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
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Advisor Brandscape®
Identify trends in investment product use and adoption, along with benchmarks and ranking of leading mutual fund and ETF providers across a comprehensive set of critical brand metrics. An annual study.
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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.
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Advisor Media Performance Tracker
Media properties trying to reach financial advisors (FAs) need the Advisor Media Performance Tracker to prove their value to advertisers, stay ahead of competitors and profile advisors for more accurate segmented ad strategies
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Advisor Touchpoints™
Back by popular demand! Learn overall best practices and specific performance outcomes of leading investment product providers in their outreach and communication efforts with advisors.
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Annuity Brandscape™
This report provides a holistic view of the advisor landscape including practice models, product usage, brand perceptions and user experience, and is the leading industry benchmark for the nation’s top fixed, indexed and variable annuity providers.
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Cogent Advisor Segments™
Cogent Advisor Segments™ provides a practical, tactical and accurate solution for financial firms that want to increase the efficacy of their marketing to advisors. The Cogent team will incorporate a segment indicator into your CRM database so that you can target your marketing outreach to specific advisors based on how they prefer to receive and consume information from asset managers.
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Cogent Beat™ Advisor
Gain exclusive and customized access to critical market insight and individual company performance on a continuous basis throughout the year.
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Cogent Seminar Series
Introducing a virtual seminar series designed to share timely insights on the key trends impacting the wealth management industry from the perspective of financial advisors, retirement plan sponsors, affluent investors and institutional investors.
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Cutting Through the Digital Marketing Clutter™
With a plethora of new online and mobile technologies, breaking through the digital clutter is an increasingly complex and challenging endeavor for asset managers targeting advisors. This new report will evaluate digital marketing and the content that maximizes advisor brand engagement.
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ESG 360°™
Highlighting trends and perceptions of ESG among six unique audiences, this new offering will publish bimonthly. The full picture will come into focus with a final report in Q4 comparing and contrasting findings from each audience to provide the industry’s first 360° view of ESG investing.
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Media Consumption™ Advisor Data Portal
A first-of-Its-kind online tool for continuously monitoring media usage patterns and preferences among financial advisors.
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Variable Annuity Brandscape™
Explore trends in awareness, perception and usage of, as well as share of assets and loyalty to the top providers in the variable annuity (VA) category.
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: 2019 Catalog | 2018 Catalog
Choose your audience:
Financial Reports
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Annuity Brandscape™
This report provides a holistic view of the advisor landscape including practice models, product usage, brand perceptions and user experience, and is the leading industry benchmark for the nation’s top fixed, indexed and variable annuity providers.
-
Cutting Through the Digital Marketing Clutter™
With a plethora of new online and mobile technologies, breaking through the digital clutter is an increasingly complex and challenging endeavor for asset managers targeting advisors. This new report will evaluate digital marketing and the content that maximizes advisor brand engagement.
-
ESG 360°™
Highlighting trends and perceptions of ESG among six unique audiences, this new offering will publish bimonthly. The full picture will come into focus with a final report in Q4 comparing and contrasting findings from each audience to provide the industry’s first 360° view of ESG investing.
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: 2019 Catalog | 2018 Catalog
Choose your audience:
Health Reports
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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.
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Pharma Engage--Oncology & Hematology
Back by popular demand! This report helps oncology companies maximize engagement with oncologists and hematologists by identifying areas of company performance that most impact corporate image and HCPs' willingness to engage.
Energy Reports
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Texas REP Trusted Brand™
Engage your customers, benchmark your business and build a franchise that customers want to do business with using the Texas REP Trusted Brand study. The retail electric industry is rapidly changing and without the right information, tools and guidance, today’s REPs risk customer attrition and market irrelevance.
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Unmanaged Utility Account Business Segmentation™
The Unmanaged Utility Account Business Segmentation™ report provides subscribers with a detailed understanding of how unmanaged business accounts, typically small to mid-sized businesses, engage with their utility. The report includes a new segmentation approach allowing utilities to move beyond NAICS codes to more effectively increase the understanding of the unique needs and engagement opportunities of each segment.
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Utility Trusted Brand & Customer Engagement™: Business
The Utility Trusted Brand & Customer Engagement: Business 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.
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Utility Trusted Brand & Customer Engagement™: Regulator Report
This complimentary report will help electric and gas utility regulators and public utility commission staff navigate the changing energy landscape with rigorous energy market research on utility satisfaction, product and brand performance.
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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 131 utilities.
Tech & Telecom Reports
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StreamOn: Understanding the Streaming Video Consumer
StreamOn provides the data and insight into the consumer needs driving the rapidly changing and increasingly competitive video marketplace. Subscribe by May 26 to give input what is asked during the study.