Escalent
Escalent
Cogent Syndicated

Wealth management firms face decision-making challenges and uncertainty due to the constantly changing market and economic landscape. To make informed decisions, firms need to monitor trends in advisors’ and investors’ sentiment about the market, economy and investment environment.

Cogent Syndicated's Monthly Sentiment Tracker™ uniquely tracks vital emotional sentiments including current and future views on the economy along with concerns that affect investment decisions. Among its many uses, this ongoing research helps wealth management firms tailor their product, client engagement and marketing communication strategies to resonate with their target audience(s).

Value

The report will enable subscribers to:

Inform Strategic Decisions
Better understand the current situational context, anticipate market shifts and make informed decisions

Enhance Client Loyalty
Provide context-relevant communication and support, boosting client satisfaction, loyalty and retention

Build Competitive Advantages
Tailor product, client engagement and marketing strategies to optimize messaging and media strategies to build competitive advantages

Methodology

Financial Advisors

  • Financial advisors in the RIA, Wirehouse, Independent, Regional and Bank channels with an active book of business of at least $5M and who offer investment or planning services to individual investors on a fee or transactional basis
  • 350–400 financial advisors per month
  • Quotas by channel, AUM, age, gender and region set to ensure a statistically representative sample of the advisor universe

Affluent Investors

  • Affluent investors age 18+ with at least $100,000 in investable assets including DC plan and IRA assets and excluding the value of real estate
  • Markets: Mutual Fund, ETF and Distributor
  • Quotas: Gender, age, education, region, pre-tax income and investable assets set to ensure a statistically representative sample of the investor universe

Areas of Inquiry

Financial Advisors

  • Satisfaction with US economic conditions (by month)
  • Satisfaction with US conditions in general (by month)
  • Three-month economic outlook (by year)
  • Concerns in current environment that impact clients’ investments and financial health (by month)
  • Advisor market outlook (bearish, neutral, bullish) over the next six months (by quarter)
  • Reasons for believing market conditions will worsen (verbatim responses)
  • Sources of information used for insights or guidance about the shifting investment environment

Affluent Investors

  • Satisfaction with US economic conditions (overall and by generation)
  • Satisfaction with US conditions in general (overall and by generation)
  • Three-month economic outlook (by month)
  • Reasons for believing market conditions will worsen (verbatim responses)
  • Concerns in current environment that impact their investments and financial health (by month)
  • Sources of information used for insights or guidance about the shifting investment environment (overall, by advised vs. not advised and by generation)

Subscription Details

Publishing Schedule:

  • Data collected between the 8th and 22nd days of each month (full two weeks in field)
  • Published by the 15th day of the month following data collection

Deliverables:

  • Monthly PDF delivered by email
  • Consultation with Cogent experts available

Investment: $24,000

2023_Monthly Sentiment Tracker
PREVIEW
Copyright © 2024 All Rights Reserved by Escalent