Self Managed Super Funds
Investor Report
This report will give you an extensive range of valuable insights, including:
- The drivers, experience and difficulties of running a SMSF
- Investments, investment strategies, goals and behaviour. Interest in gearing within super.
- Dealing with advisers and product suppliers
- Investment vehicles: share trading
- Investment vehicles: managed funds
- Investment platforms
- Media usage
- SMSF member profile
Accountant Report
This report will give you an extensive range of valuable insights, including:
- Accountant attitudes to SMSFs
- Accountants level of SMSF engagement
- Where SMSF advice fits in to accountants’ businesses
- Servicing SMSFs – Who provides/services different aspects of the SMSF process
- Fee structures
- Investment strategies, goals and behaviour: Extent of accountants’ influence on
- Investment selection (both those who are and are not PS146 compliant)
Planner Report
This report will give you an extensive range of valuable insights, including:
- Planner attitudes to SMSFs.
- Their level of engagement.
- SMSF usage: Where SMSFs fit into planners’ business.
- Servicing SMSFs: Who provides/services different aspects of the SMSF process.
- Charging structures: Asset based versus annual fees.
- Investment strategies, goals and behaviour
- Borrowing within super: Interest level and desired product attributes
Planner Technology
Planner Technology Report
This Report tracks the usage of technology (investment platforms and planning software) by financial planners and. The Report includes:
- Primary and secondary market shares
- Satisfaction with current offerings
- Statistical analysis to determine the ultimate drivers of overall adviser satisfaction
- Benchmarking of strengths and weaknesses of each major provider
- Gap analysis at an industry level: What are the current opportunities and unmet needs?
- Current priorities in terms of selection behaviour and desired improvements
Platform Report
This Report will help you:
- Independently benchmark your platform against competitors across all key aspects of adviser functionality.
- Assess which platforms are leading the industry in functions and features most important to financial planners.
- Evaluate if platform functionality across the industry has improved since 2006 and which platforms are improving their offerings faster than others.
- Determine how wide the functionality gaps are between Full Function Platforms and Standard Platforms.
- Prioritise spending on technology and process improvements to maximise return on investment from finite resources.
Planning Software Report
This Report will help you:
Risk
Planner Risk Report
This Report will give you valuable insights into planners’ usage of risk products including:
Risk specialists:
- Criteria for insurer selection and software selection, and how this is changing over time
- What they are looking for from insurance providers, investment platforms and planning/risk software applications
- Where the gaps/ opportunities are
Mainstream advisers:
- Anticipated growth in risk advice
- How advisers write risk now and in the future
- Adviser criteria for insurer, platform and software selection
- What improvements advisers are looking for
- Where the gaps/opportunities are
Life Insurance Benchmarking Report
This Report benchmarks enhancements life insurers have made in each of the following areas:
- Transaction: Online application placement processes and procedures
- Decision: Decision support tools and services: Research, Calculators/Modellers, Alerts, Search
- Reporting: Reporting tools and display: Queries, Reports, Formats, Correspondence, Compliance Docs
- Access: Online access and permissions, Workflow, Business Reporting, CC Integration, Multi policy discounts and grouping / segmentation
- Integration: Integration to/from Planning Software, logins & websites
HNW / Alternative Investments
High Net Worth Investor Report
The most comprehensive analysis of the HNW market currently available, based on extensive research of over 1,600 HNW investors, covering:
- How HNW investors view the current crisis
- How their views and, more importantly their actions are changing
- The types of investments they are likely to make in the future
- Their satisfaction with their advisers and the areas where they want more guidance
- Which media most impact their decision making
- The importance of brand
- How financial services professionals need to adapt to survive
Alternative Investments: Investor Report
This Report will help you gain a better understanding of investor demand for alternative investments and their decision making process, including:
- Attitudes and approach toward different alternative investment products
- How products are researched
- Channel issues and key influencers
- Triggers for investing by product
- The differences and relationships between various alternative investment categories
- Adviser relationships and inter-relationships
- Investment strategies, goals and behaviour
Alternative Investments: Planner Report
This Report provides a detailed picture of planner appetite for mainstream and alternative investments covering:
- The impact of the current extreme market volatility on advisers and their advice
- Advisers’ expected changes in investment approach, for example:
- International versus domestic assets
- Discrete versus pre-blended managed funds
- Direct equities
- Structured products
- Adviser attitudes, approach and demand for different alternative investment products
- Current demand by alternative investment product
- The differences and relationships between various alternative investment categories
Investor Needs
Advice and Limited Advice Report
This Report focuses on the advice needs of Australians in order to help product and service providers optimise their advice offering to investors.
- Profile of investors most likely to be seeking advice
- Providers they are using
- Type of advice they are getting
- How much investors are paying for advice, and how
- What are the catalysts for seeking financial advice
- Perceived value of financial advice
- Which areas they need the most advice
- Who they think should be providing the advice
Investor Sentiment & Comm’s Report
The goal of this Report is to help product providers understand:
- Investor sentiment in the current volatile markets and how this has changed from the height of the GFC
- What investors are expecting from their product providers
- Which communications messages are resonating with them (and which are not)
- Which providers they feel are doing a good/bad job and why
- Where are the gaps
- What do we, as an industry need to do to increase loyalty, trust and retention amongst investors
Retirement Income Report
To aim of the Report is to quantify how well Australians (accumulators and pre retirees) are prepared for retirement. It includes:
- Main super provider and views towards them (NPS rating)
- Extent to which super will fund retirement vs other investments
- Impact of market volatility and budget super changes
- Dependence on Age Pension
- Types of income stream chosen and why.
- Future income planning
- Product awareness
- Demand for new products that protect retirement income against market risk and longevity
- When do investors contemplate retirement advice? Where and from whom?
- Rating of planners across 10 key attributes, and most useful contribution to retirement plans
- Gaps/ needs going forward
- How they’d prefer to pay for advice ongoing
Margin Lending
Investor Report
This Report examines investor usage of margin lending to determine key factors in acquisition, satisfaction and churn.
It covers:
- Market share and dynamics
- Perceived benefits and barriers to margin lending
- Market share by channel, conversion rates, competitive positioning of margin lenders by client type
- Acquisition: drivers of lender selection, changes in selection drivers over time, role of advisers in lender selection
- Churn and retention: levels and drivers of churn, proportion of lost clients relative to share in recent inflows.
- Incidence of margin calls, channels used, satisfaction with handling, action taken after call.
- Brand awareness and positioning
- Drivers of overall satisfaction across 27 key metrics, industry gap analysis, industry league tables
- Differences between current and prospective margin lending clients
Broker Report
This Report examines the distribution of margin loans via the financial broker channel covering:
- Perceived value and anticipated growth of asset classes
- Expected movement of interest rates in asset classes
- Drivers to increase and decrease gearing
- Total incidence and level of borrowing across gearing products
- Preferred forms of gearing overall and for specific types of clients
- Information clients receive about margin lending from planners
- Current proportion of borrowings going to managed funds versus shares and other investments
- Barriers and catalysts to further margin lending usage
- Market share and positioning
- Brands, product selection criteria and satisfaction levels.
- Drivers of loan selection
Planner Report
This Report examines the distribution of margin loans via the financial planner channel covering:
- Perceived value and anticipated growth of asset classes
- Drivers to increase and decrease gearing
- Total incidence and level of borrowing across gearing products
- Preferred forms of gearing overall and for specific types of clients
- Information clients receive about margin lending from planners
- Current proportion of borrowings going to managed funds versus shares and other investments
- Barriers and catalysts to further margin lending usage
- Market share and positioning
- Brands, product selection criteria and satisfaction levels.
- Perceived benefits of margin lending
- Drivers of loan selection
Planners and Direct Equities
Planners: Direct Equities (& SMA) Report
This report examines the understanding, perception, adoption and usage of SMAs by financial planners. We examine planners currently using SMAs (SMA planners), planners not using SMAs (Non SMA planners) and planners that had used SMAs but no longer do so (Ex-SMA planners).
The Report examines:
- Market awareness, product awareness, brand awareness and attitudes
- Product positioning, features, preferences (financial, competitive and online)
- Demand for SMAs, drivers, hurdles
- Likely migration/adoption rate, triggers
- Target clients for investment
- Cost expectations
SMA Benchmarking and Technology Report
This Report provides a detailed comparison of the functionality of the separately managed account (SMA) products available to investors. The Report covers:
- The relative strengths and weaknesses of the current SMA products
- Top level result including overall best SMA and best by category
- Summary of SMA product results and relative strength and weaknesses
- Full graphical comparison of products by category and subcategory
- Comparative cost analysis of the leading SMA providers
Trading behaviour
Contracts For Difference (CFDs)
Investment Trends has been researching the Australian CFD market since 2005. This Report covers:
- Market size
- Attitudes and behaviour towards CFDs
- How traders are CFDs
- Which product providers they prefer and why
- Profile current CFD users
- Examine the next wave of users
- Barriers to usage, and how resilient these barriers are likely to be
- Migration paths, timing, and subsequently risk areas
- Understand the catalysts that might increase/accelerate adoption
- Understand drivers of overall client satisfaction
Online Broking Report
Investment Trends has been researching the Australian online broking market since 2004. This Report covers:
- Market size and dynamics
- Market shares by broker, including perceptions of each brand amongst online traders
- Reasons for selecting main broker
- Overall satisfaction with main broker across key service elements
- Key drivers of client satisfaction
- Gap analysis, overall and by broker
- Percentage of investors looking to change broker, where they are coming from, reasons behind change, where they will go and how to tap into this market
- Media usage
- Forms of gearing used/ preferred
International
UK Financial Spread Betting/ CFDs Report
This report provides a detailed analysis of the financial spread betting (FSB) and contracts for difference (CFD) markets in the United Kingdom, covering:
- Size of each market and the extent of overlap between the two
- Attitudes and behaviour towards FSB and CFDs
- How traders are using FSB and CFDs
- Which product providers they prefer and why
- Profile current FSB and CFD users
- Examine the next wave of users
- Barriers to usage, and how resilient these barriers are likely to be
- Migration paths, timing, and subsequently risk areas
- Understand the catalysts that might increase/accelerate adoption
- Understand drivers of overall client satisfaction
UK Online Broking
This report provides a detailed analysis of the online broking market in the United Kingdom, covering:
- Market size and dynamics
- Market shares by broker, including perceptions of each brand amongst online traders
- Reasons for selecting main broker
- Overall satisfaction with main broker across key service elements
- Key drivers of client satisfaction
- Gap analysis, overall and by broker
- Percentage of investors looking to change broker, where they are coming from, reasons behind change, where they will go and how to tap into this market
- Media usage
- Forms of gearing used/ preferred
Singapore CFD/ FX Report
This report provides a detailed analysis of the foreign exchange (FX) and contracts for difference (CFD) markets in Singapore, covering:
- Size of each market and the extent of overlap between the two
- Attitudes and behaviour towards FX and CFDs
- How traders are using FX and CFDs
- Which product providers they prefer and why
- Profile current FX and CFD users
- Examine the next wave of users
- Barriers to usage, and how resilient these barriers are likely to be
- Migration paths, timing, and subsequently risk areas
- Understand the catalysts that might increase/accelerate adoption
- Understand drivers of overall client satisfaction.
Germany CFD Report
This report provides a detailed analysis of the contracts for difference (CFD) market in Germany, covering:
- Market size
- Attitudes and behaviour towards CFDs
- How traders are CFDs
- Which product providers they prefer and why
- Profile current CFD users
- Examine the next wave of users
- Barriers to usage, and how resilient these barriers are likely to be
- Migration paths, timing, and subsequently risk areas
- Understand the catalysts that might increase/accelerate adoption
- Understand drivers of overall client satisfaction
Other Adviser Reports
Planner Business Model Trends Report
The Report covers current trends among Australian financial planners with respect to:
- Planners revenue models and predicted revenue models, by product type, dealer group channel and experience of planner
- Dealer group channel and ownership structures
- Segmentation of planners based on average FUA per investor
- Analysis of the use of multi-manager products
Advisor Product Needs Report
This Report provides a detailed picture of planner appetite for mainstream and alternative investments covering:
- The impact of the current extreme market volatility on advisers and their advice
- Advisers’ expected changes in investment approach, for example:
- International versus domestic assets
- Discrete versus pre-blended managed funds
- Direct equities
- Structured products
- Adviser attitudes, approach and demand for different alternative investment products
- Current demand by alternative investment product
- The differences and relationships between various alternative investment categories
