Practical Intelligence

Independent Investment Insight

Effective investment marketing and business development needs to be based on an objective and informed understanding of the current needs and concerns of professional investors: which asset classes currently interest them? Which regions and sectors are in favour and why? What is their attitude to risk? Which types of products are they considering and which are they firmly rejecting?

There’s only one way to find out. Ask them.

What is PRACTICAL INTELLIGENCE?

PRACTICAL INTELLIGENCE combines the powerful resource of a comprehensive database of corporate and institutional investors with a team of experienced moderators who know the right questions to ask the right people to get the insights that our clients need. We collate and analyse their responses to provide objective and independent interpretation and actionable insights to improve your business development performance.

It comes in two forms:

PRACTICAL INTELLIGENCE BAROMETER

A quarterly survey of professional investor sentiment

PRACTICAL INTELLIGENCE BESPOKE

Custom-designed projects to test new concepts and products

Quarterly Barometer

PRACTICAL INTELLIGENCE BAROMETER is a quarterly survey of professional investor sentiment that provides general insight and aims to provoke thought and debate on marketing and business development strategies based on current feedback. We also offer clients the opportunity to add specific topics each quarter. The Barometer is always presented in person so that the moderator can be questioned and challenged on findings. Click here to arrange a presentation.

Barometer research downloads:

Bespoke Projects

PRACTICAL INTELLIGENCE BESPOKE is custom-designed for each client. You are developing a new proposition and want feedback on a particular sector or region. You have a new product that may need refining or repackaging. You want to see how well a product is received by a new channel of investors. You are considering a major marketing campaign and want to get the message right for the target audience. We will recruit the respondents to your brief, either from our own database or from yours. We develop the discussion guide and any necessary stimulus material to deliver the feedback you need. The results are presented to you in a working session by the moderators who undertook the research. The project is undertaken objectively and confidentially so respondents are not aware of your identity unless you wish them to be.

CASE STUDIES

Shaping fund marketing strategy