Financial Services
Deep insights to deliver better results
Introducing the 2020 Cogent Syndicated Catalog
Cogent Syndicated provides industry-leading, comprehensive insights that strengthen brands and products by focusing on attitudes, behaviors, and the most effective way to influence target audiences.
The topics we cover are responsive to current issues and always align with our expertise of measuring brand awareness, strength, and perceptions; identifying current and emerging industry trends; benchmarking key areas of growth; and providing competitive intelligence.
Boost profitability, improve competitive positioning, optimize distribution strategy, maximize marketing campaign effectiveness, and increase market share with this annual report. As the most trusted resource for advisor intelligence, Advisor Brandscape provides a holistic view of the advisor landscape across all of the top providers in the mutual fund and ETF categories.
Evaluate, track and benchmark your brand against competitors and predict future trends. Updated monthly, Cogent Beat Advisor helps you keep your finger on the pulse of the evolving attitudes and behavior of advisors to effectively grow your business and your brand.
Uncover and evaluate trends in environmental, social and governance (ESG) investing. Cogent Syndicated will use both quantitative and qualitative techniques to provide deep, focused insights on the broad term of ESG investing.
Discover where, when, how and on what devices financial advisors are consuming media to inform effective media campaigns and increase advertising ROI. Hone in on your target audience to build effective, multichannel media plans.
Evaluate, track and benchmark your brand against competitors and predict future trends. Updated monthly, Cogent Beat Investor helps you keep your finger on the pulse of the evolving attitudes and behavior of affluent investors to effectively grow your business and your brand.
This new investor-based qualitative study will help asset managers and distributors boost engagement, uncover best-in-class practices and improve marketing ROI. This report will help optimize affluent investor experiences and determine the best way to allocate marketing spend to differentiate content and stay relevant and competitive.
Uncover and evaluate trends in environmental, social and governance (ESG) investing. Cogent Syndicated will use both quantitative and qualitative techniques to provide deep, focused insights on the broad term of ESG investing.
Enhance investor segmentation strategy, improve marketing and communication, identify opportunities to enhance market share and boost profitability among your target investor market. Investor Brand Builder provides a detailed overview of the investor marketplace and the leading distributors and mutual fund and ETF providers.
Size the rollover IRA market and identify opportunities to attract rollover assets by evaluating your brand among the firms best positioned to capture rollover funds.
Discover where, when, how and on what devices affluent investors are consuming media to inform effective media campaigns and increase advertising ROI. Hone in on your target audience to build effective, multichannel media plans.
Benchmark your plan participants’ satisfaction against key competitors and identify opportunities to cross-sell products, attract rollover dollars and increase engagement among DC plan participants.
Uncover and evaluate trends in environmental, social and governance (ESG) investing. Cogent Syndicated will use both quantitative and qualitative techniques to provide deep, focused insights on the broad term of ESG investing.
Increase DC market share, optimize distribution strategy, strengthen advisor satisfaction and improve competitive positioning with this annual report. The report pinpoints competitive strengths and weaknesses for plan providers and investment managers on key brand, service and loyalty metrics.
Pinpoint competitive strengths and weaknesses in brand, loyalty and key plan sponsor experience metrics to maximize acquisition opportunities and minimize attrition in the DC retirement plan market. Assess 401(k) plan sponsors’ perceptions of and experience with over 30 plan providers and nearly 50 DC investment managers.
Maximize brand equity, boost acquisition potential and ward off client attrition with this annual view of the institutional market. Get a deep-dive into the behaviors and attitudes of senior investment professionals managing DB pensions, endowments and foundations and examine trends in asset allocation and investment strategies and the variables that lead to selection.
We work with 9 out of 10 of the world’s top asset managers
| Company | 2019 AUM (€bn) | 2018 AUM (€bn) | Change |
|---|---|---|---|
 | 5,251.2 | 5,315.4 | -1.2% |
 | 4,257.2 | 4,090.0 | +4.1% |
 | 2,196.8 | 2,316.5 | -5.2% |
 | 2,096.6 | 2,003.3 | +4.7% |
 | 1,498.2 | 1,585.9 | -5.5% |
 | 1,486.0 | 1,471.2 | +1% |
 | 1,467.3 | 1,504.4 | -2.5% |
 | 1,451.7 | 1,462.4 | -0.7% |
 | 1,425.1 | 1,426.1 | -0.1% |
 | 1,204.8 | 1,160.6 | +3.8% |
IPE Research. IPE Top 400 Asset Managers 2019. June 5, 2019.
https://www.ipe.com/Uploads/j/e/b/Top-400-Asset-Managers-2019.pdf
Successfully planning for retirement means more than just a setting up a 401(k). Affluent investors are looking for guidance from financial advisors with generating in-retirement income.
Fintech has seen user growth slow and adoption rates stagnate as it seeks to move beyond early adopters and into the mass market.
