We specialise in two different types of research - syndicated studies or bespoke projects
We design results-focused strategies.
We deliver high quality insights.
CoreData Research USA offers a large variety of reports:
This report analyzes US investor attitudes towards mobile investing, automated advice and the future of technological integration. CoreData surveyed 334 US investors about the future of investing in late March 2017. Survey respondents had to have at least $5,000 in net investable assets, be between the ages of 21 to 65 and own a smart device.
Advisors expect a choppy ride in 2017 but many anticipate markets will perform favorably. This suggests advisors see investment opportunities, especially in higher risk assets, despite the turbulent environment. The data primarily used in this report comes from an October 2016 CoreData survey of 552 financial advisors.
In April of 2016, new regulation concerning permissible compensation for retirement accounts, known as the fiduciary rule, was laid out, with full adoption set for 2018. The ruling requires advisors to put the interests of their clients above their own, adhering to a fiduciary standard of advice. This report looks at the impact of the rule on advisors and how it will shape the future of advising.
Many individuals do not consider divorce a significant threat to retirement savings — a surprising finding given that divorced individuals have less saved in retirement than married individuals and are more likely to be bankrupt. The data referenced throughout this paper is a combination of CoreData Research calculations based on data files from various sources as well as content from other reports and surveys.
The rise of the gig economy, whereby employees freelance in temporary positions, is gathering momentum. Variously described as contingent workers, independent contractors, free-agents, temp labor and alternative/nontraditional workers, these employees are changing the landscape of the US labor market.
Whatever policies are pursued, it is imperative that governments take action now before ageing populations help give rise to economic and social crises. The demographic time bomb is ticking faster than ever as advances in medical science mean people are continuously living longer.
This paper examines what options are available for income investors in the prevailing low interest rate environment and how investors can guard against — and benefit from — rising interest rates.
CoreData’s banking index takes the results of the 2015 CCAR one step further by incorporating the capital ratios into an index measuring capital health in comparison with the financial performance of the bank or, where applicable, the parent company.
Rather than casting a definite judgement on which approach is best – active or passive, CoreData’s Passives Report tracks, identifies and explains the growth of the passive investment market in the UK and US, building on last year’s report.
This year’s report aims to further examine the unintended consequence of regulations similar to the fiduciary standard which are forcing financial advisers to spend more of their time fretting over paperwork rather than engaging in revenue-generating tasks.