Financial Services Market Research. Investment Trends is the leading specialist market research organisation in the Australian financial services industry. 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?

- Acquire more customers
- Retain more existing customers
- Increase revenue per customer
- Prioritise technology and process investments

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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 servicing clients in Australia, Asia, UK and the US.


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Herd instinct points the way: financial advisors
The Australian 01-Sep-10

ONE result of the global financial crisis was a drop in the confidence of individual investors in financial planners and fund managers.

In the immediate aftermath of the financial meltdown, key pieces of local research — most notably by Endgame Communications and Investment Trends — identified a big drop-off in the number of investors who said they would use the services of fund managers and financial planners in future.

Understandably, a large proportion of people were questioning what planners and professional fund managers were good for, if they could neither foresee the GFC nor protect investors against it when it happened.

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