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2014 Research Catalog
Advisor-Based Studies
Perspective™ Series: Broad-based market intelligence
solutions to help asset managers and product providers
understand their marketplace, improve competitive
positioning, optimize distribution, and identify opportunities
to grow and strengthen relationships with advisors.
Advisor Brandscape®
This comprehensive annual survey reveals evolving
product use and practice trends among the entire
population of US financial advisors, and how these shifts
are impacting the competitive product provider landscape.
The report includes annual benchmarks, rankings, and
individual company scores across a wide range of critical
brand metrics for all leading mutual fund, ETF and variable
annuity providers. In addition to year-over-year trending
on brand performance, Advisor Brandscape also explores
the overall impact of brand imagery and identifies the
perceived strengths and weaknesses of individual
companies.
The 2014 Advisor Brandscape will include access to
customized analysis and the full data set via Cogent’s new
state-of-the-art online reporting platform.
Release date: Jul 2014
Investment: $35,000
Cogent Beat™ Advisor NEW
New in 2014, Cogent Beat Advisor will offer clients
exclusive and customized access to critical market
insights and individual company performance on a
continuous basis throughout the year. In addition to
tracking more than a dozen core brand metrics, Cogent
Beat Advisor will flag early-stage product adoption and
emerging investment trends. Users can also predict future
advisor investment momentum at the product and
individual provider levels and pinpoint where momentum
is occurring. Individual provider wholesaler activity and
impact is monitored continuously, as is advisors’ reported
engagement through social media, advertising and webinars.
Fixed Annuity Brandscape™
Following in the footsteps of Cogent’s Advisor
Brandscape report, this study will explore trends in
awareness, perception usage, share of assets and loyalty
to the top fixed and fixed indexed annuity providers
among all producers licensed to sell these products. The
report will enable subscribers to improve competitive
positioning, optimize distribution strategy and identify
opportunities to grow profitable market share.
Release date: Sep 2014
Investment: $35,000
Discovery™ Series: Focused reports covering critical
and timely issues.
Patterns in Advisor Media Consumption™
This report examines advisor trends and preferences for
various types of media, including traditional print, radio,
television, online, social, mobile and other sources for
financial information. It examines the sources advisors
most rely on and analyzes differences in preferences and
usage by channel and AUM. The report provides insights
for asset managers into optimal targets for advertising,
content and other outreach strategies.
Release date: Apr 2014
Investment: $9,500
Advisor Touchpoints™
Through a survey of 600 advisors, this study helps product
providers identify the most effective methods and
frequency of advisor communication to maximize their
marketing and sales efforts. The report provides
benchmarks in current mutual fund, ETF, and variable
annuity communication practices and also explores the
impact of both push and pull marketing on key metrics
including loyalty, purchase intent and share of wallet.
Release date: Nov 2014
Investment: $9,500
Examples of Key Features for Cogent Beat Advisor:
• Continuous data collection (300–500 monthly interviews)
• Monthly data feeds
• Quarterly written analysis and commentary
• Easy-to-use online dashboard
– Customized client views
– Full access to data set
– Email alert system
Launch: Jan 2014
Contact us for information on pricing and subscription options.
For more information: [email protected] or call 888.962.3312
Visit us: cogent-reports.com
Read our blog: freshmr.com
2014 Research Catalog
Advisor-Based Studies continued
Wholesaler Impact on Future Investment™ (WIFI)
This study helps maximize the effectiveness of the internal
and external sales teams to support ongoing advisor
loyalty and business development programs, increasing
both revenue and profitability. The report provides
competitive benchmarks on the effectiveness of external
and internal wholesaler support and drills down into the
key drivers that are most strongly correlated with loyalty
and investment momentum. The report includes
benchmarks at the overall channel and AUM levels for the
leading mutual fund, ETF and variable annuity providers.
Release date: Sep 2014
Investment: $9,500
Cogent Focus Insights™ (CFI): Qualitative research
to explore emerging issues and broad challenges facing
the companies and organizations we serve.
Trends in ETF Usage™
Through a series of focus groups with advisors, this study
provides insights into emerging trends in ETF usage,
trends in product design and consideration, the importance
of the underlying index and selection criteria for active or
rules-based products.
Release date: Jun 2014 Investment: $25,000
For more information: [email protected] or call 888.962.3312
Visit us: cogent-reports.com
Read our blog: freshmr.com
2014 Research Catalog
Investor-Based Studies
Perspective™ Series: Broad-based market intelligence
solutions to help asset managers and product providers
understand their marketplace, improve competitive
positioning, optimize distribution and identify opportunities
to grow and strengthen relationships with investors.
Investor Brandscape®
This annual report is based on a nationally representative
sample of over 4,000 affluent and high net worth
investors. It covers a broad set of topics related to
product use and preferences, and additionally, explores
the relationship between investors and the advisors.
Investor Brandscape also provides detailed rankings,
scores and analysis of key brand metrics and brand
imagery for all of the leading product distributors and
manufacturers, trending these findings over several years.
The 2014 Investor Brandscape will include access to
customized analysis and the full data set via Cogent’s new
state-of-the-art online reporting platform.
Release date: Oct 2014 Investment: $35,000
Cogent Beat™ Investor NEW
New in 2014, Cogent Beat Investor will offer clients
exclusive and customized access to critical market
insights and individual company performance measures
on a continuous basis throughout the year. In addition to
tracking more than a dozen core brand metrics, Cogent
Beat Investor will flag early-stage product adoption and
emerging investment trends among investors, and permit
users to access and view the data through an easy-to-use,
customized online dashboard. In addition to tracking
brand performance, users will be able to anticipate
marketplace momentum at both product and individual
provider levels, and identify specific groups that are
driving these changes. Ongoing investor engagement
tracking will provide details on how and where providers
are reaching their target audiences, and whether or not
their current messaging is resonating.
Discovery™ Series: Focused reports covering critical and
timely issues.
The Self-Directed Investor™
This report examines the mindset of the self-directed
investor—individuals who make their own investment
decisions without the assistance of a financial advisor. It
profiles the self-directed investor in terms of product
usage, risk tolerance, communication preferences and
perceptions of distributors, mutual funds, ETF and VA
providers.
Release date: May 2014 Investment: $7,500
Emerging Investor Trends™
Through a survey of 2,000 affluent investors, this report
examines the mindset of affluent Gen X & Y investors
through profiling and identifying behaviors and
perceptions of distributors, mutual funds, VA and ETF
providers. A comparison to older investors provides
invaluable information on how their needs and preferences
are changing the investor marketplace. It also explores the
impact of communication with product providers,
relationships with financial advisors and usage of social
and other media on financial decision making.
Release date: Jun 2014 Investment: $7,500
Gender Matters: Women and Investing™
This report examines the mindset of affluent female
investors through profiling and identifying behaviors and
perceptions of distributors, mutual funds, VA and ETF
providers. Through a survey of 2,000 investors, this study
explores the unique needs and preferences of the affluent
female investor in terms of communication with product
providers, relationships with financial advisors and usage of
social and other media for financial and investment information.
Release date: Aug 2014 Investment: $7,500
Examples of Key Features for Cogent Beat Investor
• Continuous data collection (700–900 monthly interviews)
• Monthly data feeds
• Quarterly written analysis and commentary
• Easy-to-use online dashboard
– Customized client views
– Full access to data set
– Email alert system
Launch: Mar 2014
Contact us for information on pricing and subscription options.
For more information: [email protected] or call 888.962.3312
Visit us: cogent-reports.com
Read our blog: freshmr.com
2014 Research Catalog
Investor-Based Studies
Trends Among Ultra-Affluent Investors™
Rollover Assets in Motion™
This report examines the mindset of high net worth
($1 million+) investors through profiling and identifying
behaviors and perceptions of distributors, mutual funds,
VA and ETF providers. A comparison to the broader
investor population provides invaluable information on how
their needs and preferences are changing the investor
marketplace. It also explores the impact of communication
with product providers, relationships with financial
advisors, and usage of social and other media on financial
decision making.
This study of 2,000 affluent investors (with ≥ $100,000 in
investable assets) drills down into the assets investors
hold in current and former employer-sponsored retirement
plans to help firms maximize their opportunity to gain IRA
rollover assets. The report provides sizing for the overall
Rollover IRA market, profiles investors most likely to roll
over their plan assets, identifies the financial services
firms best positioned to capture rollover assets, and
explores the key drivers of Rollover IRA provider and
perceptions of providers on these key attributes.
Release date: Nov 2014 Release date: Dec 2014 Investment: $7,500
Investment: $7,500
For more information: [email protected] or call 888.962.3312
Visit us: cogent-reports.com
Read our blog: freshmr.com
2014 Research Catalog
Institutional-Based Studies
Perspective™ Series: Broad-based market intelligence
solutions to help asset managers and product providers
understand their marketplace, improve competitive
positioning, optimize distribution, and identify opportunities
to grow and strengthen relationships with institutional
investors.
Institutional Investor Brandscape®
This study of 1,200 investment decision makers within DB
pension plans, charities, foundations, and endowments
helps institutional asset managers increase acquisition
potential and minimize potential attrition by identifying
areas of greatest opportunity and key brand attributes that
drive consideration and satisfaction. The report covers
trends in investment strategies and implementation,
explores the selection process institutional investors use
for choosing asset managers, and provides a detailed
assessment of critical brand metrics including awareness,
impression, consideration, satisfaction and loyalty.
Release Date
Region
Investment
Nov 2014
United Kingdom &
European Union
$50,000
Q1 2015
United States
$30,000
Each module includes a report with detailed written commentary.
Retirement Planscape®
This study of over 1,500 plan sponsors helps DC plan
providers understand their competitive position in the
marketplace and identify key opportunities for differentiation
and future growth. The report examines trends in plan
design, usage of intermediaries, awareness, perceptions,
consideration, satisfaction and loyalty to the leading 35
retirement plan providers.
Release date: Sep 2014 Investment: $30,000
DC Participant Planscape™
This study of 5,000 plan participants allows providers to
benchmark themselves against key competitors on critical
aspects of satisfaction and helps plan providers maximize
their cross-selling opportunities, access rollover dollars
and broader financial services products and increase
engagement with this captive audience. The report
examines the perception and relationship these participants
have with their current plan provider and their likelihood to
purchase additional financial service products from the
plan provider in the future.
Release date: Nov 2014 Discovery™ Series: Focused reports covering critical
and timely issues.
DC Investment Manager Brandscape™
This report, based on a survey of over 600 investment
decision makers within DC plans, helps DCIO providers
assess their competitive position in the marketplace
and improve their marketing and distribution efforts to
maximize future growth. The report examines the usage
and perceptions of DCIO providers and includes detailed
analysis on awareness, perception, consideration,
satisfaction, and loyalty to the leading 40 investment
managers in the DC market.
Release date: May 2014 Investment: $20,000
Retirement Plan Advisor Trends™
This survey of committed retirement plan producers
helps DC plan providers and investment managers assess
their competitive position, brand perception and current
experience with this critical distribution channel. The
report examines awareness, impression, usage, loyalty
and future consideration of plan providers and investment
managers among advisors focused on the DC market.
Release date: Sep 2014
Investment: $20,000
Multi-Client Study: Quantitative research to explore
emerging issues and broad challenges facing the
companies and organizations we serve.
DC Sponsor Conversations: A Seat at the Table™
What are the issues that keep plan sponsors up at night?
How can providers address these issues to delight current
clients and win new ones? Through a series of focus
groups with plan sponsors representing a range of plan
size segments, this study will reveal details about the top
priorities of plan sponsors and DC plan producers that
drive their business decisions and affect their perceptions
of, and experience with, providers and investment
managers serving the DC space.
Release date: Apr 2014 Investment: $25,000
Investment: $30,000
For more information: [email protected] or call 888.962.3312
Visit us: cogent-reports.com
Read our blog: freshmr.com
2014 Research Catalog
Institutional-Based Studies continued
Subscription & Licensing
Please contact us at [email protected] or 888.962.3312 for more information about:
• Bundled subscription pricing, multi-year subscription discounts and custom oversamples
• Licensing and distribution
• Private label, co-branding and sponsorship
• Thought leadership
About Market Strategies International and Cogent Reports™
Market Strategies International is a market research consultancy with deep expertise in communications, consumer/
retail, energy, financial services, healthcare and technology. Offering custom research services and syndicated research
products, the firm provides insights from more than 75 countries, focused in the areas of brand, communications, CX,
product development and segmentation. Its syndicated products, known as Cogent Reports, help clients understand the
market environment, explore industry trends and evaluate and monitor their brand and products within the competitive
landscape. Founded in 1989, Market Strategies is one of the largest market research firms in the world, with offices in
the US, Canada and China.
Read Market Strategies’ blog at FreshMR, and follow us on Facebook, Twitter and LinkedIn.
For more information: [email protected] or call 888.962.3312
Visit us: cogent-reports.com
Read our blog: freshmr.com