@CoreData_US

Financial Research and Insights for the US market

 Boston, Massachusetts
coredataresearch.com
Joined January 2012
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40Media
The Schroders Institutional Investor Study 2020, conducted by CoreData, shows investors are seeking shelter in private assets amid mounting concerns over the impact of a global economic slowdown. londonlovesbusiness.com/glob…

Global economic slowdown concerns spike and investment confidence falls amid Covid-19 uncertainty -...

Investors are now acutely concerned about the investment impact of a global economic slowdown amid falling confidence levels, as many are now turning to private assets to manage risk and…

londonlovesbusiness.com
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The SIPP debate rages on. FTAdviser looks at the findings of our recent report which reveals divided views over the role of non-standard assets. ftadviser.com/pensions/2020/…

Advisers split on non-standard assets in Sipps

A third of advisers believe non-standard assets are a key component of self-invested personal pensions (Sipps) despite others in the profession shunning these high-risk investments on the back of...

ftadviser.com
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Our recent report about the post-pandemic UK advice landscape is garnering lots of media attention. One in five advisers think the crisis will see more advisers exit the industry than under RDR and four in 10 expect it to widen the advice gap. professionaladviser.com/news…

Adviser exits over Covid-19 could dwarf RDR figures - CoreData

Fifth of advisers predict mass-exodus

professionaladviser.com
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On the Ferry home, after a long day talking about Economics, I haven’t had time for breakfast or lunch.. there is a beautiful young woman eating fish and chips from a brown paper box on her lap. Best perfume in the world? Salt and vinegar and the odour of fried chips..
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Almost all institutional investors think they play a vital role addressing the world’s most important challenges including climate change. These are the findings of a new Natixis study based on a CoreData survey. Pensions & Investments reports. pionline.com/esg/institution…
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Our latest study of global institutional investors reveals the primary triggers for an unplanned review of a fund manager’s mandate. And poor performance is not one of them… pionline.com/cybersecurity/c…

Cybersecurity breach a top reason for reviewing manager mandates – CoreData

More than half of asset owners named a cybersecurity breach as a key reason for an unplanned review a manager.

pionline.com
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Institutional investors are tasked with managing multiple relationships with asset managers. But what would cause an institutional investor to review – and potentially ditch – a fund manager? Read CoreData’s latest report to find out. coredataresearch.co.uk/blog/…
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Fund selectors sideline sustainability as performance reigns supreme wealthadviser.co/2020/01/15/…
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CoreData’s latest research report sheds interesting light on how professional buyers go about selecting funds. Pensions & Investments reports on the key findings. pionline.com/esg/esg-not-big…

ESG not a big factor in fund selection among most investors – study

Few institutional investors and fund allocators believe ESG factors are one of the most important fund-selection drivers, a study finds.

pionline.com
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The quest to find the star funds of tomorrow has seen professional fund buyers become an integral part of the asset management value chain. But how do professional buyers go about selecting and recommending funds? Read CoreData’s latest report to find out. coredataresearch.co.uk/blog/…
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Institutional investors brace for a major financial crisis in next few years, according to the Natixis Investment Managers Global Survey of Institutional Investors conducted by CoreData Research. Read Investor Daily’s article here. investordaily.com.au/markets…
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European investors in pole position in the sustainability race, but performance concerns still present a potential roadblock. Expert Investor reports on the findings of this year’s Schroders Institutional Investor Study, conducted by CoreData. expertinvestoreurope.com/eur…

Europeans lead the way in sustainable investing - PA Europe

As Asia Pacific investors lag behind

europe.portfolio-adviser.com
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The rising tide of ESG. This year’s Schroders Institutional Investor Study, conducted by CoreData, shows the number of sustainable investment cynics has fallen significantly. tinyurl.com/y2lumof3
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Global institutional investors set to divest 15.6% of portfolios from fossil fuels over the next decade, according to the Octopus renewable energy report, based on a study conducted by CoreData. funds-europe.com/news/invest…
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Who should ultimately be responsible for ensuring SIPP investments are suitable? We put the question to advisers in our recent study and the results were clear. ftadviser.com/pensions/2019/…

Advisers believe they are responsible for Sipp investments

Seven in ten advisers believe the responsibility for ensuring that self-invested personal pension investments are suitable lies with them rather than providers or the client.

ftadviser.com
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CoreData’s recent study examined adviser attitudes towards SIPPs, including views on non-standard assets. Professional Adviser reports on the key findings. professionaladviser.com/prof…
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Fund managers – have you evolved to Fund Management 2.0 or are you still stuck in the old world? Find out now by answering some quick questions using our research widget. coredataresearch.co.uk/surve…
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The fund management sector is on the cusp of a transformation that will revolutionise how it serves institutional investors. Fund Management 2.0 is the next critical stage in the evolution of the industry. Read CoreData’s new report to find out more. coredataresearch.co.uk/blog/…
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To what extent are investors truly embedding ESG into the investment process? Pensions & Investments reports on the findings of CoreData’s ESG report which sheds new light on a much talked-about topic. pionline.com/esg/europe-lead…

Europe leads institutional investors’ embrace of ESG

Institutional investors, particularly those in North America, are still in the early stages of integrating ESG investments into portfolios.

pionline.com
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The MiFID II challenge: Money Marketing reports the findings of CoreData’s recent UK adviser study. moneymarketing.co.uk/mifid-i…
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