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Survey of Private Wealth Managers
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1.
Which of the following best describes your role in the firm?
(Required.)
CEO/Head of Private Wealth Management
Head of Advisory
Chief Investment Officer
Head of Research
Relationship Manager
Strategist
Analyst
Other (please specify)
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2.
What is the total size of assets managed by your firm?
(Required.)
Less than USD 1bn
USD 1bn – 50bn
Above USD 50bn
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3.
Which investment solutions do you offer to your private wealth customers? Please select all applicable options. (pls select multiple option)
(Required.)
Direct equity
Direct fixed income
Direct commodities
Proprietary funds
Third-party funds
Other (please specify)
4.
What is the importance given by your organisation to research as a driver for your private wealth management business?
Entire organisation considers it important
Top management considers it important but not the Investments team
The Investments team considers it important but not top management
It is not considered one of the key aspects that drives revenues
5.
What is the primary role of Investment Research in your organisation?
Investment decision-making/advisory process
Marketing purposes
Regulatory purposes
Other (please specify)
6.
How has COVID-19 impacted your business? (pls select multiple option)
Reduced inflow of funds
Increased need for personalised advice
Adapted products to changing priorities
No impact
7.
Rank your top goals in order of priority after the onset of COVID-19.
Ensure business continuity
-- Select an option --
1
2
3
Increase advisory support to clients through enhanced research publications
-- Select an option --
1
2
3
Upgrade digital infrastructure for availability of digital advise/publications
-- Select an option --
1
2
3
8.
Please explain how your research publications have changed with the COVID pandemic. (pls select multiple option)
Increased the frequency of research publications on impact of COVID on universe
Provided more analytical content
Increased online interaction with clients
No change
9.
What categories of research products do you distribute to your private wealth clients? Please select all applicable options. (pls select multiple option)
Macro/investment strategy
Equity research
Fixed income research
ESG research
Funds research
Commodity research
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10.
How important are the research products mentioned below for your private wealth management business?
(Required.)
Very Important
Somewhat Important
Not Important
Not Important at all
Macro/investment strategy
Very Important
Somewhat Important
Not Important
Not Important at all
Equity research
Very Important
Somewhat Important
Not Important
Not Important at all
Fixed income research
Very Important
Somewhat Important
Not Important
Not Important at all
ESG research
Very Important
Somewhat Important
Not Important
Not Important at all
Funds research
Very Important
Somewhat Important
Not Important
Not Important at all
Commodity research
Very Important
Somewhat Important
Not Important
Not Important at all
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11.
What is the level of importance you place on the following factors while selecting your research inputs to drive investment decisions/advisory process. (very important; somewhat important; not important; not important at all)
(Required.)
Very Important
Somewhat Important
Not Important
Not Important at all
Impact on investment performance
Very Important
Somewhat Important
Not Important
Not Important at all
Cost of research
Very Important
Somewhat Important
Not Important
Not Important at all
Depth of research coverage
Very Important
Somewhat Important
Not Important
Not Important at all
Breadth of research coverage
Very Important
Somewhat Important
Not Important
Not Important at all
Customised or bespoke research
Very Important
Somewhat Important
Not Important
Not Important at all
Others
Very Important
Somewhat Important
Not Important
Not Important at all
12.
How has MiFID II impacted your private wealth management business?
Significantly improved
Moderately improved
Remains the same
Moderately declined
Significantly declined
13.
How has the overall research budget changed over the past 12-24 months?
Significantly increased
Moderately increased
Remains the same
Moderately reduced
Significantly reduced
14.
According to you, what are the possible roles for outsourced research support? (pls select multiple option)
To be an extended part of the in-house research team
To ramp-up/maintain coverage in a cost-effective way
To have part/complete ownership of certain research processes
To provide on-the-ground support in markets you do not have local presence
To lower investment research costs
Do not envisage the possibility of using such support
15.
What are the key themes that your firm is focusing on? (pls select multiple option)
Increasing market share
Growing inorganically
Launching new products
Increasing digitisation
Outsourcing
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16.
Please provide the following details. We will not use or reveal any personal information obtained in this survey analysis or report. We do, however, need your email address to send you an advance copy of the survey report.
(Required.)
Designation
Company
Email address
