Market Strategies International

Cogent Reports

Our syndicated research studies, known as Cogent Reports™, provide accurate, actionable perspective and insights.

Cogent Reports are a cost-effective solution for firms seeking valuable market insight. They provide the perspective necessary to strengthen brands and products, by focusing on attitudes, behaviors and the most effective way to influence target audiences. The topics covered vary from year to year, depending on the issues currently facing the industries we serve. However, we are committed to exploring the areas that align with our expertise to:

  • Measure brand awareness, strength and perceptions
  • Identify current and emerging industry trends
  • Benchmark key areas of growth
  • Provide competitive intelligence

Wealth Reports

    We work with advisors, investors, plan sponsors and consultants to present a broad overview of the financial industry and to closely examine emerging trends. View our full wealth management syndicated research catalog:  2015 Product Overview

    Choose your audience:

      • Advisor Brandscape®

        Identify trends in investment product use and adoption, along with benchmarks and ranking of leading mutual fund, ETF and VA providers across a comprehensive set of critical brand metrics. An annual study.

      • Advisor Engagement™

        Discover the providers that have created the strongest connections with advisors overall as well as the share of voice achieved by leading providers across 10 individual marketing touches. Assess the lift in consideration associated with each type of touch and benchmark your firm against competitors on the overall effectiveness of external and internal wholesaler support.

      • Advisor Touchpoints™ (2014)

        Learn overall best practices and specific performance outcomes of leading investment product providers in their outreach and communication efforts with advisors.

      • Advisor Touchpoints™ Data Portal (New in 2015)

        New in 2015! The new Advisor Touchpoints dynamic online portal provides monthly updates on how and where your company is interacting with advisors across 8 critical points of inbound and outbound contact.

      • Cogent Beat™ Advisor

        New in 2014! Gain exclusive and customized access to critical market insight and individual company performance on a continuous basis throughout the year.

      • Media Consumption™ Advisor Data Portal

        A first-of-Its-kind online tool for continuously monitoring media usage patterns and preferences among financial advisors.

      • Patterns In Advisor Media Consumption™

        Uncover optimal advisor targets for advertising, content and other outreach strategies as well as advisor preferences for various types of media.

      • Wholesaler Impact on Future Investment™ (WIFI)

        Uncover benchmarks on the overall effectiveness of external and internal wholesaler support and drill down into the drivers that most strongly correlate with future investment momentum.

      • Cogent Beat™ Investor

        New in 2014! Gain exclusive and customized access to critical market insights and individual company performance measures on a continuous basis throughout the year.

      • Emerging Investor Trends™

        Identify the unique approach of Gen X and Y investors to investing as well as their perceptions of distributors, mutual funds, VA and ETF providers.

      • Gender Matters: Women and Investing™

        Uncover the unique attitudes and behaviors of female investors toward top financial goals, investment risk profiles, recent and anticipated investing behavior and relationships with financial advisors.

      • Investor Brandscape®

        Identify investment trends among affluent investors, including product use, allocation and future investment potential. The study also measures investors' awareness, impression and loyalty to distributors as well as mutual fund, ETF and VA providers among affluent investors. An annual study.

      • Investor Rollover Assets in Motion™

        Size the rollover IRA market and identify opportunities to attract rollover assets and evaluate the firms best positioned to capture rollover funds.

      • Investor Touchpoints™ Data Portal (New in 2015)

        New in 2015! The new Investor Touchpoints online dynamic portal provides monthly updates on how and where your company is interacting with investors across 8 critical points of inbound and outbound contact.

      • Media Consumption™ Investor Data Portal

        A first-of-its-kind online tool for continuously monitoring media usage patterns and preferences among affluent investors.

      • The Self-Directed Investor™

        Insights into optimal marketing and outreach strategies for firms targeting investors who make their own investment decisions without the assistance of a financial advisor.

      • Trends Among Wealthy Investors™

        Examine the mindset of high net-worth ($1M+) investors by identifying their unique approach to investing as well as their perceptions of distributors, mutual funds, VA and ETF providers.

      • DC Investment Manager Brandscape™

        Map the DCIO asset management landscape from the unique perspective of plan sponsor investment management specialists.

      • DC Participant Planscape™

        Benchmark your participants' satisfaction against key competitors and identify opportunities to cross-sell products, attract rollover dollars and increase participant engagement among 401(k) participants. An annual study.

      • International Institutional Investor Brandscape®

        Discover overall trends in asset allocation and investment strategies, the variables that lead to asset manager selection, and the current state of brand equity, differentiation and loyalty in this increasingly global market.

      • Retirement Plan Advisor Trends™

        Explore the attitudes, behaviors and preferences of the most critical players in the distribution of DC plans.

      • Retirement Planscape®

        Pinpoint competitive strengths and weaknesses in brand, loyalty and key plan sponsor experience metrics to maximize acquisition opportunities and minimize attrition in the DC retirement plan market.

      • US Institutional Investor Brandscape™

        Explore US-based institutional investors' awareness and perception of asset managers, as well as selection criteria and decision drivers among public and private pension funds, endowments and foundations. An annual study.

    Financial Reports

    • Fixed Annuity Brandscape™

      Explore trends in awareness, perception and usage of, as well as share of assets and loyalty to the top fixed annuity (FA) and fixed indexed annuity (FIA) providers among all current and prospective product users.

    • Merchant Paymentality™

      Evaluate and track the rapidly changing online and mobile payment ecosystem and identify which solutions are best positioned to maximize market share.

    Health Reports

    • Hospital Brandscape™

      A new industry benchmarking tool designed specifically for hospital executives who seek to include the perspective of consumers in the assessment and measurement of critical brand metrics associated with their respective institutions.

    Energy Reports