Institutional investors are tasked with managing multiple relationships with asset managers. But what would cause an institutional investor to review – and potentially ditch – a fund manager? Read CoreData’s latest report to find out. coredataresearch.co.uk/blog/active-re…

Our latest study of global institutional investors reveals the primary triggers for an unplanned review of a fund manager’s mandate. And poor performance is not one of them… pionline.com/cybersecurity/…

The great intergenerational wealth transfer presents financial advisors with an unprecedented opportunity. But what actions are they taking to build relationships with the heirs of existing clients? Read CoreData’s latest report to find out. coredataresearch.co.uk/blog/the-great…

Even before Covid-19, investors were looking to increase allocations to alternatives in expectation of choppy markets. This is one of the key insights to emerge from a survey conducted by CoreData Research for Natixis at the tail end of last year. citywireselector.com/news/selectors…

Almost all institutional investors think they play a vital role addressing the world’s most important challenges including climate change. These are the findings of a new Natixis study based on a CoreData survey. Pensions & Investments reports. pionline.com/esg/institutio…

On the Ferry home, after a long day talking about Economics, I haven’t had time for breakfast or lunch.. there is a beautiful young woman eating fish and chips from a brown paper box on her lap. Best perfume in the world? Salt and vinegar and the odour of fried chips..

The COVID catalyst. Great illustration here. And it has real relevance for financial advice firms. Has Covid-19 transformed your digital offering?

CoreData principal Andrew Inwood speaks to the New Zealand Herald about rising levels of job insecurity among Kiwis in the wake of Covid-19. nzherald.co.nz/business/news/…

ESG to become the norm. Seven in 10 investors say ESG will be a standard industry practice by 2025, according to a Natixis Investment Managers survey conducted by CoreData. institutionalassetmanager.co.uk/2020/05/19/285…

US financial advisers are more optimistic than their global counterparts about stock market returns this year – that’s according to the latest Natixis Investment Managers survey conducted by CoreData Research. thinkadvisor.com/2020/06/16/adv…

Regular communication is key to successful client relationships, say US advisers surveyed by CoreData for a Natixis Investment Managers study. cnbc.com/2020/06/30/adv…

Our recent report about the post-pandemic UK advice landscape is garnering lots of media attention. One in five advisers think the crisis will see more advisers exit the industry than under RDR and four in 10 expect it to widen the advice gap. professionaladviser.com/news/4017812/a…

Our recent research paper shows global institutional investors have doubled down on ESG in the wake of the Covid-19 pandemic. pionline.com/esg/esg-invest…

Barron’s reports on our research findings showing a rising tide of ESG investing amid the Covid-19 pandemic. barrons.com/articles/esg-a…

The SIPP debate rages on. FTAdviser looks at the findings of our recent report which reveals divided views over the role of non-standard assets. ftadviser.com/pensions/2020/…

Our research shows demand for alternative investments has increased in the wake of Covid-19 as global institutional investors look to diversify portfolios. pionline.com/alternatives/m…

J.P. Morgan Asset Management’s Global ETF Study conducted by CoreData shows investors are increasingly looking beyond passive ETFs to gain exposure to active and ESG strategies. tinyurl.com/yxbyyvbh

The Schroders Institutional Investor Study 2020, conducted by CoreData, shows investors are seeking shelter in private assets amid mounting concerns over the impact of a global economic slowdown. londonlovesbusiness.com/global-economi…

This year’s Global Retirement Index (GRI), developed by Natixis Investment Managers and CoreData Research, shows a toxic mix of factors is threatening the wellbeing of retirees around the world. bloomberg.com/news/articles/…

A CoreData study reveals that three-quarters of professional fund buyers think their firm is a cyberattack target as nearly half admit they lack knowledge around cybersecurity. valuewalk.com/2020/09/fund-b…