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The intention is to build a picture of how the market works – how much business
is being done, which segments of the market are successful, what activities drive
growth and what obstacles stand in the way of progress. Ultimately the results
of these surveys help to identify emerging trends, threats and opportunities
and inform our readers about the latest developments in the market.
We have undertaken two surveys as part of this report, one focused on advisers
and one on private investors. Each survey took participants less than 10 minutes to
complete. The questions were straightforward and easy for participants to answer.
METHODOLOGY
All of our surveys are built in-house and hosted online. We primarily collect
quantitative data to help identify emerging trends within the market. These are
supported by a small number of qualitative questions that allow us to draw conclusions
about market sentiment and provide context to current market trends.
CONFIDENTIALITY AND USE OF DATA
All of the survey results are kept completely anonymous and treated in the strictest
confidence. We do not share underlying data with any third parties or publish it elsewhere.
RATIONALE
We regularly conduct surveys of market
participants including financial advisers,
wealth managers, professional intermediaries,
investment providers and private investors.
