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The Rise of Model Portfolios—A Blessing or a Curse for Asset Managers?

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The vast majority of advisors rely on model portfolios to meet the needs of their investment clients, further distancing the underlying asset managers from the financial professionals using their products. Many firms are struggling to adapt to changing distribution models that include serving advisors directly as well as through model portfolios provided by the home office or third-party providers.

Nearly half of advisors (47%) say they use models they build themselves. That said, many of these same advisors are starting from templates developed by leading asset managers. Three in ten (29%) use models provided by the home office, while 18% use models offered by third-party providers.

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  1. The Reason Many DC Participant Communication Programs Fail Leave a reply
  2. Technology Changed the Purchase Journey, Now Research Has to Change Too Leave a reply
  3. The Power of Consistency Leave a reply
  4. More Employers Are Offering Financial Wellness Programs This Year Leave a reply
  5. If Opportunity Doesn’t Knock, Build a Door Leave a reply
  6. Amazon Is At It Again: Disrupting Healthcare and Pharma Leave a reply
  7. Satisfaction With Institutional Asset Managers Has Taken a Hit Leave a reply
  8. What’s a Health System? It Turns Out Most Consumers Don’t Know Leave a reply
  9. Don’t Go Changing Self-directed Investors Leave a reply

Personalization Is Not a Technology Problem—It’s an Insight Challenge

Retailers that can’t deliver a personalized experience are at serious risk of becoming irrelevant soon. According to a study from Accenture, 75% of shoppers are more likely to do business with companies that recognize them by name, offer relevant recommendations … Continue reading

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How to Manage Utility Net Promoter Score Performance

“And when you speak of me, speak well.” Bull Durham  As utilities seek to evolve their customer management performance goals beyond traditional customer satisfaction metrics, utilities are evaluating updated measures and management approaches that better reflect success in the transforming … Continue reading

The Unique Value of Utility Marketplaces

It is not a secret that energy utilities need to focus on strengthening customer relationships through brand and product efforts as brands like Tesla, Apple and Google are increasingly building consumer mindshare in the energy space. The good news is that … Continue reading

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The Rise of Model Portfolios—A Blessing or a Curse for Asset Managers?

Insights Powered by Cogent Reports™    The vast majority of advisors rely on model portfolios to meet the needs of their investment clients, further distancing the underlying asset managers from the financial professionals using their products. Many firms are struggling … Continue reading

The Reason Many DC Participant Communication Programs Fail

Insights Powered by Cogent Reports™    In their effort to develop effective participant communication strategies, plan providers need to serve multiple audiences. Participant education needs can vary by generation, investment knowledge, wealth or income level, marital status and even gender. … Continue reading

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What’s a Health System? It Turns Out Most Consumers Don’t Know

Recently I attended the Healthcare Marketing & Physician Strategies Summit (HMPSS) in Salt Lake City. The number of breakout sessions about CRM platforms, paid search strategies, EMR/customer integration, AI learning and cutting-edge tracking of ROI was overwhelming. Data-driven marketing decisions … Continue reading

Five Ways to Improve Survey Response Rates Among Physicians

When doing healthcare research, physicians are one of the most coveted audiences. The challenges of capturing the attention of physicians are many: Increasing off-hour virtual care appointments Inundation of information and social media Gatekeepers One of the most common questions … Continue reading

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New Research: Pharmaceutical Companies are Overlooking a Key Audience

I never used to pay attention to anything in the healthcare industry. As someone young and healthy with no medical conditions, I rarely went to the doctor and ignored drug commercials. That all changed when I met my husband. After … Continue reading

Measuring Physician Relationships in a Changing Pharma Environment

The world is always changing, and the pharmaceutical industry is no exception. The Way Things WereCustomer experience research in pharma used to be heavily centered on sales representative performance because they were the “face” of the pharma company and the primary … Continue reading

Doctor’s Orders: Why Patient Engagement Matters

Ensuring that patients understand, accept and follow recommended treatment plans is the first step towards the best possible outcome—medically for the patient and financially for the healthcare delivery system. Similarly, physicians are in the best position to individualize this treatment … Continue reading

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Death of Net Neutrality Is Not Necessarily a Good Thing for ISPs

New Market Strategies study reveals consumer attitudes on “fast” and “slow” lanes   Many industries are closely watching the future of net neutrality. Just last month, the Senate voted to preserve net neutrality, blocking a Federal Communications Commission plan to undo rules … Continue reading

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Death of Net Neutrality Is Not Necessarily a Good Thing for ISPs

New Market Strategies study reveals consumer attitudes on “fast” and “slow” lanes   Many industries are closely watching the future of net neutrality. Just last month, the Senate voted to preserve net neutrality, blocking a Federal Communications Commission plan to undo rules … Continue reading

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