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.
Matt Murphie, Managing Director,
First Prudential Markets
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
First Prudential Markets
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
Allyson Lowbridge, Head of Marketing,
Bell Direct
“What’s great about Investment Trends is that their information generates great ideas and focus. There’s no ‘death by data’ – you get big picture and detail and then it’s up to you to utilise it.”
Bell Direct
“What’s great about Investment Trends is that their information generates great ideas and focus. There’s no ‘death by data’ – you get big picture and detail and then it’s up to you to utilise it.”
Andrew McPhee, Head of Retail,
E*TRADE Australia
“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.”
E*TRADE Australia
“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.”
Arnie Selvarajah, CEO
Bell Direct
“The Investment Trends research is the most detailed available on the online broking industry. Mark 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. “
Bell Direct
“The Investment Trends research is the most detailed available on the online broking industry. Mark 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. “
John Daley, Managing Director,
E*TRADE Australia
“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.”
E*TRADE Australia
“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.”
Anthony Anderson, Head of CFDs,
MF Global
“Investment Trends offers a valuable insight into how we are positioned in our relevant market and how we are viewed by our clients.
MF Global
“Investment Trends offers a valuable insight into how we are positioned in our relevant market and how we are viewed by our clients.
It is a useful reference for us throughout the year to determine what we need to focus on and also what has been effective for us in the past.”
Mike Buzzeo, Head of International Marketing,
FXCM
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.
FXCM
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.
Rick Girling, Head of Business Development & Marketing,
Halifax Share Dealing Ltd
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.
Halifax Share Dealing Ltd
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.
Albert Maasland, Chairman – London Branch,
Saxo Bank A/S London
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 market performance data and trading behaviour analysis is thorough and accurate, and allows us to continuously improve our service by offering our clients an increased array of value add products and services that they are looking for. The broad range of factors that the research covers, from trader trends and client satisfaction to competitor analysis, enables us to distinguish what it really is that customers want, allowing us to increase retention and new customer levels.
Saxo Bank A/S London
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 market performance data and trading behaviour analysis is thorough and accurate, and allows us to continuously improve our service by offering our clients an increased array of value add products and services that they are looking for. The broad range of factors that the research covers, from trader trends and client satisfaction to competitor analysis, enables us to distinguish what it really is that customers want, allowing us to increase retention and new customer levels.
Dave MacKenzie, Director,
Spreadex Ltd
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.
Spreadex Ltd
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.
Joanna Benton, Group Head of Acquisition Marketing,
CMC Markets
“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.”
CMC Markets
“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.”
Ashley Mealor, Head of Marketing,
Tradefair
“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.”
Tradefair
“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.”
David Hodge. Group Marketing Director,
IG Group
“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.”
IG Group
“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.”
Martin Belsham, CEO,
City Index
“We have derived enormous value from the Investment Trends research into spread betting and CFDs, in both Australia and the UK.
City Index
“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.”
John Fabian, Project Management,
flatex
Investment Trends provided us with the first CFD and FX report for the German market. This report allowed us to receive a deep insight into the market environment and our own products and delivered important information for our line of business. 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. We are very glad that we have found in Investment Trends a reliable partner who understands our business needs and requirements.
flatex
Investment Trends provided us with the first CFD and FX report for the German market. This report allowed us to receive a deep insight into the market environment and our own products and delivered important information for our line of business. 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. We are very glad that we have found in Investment Trends a reliable partner who understands our business needs and requirements.
Shai Heffetz, Head of Financial spread betting and CFD
PartyGaming
“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.
We look forward to continue working together.”
PartyGaming
“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.
We look forward to continue working together.”
Chris Burke, Strategic Marketing Manager,
Paddy Power
“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.”
Paddy Power
“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.”
Mike Blomfield. Managing Director, Asia Pacific,
MF Global
I have been a regular client of Investment Trends research since the firm’s inception in 2004, as head of two different firms. Here at MF Global in Asia I use Investment Trends reports across numerous countries. Besides their tactical value in each market, they have also helped us optimise our overall growth strategy across markets. The availability of accurate, insightful and consistent research to support such capital allocation decisions is invaluable.
MF Global
I have been a regular client of Investment Trends research since the firm’s inception in 2004, as head of two different firms. Here at MF Global in Asia I use Investment Trends reports across numerous countries. Besides their tactical value in each market, they have also helped us optimise our overall growth strategy across markets. The availability of accurate, insightful and consistent research to support such capital allocation decisions is invaluable.
Andrew Barnett, General Manager, Retirement Solutions,
MLC
In my previous role at AXA, my team and I used Investment Trends syndicated and bespoke research services at every stage to feed into the design, evolution and positioning of the AXA North Platform. This research helped us take AXA North from concept to being the most popular capital guaranteed product among Australian advisers in a few short years.
Based on this success, I continue to use Investment Trends as a key resource to help us in developing our next generation of products at MLC.
MLC
In my previous role at AXA, my team and I used Investment Trends syndicated and bespoke research services at every stage to feed into the design, evolution and positioning of the AXA North Platform. This research helped us take AXA North from concept to being the most popular capital guaranteed product among Australian advisers in a few short years.
Based on this success, I continue to use Investment Trends as a key resource to help us in developing our next generation of products at MLC.
Michael Blomfield, General Manager,
Commonwealth Securities
“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.”
Commonwealth Securities
“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.”
Dan Powell, Executive Director, Sales & Marketing,
ING Australia Limited
“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.”
ING Australia Limited
“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.”
Nicolette Rubinsztein, General Manager Strategy,
Colonial First State
“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.”
Colonial First State
“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.”
David Wappett – Head of Product, MasterKey Custom,
MLC
“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.”
MLC
“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.”
Mark Corradi, Executive Manager,
Colonial Geared Investments
“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.”
Colonial Geared Investments
“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.”
Russell Karlson,
Head of Westpac Broking
“Investment Trends provides our business with responsive, relevant and informative research and analytics allowing us to make confident, customer-focused business and product decisions.”
Head of Westpac Broking
“Investment Trends provides our business with responsive, relevant and informative research and analytics allowing us to make confident, customer-focused business and product decisions.”
Brian Bissaker, CEO,
Colonial First State
“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.”
Colonial First State
“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.”
Brian Phelps, General Manager,
CommSec Distribution, Equities and Margin Lending, Business & Private Bank
“CommSec utilises a number of the Investment Trends Reports each month, including the On-line Broking and CFD Reports to name a few. These reports help us to track are performance compared to our competitors, whilst offering invaluable feedback from the survey participants (our clients) on the specifics of our offering – including the good and the bad.
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.
Investment Trends’ monthly customer experience optimisation surveys are a very useful management tool as they allow us to track Customer Satisfaction as it relates back to the businesses’ KPIs. Each staff member is tasked with achieving (for clients) a range of customer satisfaction targets, with the aim of improving the survey scores / outputs each month.”
CommSec Distribution, Equities and Margin Lending, Business & Private Bank
“CommSec utilises a number of the Investment Trends Reports each month, including the On-line Broking and CFD Reports to name a few. These reports help us to track are performance compared to our competitors, whilst offering invaluable feedback from the survey participants (our clients) on the specifics of our offering – including the good and the bad.
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.
Investment Trends’ monthly customer experience optimisation surveys are a very useful management tool as they allow us to track Customer Satisfaction as it relates back to the businesses’ KPIs. Each staff member is tasked with achieving (for clients) a range of customer satisfaction targets, with the aim of improving the survey scores / outputs each month.”
James Staltari, Executive Director,
Westpac, Equities
“Investment Trends provides our monthly customer satisfaction tracking for both of our broking businesses, Westpac Online Investing and St George directshares.
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.
Most importantly, Mark and his team are able to draw on their industry expertise and provide context of the results.
I have no hesitation in recommending Investment Trends research.”
Westpac, Equities
“Investment Trends provides our monthly customer satisfaction tracking for both of our broking businesses, Westpac Online Investing and St George directshares.
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.
Most importantly, Mark and his team are able to draw on their industry expertise and provide context of the results.
I have no hesitation in recommending Investment Trends research.”
Tim Keegan, Head of Online Trading,
Macquarie Private Wealth
“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.”
Macquarie Private Wealth
“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.”
Giles Craig, Head of Private Client,
AMP Capital
“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.”
AMP Capital
“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.”
Andrew Barnett, Head of Structured Solutions,
AXA Australia
“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.”
AXA Australia
“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.”
Louisa Williams, Senior Marketing Manager-Investment Lending
ANZ
“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.”
ANZ
“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.”
Darren Pettiona, CEO,
Investorfirst Ltd
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.
Investorfirst Ltd
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.
Scott Monotti, Head of Advisers Solutions,
IOOF Investment Management Ltd
“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.”
IOOF Investment Management Ltd
“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.”
Connie Mckeage, CEO,
OneVue Limited
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.
OneVue Limited
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.
Dean Thomas, General Manager – Product, Wealth Management,
Asgard
“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.”
Asgard
“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 Barker, General Manager – Wealth Management Products,
Aviva
“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.”
Aviva
“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.”
Michael Heine, CEO,
netwealth
“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.”
netwealth
“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.”
Matt Heine, Director – Distribution & Marketing,
netwealth
“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.”
netwealth
“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.”
Scott Anderson, Head of Strategy,
Skandia
“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.”
Skandia
“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.”
Edrick Ho, Head of Operations, Advice Business Solutions,
Sealcorp Holdings Limited
“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.”
Sealcorp Holdings Limited
“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.”
Jon Slack, Head of Marketing,
Centric Wealth
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.
Centric Wealth
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.
Simon Ford, Managing Director, Alternative Investments,
Credit Suisse
“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.”
Credit Suisse
“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.”
Chris Larsen, Director, Head of Asset Management Australia,
Deutsche Asset Management (Australia) Limited
“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.”
Deutsche Asset Management (Australia) Limited
“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.”
Craig Keary, Head of Direct Banking and Securities Services,
HSBC
“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.”
HSBC
“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.”
Colin Davidson, Director, Product & Marketing,
Bell Potter Securities Limited
“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.”
Bell Potter Securities Limited
“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.”
Gurpreet Sidana, CEO,
Religare Securities Australia
Investment Trends provide an invaluable combination of insightful market research and trends through their market reports. 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 for Religare to establish a successful presence in Australia. I must acknowledge that Mark together with his team at Investment Trends have detailed industry knowledge and expertise.
Religare Securities Australia
Investment Trends provide an invaluable combination of insightful market research and trends through their market reports. 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 for Religare to establish a successful presence in Australia. I must acknowledge that Mark together with his team at Investment Trends have detailed industry knowledge and expertise.
Tim Tez, Head of Individual Life Product Management,
AIA Australia Limited
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.
AIA Australia Limited
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.
Dr Rosalyn deVries, Marketing Intelligence Manager,
UniSuper
As Marketing Intelligence Manager, I need reliable information upon which to base my recommendations to the business. Having Investment Trends’ data and analysis helps shape my thinking and adds an important industry dimension to my 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. They are professional, responsive and easy to work with throughout the data collection process and they finally tie the data together in a presentation that offers insights and recommendations for future focus.
UniSuper
As Marketing Intelligence Manager, I need reliable information upon which to base my recommendations to the business. Having Investment Trends’ data and analysis helps shape my thinking and adds an important industry dimension to my 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. They are professional, responsive and easy to work with throughout the data collection process and they finally tie the data together in a presentation that offers insights and recommendations for future focus.
Paul Barnes, VP Marketing & Media,
Morningstar UK Ltd
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.
Morningstar UK Ltd
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.
Johannes Pfeuffer, Head of Corporate Communications
BoerseGo AG
“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 into both the German CFD and FX market and our diverse client groups. These insights will be very useful in the processes of optimizing our existing products and developing new services that fulfill the needs of our clients. Especially the depth of Investment Trends’ research was impressive. Thus, we are already looking forward to participate in the 2012 survey.”
BoerseGo AG
“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 into both the German CFD and FX market and our diverse client groups. These insights will be very useful in the processes of optimizing our existing products and developing new services that fulfill the needs of our clients. Especially the depth of Investment Trends’ research was impressive. Thus, we are already looking forward to participate in the 2012 survey.”
Simon Wake, Group Marketing Director,
Financial Review Group
The Financial Review Group has been using the insights and analytics from Investment Trends for some time. I’m always impressed with the level of detail and understanding provided by their reports, and the industry knowledge held by the team.
Financial Review Group
The Financial Review Group has been using the insights and analytics from Investment Trends for some time. I’m always impressed with the level of detail and understanding provided by their reports, and the industry knowledge held by the team.
Richard Watts, External Relations Manager & Legal Counsel,
Industry Super Network
The excellent work undertaken by Investment Trends provides ISN with valuable and unique insights.
Industry Super Network
The excellent work undertaken by Investment Trends provides ISN with valuable and unique insights.
John O’Shaughnessy, Deputy CEO,
Investment and Financial Services Association (IFSA)
“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.”
Investment and Financial Services Association (IFSA)
“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.”
Michael Nearhos, General Manager Marketing Media & Analytics,
Commonwealth Securities
“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.”
Commonwealth Securities
“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.”
Mike Fielding, Head of Product,
Sealcorp Holdings Limited
“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.”
Sealcorp Holdings Limited
“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.”
