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CoreData US @CoreData_US

Financial Research and Insights for the US market

Joined January 2012
  • Tweets 498
  • Following 226
  • Followers 69
40 Photos and videos
A CoreData study reveals that three-quarters of professional fund buyers think their firm is a cyberattack target as nearly half admit they lack knowledge around cybersecurity. valuewalk.com/2020/09/fund-b…

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This year’s Global Retirement Index (GRI), developed by Natixis Investment Managers and CoreData Research, shows a toxic mix of factors is threatening the wellbeing of retirees around the world. bloomberg.com/news/articles/…

Low Interest Rates Are Worsening Retirement Prospects Worldwide

A second wave of the Covid-19 outbreak could bring even more pain, a Natixis report says.

bloomberg.com
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CoreData US retweeted
CoreData Research@CoreData_UK
18 Sep 2020
The Schroders Institutional Investor Study 2020, conducted by CoreData, shows investors are seeking shelter in private assets amid mounting concerns over the impact of a global economic slowdown. londonlovesbusiness.com/glob…

Global economic slowdown concerns spike and investment confidence falls amid Covid-19 uncertainty -...

Investors are now acutely concerned about the investment impact of a global economic slowdown amid falling confidence levels, as many are now turning to private assets to manage risk and…

londonlovesbusiness.com
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J.P. Morgan Asset Management’s Global ETF Study conducted by CoreData shows investors are increasingly looking beyond passive ETFs to gain exposure to active and ESG strategies. tinyurl.com/yxbyyvbh
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Our research shows demand for alternative investments has increased in the wake of Covid-19 as global institutional investors look to diversify portfolios. pionline.com/alternatives/mo…

More asset owners worldwide turning to alternatives – CoreData survey

Asset owners intend to increase their allocations to alternative strategies over the next three to five years.

pionline.com
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CoreData US retweeted
CoreData Research@CoreData_UK
5 Aug 2020
The SIPP debate rages on. FTAdviser looks at the findings of our recent report which reveals divided views over the role of non-standard assets. ftadviser.com/pensions/2020/…

Advisers split on non-standard assets in Sipps

A third of advisers believe non-standard assets are a key component of self-invested personal pensions (Sipps) despite others in the profession shunning these high-risk investments on the back of...

ftadviser.com
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Barron’s reports on our research findings showing a rising tide of ESG investing amid the Covid-19 pandemic. barrons.com/articles/esg-ass…

ESG Assets Keep Growing During Covid-19 Crisis

The growth comes even as the Labor Department has proposed a rule that would discourage retirement plans from making investments based on ESG considerations.

barrons.com
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Our recent research paper shows global institutional investors have doubled down on ESG in the wake of the Covid-19 pandemic. pionline.com/esg/esg-investi…

ESG investing momentum growing – survey

Momentum behind ESG investing has grown since the COVID-19 pandemic, a survey of 500 global institutional investors shows.

pionline.com
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CoreData US retweeted
CoreData Research@CoreData_UK
16 Jul 2020
Our recent report about the post-pandemic UK advice landscape is garnering lots of media attention. One in five advisers think the crisis will see more advisers exit the industry than under RDR and four in 10 expect it to widen the advice gap. professionaladviser.com/news…

Adviser exits over Covid-19 could dwarf RDR figures - CoreData

Fifth of advisers predict mass-exodus

professionaladviser.com
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Regular communication is key to successful client relationships, say US advisers surveyed by CoreData for a Natixis Investment Managers study. cnbc.com/2020/06/30/advisors…

Advisors need to listen more to keep clients on board, study says

Financial advisors expect their managed assets to grow by 7.2% over one year and by annualized growth of 17.2% over the next three years, driven mostly by new and existing clients, according to a...

cnbc.com
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US financial advisers are more optimistic than their global counterparts about stock market returns this year – that’s according to the latest Natixis Investment Managers survey conducted by CoreData Research. thinkadvisor.com/2020/06/16/…

Advisors Expect Returns More Like 2018 Than 2008: Survey

While U.S. financial professionals are optimistic, those abroad are another story, Natixis finds.

thinkadvisor.com
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ESG to become the norm. Seven in 10 investors say ESG will be a standard industry practice by 2025, according to a Natixis Investment Managers survey conducted by CoreData. institutionalassetmanager.co…
CoreData principal @AndrewInwood speaks to the New Zealand Herald about rising levels of job insecurity among Kiwis in the wake of Covid-19. nzherald.co.nz/business/news…
The COVID catalyst. Great illustration here. And it has real relevance for financial advice firms. Has Covid-19 transformed your digital offering?
Virpi Oinonen / Business illustrator@voinonen
24 Apr 2020
Inspired by @MBA_ish.
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CoreData US retweeted
Andrew Inwood@AndrewInwood
21 May 2020
On the Ferry home, after a long day talking about Economics, I haven’t had time for breakfast or lunch.. there is a beautiful young woman eating fish and chips from a brown paper box on her lap. Best perfume in the world? Salt and vinegar and the odour of fried chips..
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CoreData US retweeted
CoreData Research@CoreData_UK
20 May 2020
Almost all institutional investors think they play a vital role addressing the world’s most important challenges including climate change. These are the findings of a new Natixis study based on a CoreData survey. Pensions & Investments reports. pionline.com/esg/institution…
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Even before Covid-19, investors were looking to increase allocations to alternatives in expectation of choppy markets. This is one of the key insights to emerge from a survey conducted by CoreData Research for Natixis at the tail end of last year. citywireselector.com/news/se…

Selectors switch to alternative ideas and champion protection

Sweeping survey by Natixis uncovers huge sentiment shift towards non-traditional allocations.

citywire.com
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The great intergenerational wealth transfer presents financial advisors with an unprecedented opportunity. But what actions are they taking to build relationships with the heirs of existing clients? Read CoreData’s latest report to find out. coredataresearch.co.uk/blog/…
CoreData US retweeted
CoreData Research@CoreData_UK
5 Feb 2020
Our latest study of global institutional investors reveals the primary triggers for an unplanned review of a fund manager’s mandate. And poor performance is not one of them… pionline.com/cybersecurity/c…

Cybersecurity breach a top reason for reviewing manager mandates – CoreData

More than half of asset owners named a cybersecurity breach as a key reason for an unplanned review a manager.

pionline.com
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CoreData US retweeted
CoreData Research@CoreData_UK
4 Feb 2020
Institutional investors are tasked with managing multiple relationships with asset managers. But what would cause an institutional investor to review – and potentially ditch – a fund manager? Read CoreData’s latest report to find out. coredataresearch.co.uk/blog/…
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