Cogent Syndicated

Cogent Beat Investor gives you the ability to evaluate your brand, track engagement, benchmark against competitors and even predict future trends—whenever, wherever and however you want. This powerful research tool enhances and integrates with our annual Investor Brand Builder™ report and helps keep your finger on the pulse of evolving investor attitudes and behaviors to effectively retain and grow assets. It’s a prospective view of the marketplace from the perspectives that matter to you most.

Percentage of AUM in DC plans
• Percentage of compensation from DC plans
• Number and size of plans managed
Services provided to DC plan sponsors and participants
• Impact of fee disclosure regulations
• Number of plan providers typically recommended
• Number and type of investment options typically recommended
• QDIA option used most often
• Target date fund recommendation

The rhythm of the marketplace is complex. Find your own beat.

Get the data you need as often as you need through our state-of-the-art technology platform

See and understand the landscape from both a broad and focused perspective, and select the time frames and subgroups that are most relevant to you

Track where you are and what’s ahead with the most powerful insights about your brand, your competitors and the marketplace


Continuous Data Collection

  • Monthly data feeds via the intuitive, easy-to-use Cogent Beat™ portal

Thoughtful Analysis

  • Quarterly written market summary from Cogent Syndicated analysts
  • Annual Investor Brand Builder report and customized presentation
  • Access to team of wealth management analysts

Prospective View

  • New-product adoption
  • Emerging investment trends
  • Future brand consideration

Flexible Online Reporting Tools

  • Robust filtering capability to create customized dashboard views (e.g., time frame, advised vs. self-directed, clients vs. prospects, product use)
  • On-demand research tools for deeper analysis from the comprehensive dataset
  • Quick export function to share, save and export charts and tables
  • On-demand, in-depth data analysis

Sample Size and Methodology

1,200 affluent investors ($100K+ in investable assets including DC plan and IRA assets and excluding value of primary real estate)

Subscription Details

  • 12-month subscription
  • 10-seat license for unlimited online access to client portal
  • Monthly data feeds
  • Quarterly written marketplace summary and analysis
  • Annual Investor Brand Builder™ report
  • Annual Investor Brand Builder™ presentation
  • 15 analyst hours
  • Portal training and help desk access

Investment: $115,000

Cogent Beat Investor Fact Sheet