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Planned

Planned projects for the future include:

European Corporate Treasurers

Updating the 2006 project. This research report will expand on the earlier project providing additional insights into the selection process used by corporate treasurers in the UK and Europe.

European Fund Selectors

Research amongst fund selectors at private banks, platforms, retail banks (where relevant) and asset aggregators. This project will cover both Europe and Asia on a country by country basis.

Investment Consultants

Update to the 2006/2007 report on investment consultants who are responsible for advising pension funds on fund manager selection.

Pension Funds Asset Allocation Report

This report will provide an overview of the asset allocation structure of the leading pension funds in the UK and Europe. In total, 150 pension funds will be interviewed to learn about their allocation and anticipated change over the next 1 and 3 years. Included in this report, where possible, will be details of each mandate, including contact name (at pension fund), fund manager appointed and review date.

 

 For access to any complete reports, or to include bespoke questions within any planned project, please contact us in London to arrange a meeting.

Bespoke Projects

Fundamental Research undertakes bespoke research projects for investment banks, fund managers and securities services providers.

Project range of the measurement of 'appetite' for new products to brand measurement.

Our database of over 4,000 professional fund buyers across Europe is unparalleled and maintained on a daily basis through telephone interviews and conversations.

As specialists in the 'professional fund buyers' space, we are able to conduct research amongst niche market segments (eg. fund selectors at private banks with responsibilities for selecting long only equity products).

Brand Measurement

On a bespoke basis, Fundamental Research conducts brand measurement research projects for fund managers in the UK and Europe - specifically within the institutional and wholesale/retail channels.

Noting Surveys

Measuring the reaction to advertising creative is vital for planning campaigns. Fundamental Research conducts noting surveys for clients on request to measure the 'reception' of their creative amongst their target audiences.

To discuss a project, please contact us in London.

 
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