Trusted by platforms, life companies and fund management firms to deliver expert research. Our insights inform propositions, products and distribution.
Our work covers the adviser, direct-to-consumer (D2C) and retirement markets, the influences in fund distribution in the UK and the investment distribution landscape in Europe and Asia.
We work with platform providers, fund managers, life companies, advisory firms, distributors, partners of platforms and platform users.
We help providers with strategy, market intelligence and proposition development. We also work with advisor firms, helping with their platform selection and due diligence.
Content and insights are delivered in reports, through live events, in person briefings and webinars.