A subscription to this research stream gives access to five reports a year

For companies looking to understand how self-directed investors access the investment market and the growing significance of digital distribution. Includes in-depth data on direct platforms and alternative digital services, including live user testing.

Market Overview

Analysis of key metrics including assets, customer numbers and flows. Growth trends and market themes identified from interviews with a variety of leading services. Full profiles of the largest direct platforms, and coverage of over 50 other digital investing services providing whole of market access or more restricted offerings. Presents a detailed picture of D2C addressable market and market characteristics.

Investment Distribution

How guidance influences investment distribution through D2C services, including select lists, ready-made portfolios and multi-asset solutions. The development and distribution of ESG solutions and forms of ESG guidance available.

Market Update

Mid-year update on direct platform and digital wealth manager data and market trends.

Investor Experience

Evaluation of the user experience of the leading direct platforms and non-platform services. Propositions are tested, rated and ranked using live accounts.

UK Consumer Insights

Illustrates the investing landscape in the UK and identifies consumers’ views about financial brands and products. The report looks at the behaviours of the end investor and how these have altered in recent years. Our consumer samples include self-directed investors, advised investors as well as non-investors. Available to all subscribers of UK reports and packages.

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