Escalent
Escalent
Cogent Syndicated
Investor Brand Builder provides a holistic overview of important trends affecting the affluent investor market and a customized evaluation of your brand health to enhance investor segmentation, improve marketing and communication, identify opportunities to grow market share and boost profitability. You choose the way you want the data cut to align with your firm’s view of the affluent investor population, giving you customized insights that can directly inform your
brand and marketing strategies.
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

Value

The report will enable subscribers to:

Boost Profitability
Identify the strengths and weaknesses of your brand to adjust strategies, increase investor loyalty, retain assets and attract new clients

Identify New Targets
Identify investors who are ready-to-act and develop effective campaigns to get
your firm in these investors’ consideration set and increase market share

Track Competitors
Benchmark performance against your competitors to improve brand positioning

Methodology

  • 4,000 US adults with investable assets of at least $100,000
  • Web-based survey
  • Stratified sample to allow for subgroup analysis by assets, age, generation, gender, distribution channel, advisor usage and other key variables

Areas of Inquiry

Use of Advice Among Affluent Investors

  • Financial advisor relationships vs. online distributor relationships
  • Robo-advisor usage and satisfaction
  • Loyalty with financial advisors

Brand Usage, Satisfaction and Loyalty

  • Unaided consideration and overall awareness
  • Brand impression and imagery association
  • Overall consideration

Distributor and Mutual Fund and ETF Provider Brand Usage, Satisfaction and Loyalty

  • Penetration
  • Share of assets
  • Loyalty
  • Satisfaction with a battery of client experience attributes
  • Intent to increase/decrease investments

Affluent Investor Profile

  • Account and product usage
  • “Ready-to-act” investors likely to invest in next three months
  • Risk tolerance and active/passive allocation
  • Attitudinal battery including trust in the financial community
  • Financial planning attitudes and behavior
  • Investor touchpoints

Subscription Details

Publication Date: October 2019
Deliverables:

  • Printed summary report with key insights on affluent investor market
  • On-site custom strategy session and custom presentation with up to two investor segments that provide a deep understanding of the market opportunities most relevant to your business strategy

Investment: $30,000

Investor Brand Builder
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