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:  2016 Catalog | 2017 Preliminary Catalog

    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 Media Buying Guide™

        The Advisor Media Buying Guide™ provides an unequaled view of the media preferences and consumption habits of financial advisors. The report pinpoints the sources advisors rely on most and enables financial services providers to optimize their media buys and maximize their reach.

      • Advisor Touchpoints™ Data Portal

        The 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.

      • Cutting Through the Marketing Clutter™

        Examine the full spectrum of marketing material provided to advisors, from email and white papers to provider websites and mobile apps.

      • Media Consumption™ Advisor Data Portal

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

      • The Advisor of Tomorrow™

        Advances in technology, tightening fiduciary regulations, and new expectations from the Millennial generation are raising the standard of investment advice and causing financial advisors (FAs) to significantly adapt their strategies.

      • Trends in ETF Usage– A 360º View™

        New in 2016, Trends in ETF Usage–A 360º View™ provides a quantitative view of the trends in overall ETF usage, with particular focus on the use of and interest in index, smart beta and active/rules-based ETF products.

      • 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.

      • 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

        The 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 Advisor of Tomorrow™

        Advances in technology, tightening fiduciary regulations, and new expectations from the Millennial generation are raising the standard of investment advice and causing financial advisors (FAs) to significantly adapt their strategies.

      • The Growth Trajectory for Automated Investment Advice™

        Investigate the adoption curve for automated investment advice service providers, also known as robo-advisors, and identify which firms face the greatest opportunities to grow assets through their respective robo-advice offerings.

      • Trends in ETF Usage– A 360º View™

        New in 2016, Trends in ETF Usage–A 360º View™ provides a quantitative view of the trends in overall ETF usage, with particular focus on the use of and interest in index, smart beta and active/rules-based ETF products.

      • 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. New this year, the report includes two chapters focused on DC investment managers.

      • Trends in ETF Usage– A 360º View™

        New in 2016, Trends in ETF Usage–A 360º View™ provides a quantitative view of the trends in overall ETF usage, with particular focus on the use of and interest in index, smart beta and active/rules-based ETF products.

      • 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.

    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

    • Utility Trusted Brand & Customer Engagement™: Commercial

      The Utility Trusted Brand & Customer Engagement: Commercial report helps utilities confidently invest in product and service offerings that drive customer satisfaction, engagement and brand value. Our proprietary Engaged Customer Relationship (ECR) metric helps utility leaders diagnose and understand the opportunities to unlock customer and franchise value.

    • Utility Trusted Brand & Customer Engagement™: Residential

      The industry-leading body of research with a 360º approach designed to transform how electric and gas utility providers measure and track brand trust, customer engagement, satisfaction and relationship strength with residential customers across 129 utilities.