Case Study
Global Investment Sentiment: Navigating the Future of Advisory Practices
About
About
The client sought a comprehensive study to understand how financial advisors across diverse markets were responding to rapid changes in regulation,and investor expectations, with a focus on AI, private assets, active ETFs, and macroeconomic risk.
Problem Statement
Fragmented Advisor Intelligence Across Investment Landscape
Financial advisory firms lacked a unified, data-driven view of how advisors globally were adapting to transformative forces such as AI integration, ESG regulation, and the growing demand for private assets. Without consistent cross-regional insights, firms struggled to make informed product, strategy, and communication decisions in an increasingly volatile and competitive environment.
Solution
End-to-End Global Research Program Delivering Advisor Insights
A fully managed, multi-market quantitative survey was executed across 22 countries, covering seven advanced investment themes with robust quality assurance, regional quota management, and daily fieldwork monitoring, producing reliable, comparable data across diverse geographies and advisor segments.
Outcome
Clarity, Confidence, and a Competitive Edge Across Global Markets
72%of advisors adopting AI
68%planning to grow private asset allocations
65%embracing active ETFs as core portfolio tools
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