and the team help to shape our product, sales and marketing strategies, ensuring we maximise customer relevance and value.
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.
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…
The annual Investment Trends report provides valuable and deep insights to market developments, performance benchmark and industry trends. Highly recommended!
The Investment Trends report is a standout piece of analysis to get a deep understanding of our industry…
Every year, I look forward to the insights that the Investment Trends research provides. Rather than a dull, industry benchmarking exercise, the research clearly defines our SWOT from the investors’ perspective…
…The Investment Trends survey provides key insights in to regional client preferences and has become an invaluable tool for industry professionals.
Der Investment Trends Report gibt uns einen tiefen Einblick in die Interessen und das Verhalten unserer 820.000 Unique User…
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…
Investment Trends offer the best available decision support research in the wealth management industry.
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…
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.
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.
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.
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…
The Investment Trends data is the most reliable and accurate source of information we have to drive the evaluation of where we are, and more importantly, where we need to take our offering. Their methodology has now been in operation for years, offering durable insights and trends into the views of all the major constituents of our industry.
Virgin Money views the research from Investment Trends as providing unique insights into the minds of investors on a range of topics that are critical to retail financial services industry. Investment Trends are able to add value to the analysis through their detailed understanding of our industry.
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…
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!
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.
Our survey respondents
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.