Menu
It's in our DNA
Born from the financial crisis of 2008, we are commited to good governance.
We believe everyone should have the opportunity to a secure financial future, that’s why we strive to make financial products and services fairer and more accessible to all. Working with previously under-represented groups, we look to create financial wellbeing for the many – no matter someone’s gender, age, ethnicity or socio-economic background.
Playing our part in delivering a sustainable financial future
Starting in 2017, our ongoing programme of work in Responsible Investment tracks evolving consumer attitudes and delivers actionable insight on how to engage current and potential future investors on this vital topic.
What propositions will resonate and allow those that wish to, to have a social impact with their money? How does the industry ensure that retail investors are not left behind in the transition to a low-carbon future?
We want positive outcomes for the planet, driven by the asset and wealth management industries.
Our 2020 work, involving a multi-phased approach of both qualitative and quantitative research showed how quickly consumer attitudes are changing and clearly evidenced the expectations they now place on corporates to play their part.
If you have any questions about our Responsible Investment project, please email us:
Helping the industry to engage women with finance
Our Yes She Can campaign set out to understand women’s attitudes to investing.
We found that women do not lack the confidence to invest and nor are they afraid of risk. The reality is, the financial services sector is not on their radars as many women had never even been encouraged to invest by anyone.
Now a sustainable finance initiative, underpinned by powerful insights, our research reveals how financial services organisations can connect with female investors – and has given us a blueprint for engaging any ‘hard to reach’ audiences. We connect with an audience on instagram and have a website that engages female consumers, too.
As pensions have changed, thousands are left behind
In 2018 we conducted research on pensions, and found that a vast majority of customers were falling in to one or more of three categories:
In 2022, we are almost certain that these challenges remain amongst consumers. With that in mind, we are conducting fresh research on the topic, building on the above findings to understand the needs of individuals at retirement age (55-75 years old). With improved understanding of this cohort we aim to provide our research partners with a framework for both manufacturers and distributors to develop effective and engaging value propositions for this target market.
We draw on deep industry expertise, insight and our independent perspective to develop the tools you need to make savings and investments more accessible to all.
Get in touch to find out how, together, we can deliver financial products and services that your client wants and needs.
By continuing to use the site, you agree to the use of cookies. Read our Privacy Policy here.
The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.