Our clients include all of the top 5 Australian banks, the top 10 investment platform providers, the top 5 online brokers, the top 10 margin lenders, as well as industry regulators, leading dealer groups and financial planning software providers.
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John O’Shaughnessy, Deputy CEO, Investment and Financial Services Association (IFSA), Feb 2008 “IFSA has worked with Investment Trends for the last four years. We have found the depth of knowledge and insights obtained from their syndicated reports on the SMSF market useful in informing members, government and regulators. Investment Trends were also responsible for IFSA’s quantitative research on Effective Disclosure, which has provided a solid ‘consumer focused’ foundation for our project to shorten disclosure documents. 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.” |
Brian Bissaker, CEO, Colonial First State, Jan 2008 “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.” |
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Simon Ford, Managing Director, Alternative Investments, Credit Suisse, May 2008 “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.” |
Andrew Barker, General Manager – Wealth Management Products, Aviva, Feb 2008 “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. Mark and his team always have their finger on the pulse allowing them to make sure they always have information picking up on emerging trends, as well as existing market dynamics.” |
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Martin Belsham, CEO, City Index, Nov 2009 “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. We look forward to the future updates on these markets, and to seeing similar Investment Trends research in other countries, to bring the same depth and clarity of information to support our decision making there.” |
Michael Blomfield, General Manager, Commonwealth Securities, March 2004 “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. In particular, we have derived value from their insights into specialised consumer segments which would otherwise have remained obscured to us. Investment Trends’ combination of strategic thinking, industry knowledge and analytical expertise make their services invaluable. I strongly recommend Investment Trends for their proven ability to contribute to successful business outcomes.” |
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Michael Heine, CEO, netwealth, Jan 2008 “Investment Trends research is an important component of netwealth’s product development process. The Investment Trends reports provide us with industry specific, in depth analysis of various sectors of the financial markets relevant to netwealth and to our clients. 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. The benchmarking offered by Investment Trends is a critical tool for netwealth. It allows us to keep abreast of what our competitors are doing and how it affects our clients. This enables us to specifically pinpoint the areas in which we seek to excel and ensure that we continue to lead the pack. We have also been impressed with the individually tailored research projects that Investment Trends has undertaken for netwealth. We benefit from the industry skill and experience which Investment Trends has which leads to a better, more timely and competitive result.” |
Michael Nearhos, General Manager Marketing Media & Analytics, Commonwealth Securities, Dec 2009 “The new Online Broking Report has been very popular with our stakeholders, as it’s a rich source of market insight with views we haven’t before seen. The depth of understanding of our market is a key benefit of Investment Trends research.” |
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Dan Powell, Executive Director, Sales & Marketing, ING Australia Limited, Nov 2006 “The annual Investment Trends Investment Platform, Planner Technology and Planning Software reports are key industry benchmarking tools for ING. They measure both our improvement against competitors year to year while at the same time providing valuable insights into what direction our industry is headed. The research is comprehensive, informative and insightful and has been key in developing and measuring the success of our online strategy.” |
Mark Corradi, Executive Manager, Colonial Geared Investments, Jan 2008 “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. Important business decisions should always be supported with quality research, which Investment Trends has provided to us on countless occasions.” |
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John Daley, Managing Director, E*TRADE Australia, Feb 2008 “E*TRADE has used research services from Investment Trends for many years, including both their customised research and market research. The analysis is accurate, timely, deep and insightful, and drives many of our business decisions. Investment Trends are quick to collaborate, both making their own improvements and responding enthusiastically to our suggestions. A key advantage is that Investment Trends genuinely understands many of the specialist investment markets, including online broking, full-service broking, CFDs, margin lending, and financial planning. I would strongly recommend Investment Trends as in the front rank of market research in these markets.” |
David Hodge. Group Marketing Director, IG Group, Nov 2009 “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. We’ve been working with them for a number of years firstly in Australia and now in the UK. They add real value by their unique ability to deliver both high level strategic insights with granular detail providing first class information to aid strategic decision making.” |
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Chris Larsen, Director, Head of Asset Management Australia, . Deutsche Asset Management (Australia) Limited, Jan 2008 “I have been a client of Investment Trends for over 4 years. 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.” |
Andrew McPhee, Head of Retail, E*TRADE Australia, Feb 2008 “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.” |
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Dean Thomas, General Manager – Product, Wealth Management, Asgard, Jan 2008 “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.” |
Andrew Barnett, Head of Structured Solutions, AXA Australia, Jan 2008 “Investment Trends has provided deep insights into market dynamics through their comprehensive research and the industry experience of their principals. The analysis we complete and decisions we make are that much more robust, in initiatives ranging from SMSFs, to platforms, to margin lending and alternative assets.” |
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Russell Karlson, Head of Westpac Broking, Jan 2008 “Investment Trends provides our business with responsive, relevant and informative research and analytics allowing us to make confident, customer-focused business and product decisions.” |
David Wappett – Head of Product, MasterKey Custom, MLC, Jan 2008 “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. In particular, the service we receive from Investment Trends after the research reports are issued in terms of interpretation and analysis has made the relationship extremely valuable for us.” |
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Matt Heine, Director – Distribution & Marketing, netwealth, Jan 2008 “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 have also been impressed with the individually tailored research projects that Investment Trends has undertaken for netwealth. We benefit from the industry skill and experience which Investment Trends has which leads to a better, more timely and competitive result.” |
Colin Davidson, Director, Product & Marketing, Bell Potter Securities Limited, Jan 2008 “Market research is only of value when it helps to solve problems. Investment Trends research does just that and does it well. Financial services is a highly competitive market. 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.” |
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Joanna Benton, Group Head of Acquisition Marketing, CMC Markets, Nov 2009 “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 key players to get involved speaks volumes for their professionalism, experience and expertise.” |
Scott Anderson, Head of Strategy, Skandia, Jan 2008 “I have found the Investment Trends reports to be very useful. The reports are well structured and provide an exceptional level of analysis and detail. They offer a good range of reports with coverage across the industry. I have found Mark to be very good in presenting the research material; he is a goldmine of facts and figures.” |
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Ashley Mealor, Head of Marketing, Tradefair, Nov 2009 “Investment Trends has outperformed expectations and delivered a comprehensive and robust report on both the spread betting and CFD market in the UK. It’s rare for a research company to have such insightful analysis that enables practical and confident business decisions to be made. I would certainly use this company again.” |
Chris Burke, Strategic Marketing Manager, Paddy Power, Nov 2009 “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.” |
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Tim Keegan, Head of Online Trading, Macquarie Private Wealth, Jan 2008 “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.” |
Scott Monotti, Head of Advisers Solutions, IOOF Investment Management Ltd, Jan 2008 “For a number of years we have subscribed to a range of Investment Trends Research Reports. The level of detail & analysis Mark & 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.” |
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Giles Craig, Head of Private Client, AMP Capital, March 2005 “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. This allowed us to be much more targeted in the questions that we were asking and to have more confidence in the quality of the answers that we received. Mark presents the findings of his work in a very articulate style and with great credibility, making the publicising of the research easy and effective.” |
Craig Keary, Head of Direct Banking and Securities Services, HSBC, March 2005 “I strongly endorse Investment Trends’ research services. They offer a unique level of market insight, far ahead of any competing organisation. This is combined with a strong customer service orientation, with their research always driven first and foremost by customer needs. Mark’s extensive experience, and implicit grasp of industry dynamics allows investment Trends to quickly add immense value on top of their research data, and provide key insights in support of business decisions. I have utilised Mark’s services extensively over many years, will continue to do so, and would recommend Investment Trends to others.” |
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Edrick Ho, Head of Operations, Advice Business Solutions, Sealcorp Holdings Limited, Dec 2004 “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’s understanding of the market, research rigour, and ability to distil to key trends is excellent. We use the reports extensively in both our strategic and tactical planning.” |
Mike Fielding, Head of Product, Sealcorp Holdings Limited, Feb 2005 “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. Investment Trends continually provide the definitive analytical research on the Australian wealth management industry….the latest SMSF reports continue to break new ground and explore areas no one else covers. They are a key input for any decision-makers attempting to separate the hype from the reality.” |
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Nicolette Rubinsztein, General Manager Strategy, Colonial First State, Jan 2008 “I have used Investment Trends research for more than 8 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.” |
