Investment Trends’ work is focused on helping clients answer three fundamental questions:|
1. How does the market currently work?
2. How is the market evolving?
3. How do I improve business outcomes?
Investment Trends’ clients include many of the leading banks, investment platform providers, online brokers, margin lenders, as well as industry regulators, leading dealer groups and financial planning software providers.
Investment Trends was started in Australia and is now a multi-national research organisation conducting research and servicing clients in Australia, Asia, Europe and the US.
CFS to provide platform analytics to advisers
Financial Observer, 21-Oct-14
Colonial First State (CFS) is in the initial stages of rolling out analytical data to aligned and non-aligned advisers using its FirstChoice and FirstWrap platforms, the group has revealed. In an interview with financialobserver, CFS products and investments general manager Peter Chun said technology and data were currently a major focus point for the organisation. “More and more platform businesses are having to step up their support services to advisers in order to make the delivery of advice more effective and efficient,” Chun said, highlighting that greater tools and access to information were key factors. He said due to the sheer number of advisers using CFS platforms, the group was in an ideal position to provide advisers with data analytics based on information derived through its platforms, which would give a broad overview of market trends. “We have a number of data specialists in-house which the business can draw upon,” he said.
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