Market Research Survey - Case Study

Client: Large Investment Manager.

Topic: Investment preferences and client services of RIAs.

Survey Methodology: Online Survey.

Services: Market Research Survey.

Specifications: A large investment manager retained Amplitude Research to provide management of sample, online data collection, and comprehensive data analysis and report writing services for online surveys of registered investment advisors.

Survey Method Used: Multiple online surveys with incentive administration and site management for double opt-in registrants supplemented with web panelists.

Approach and Research: The purpose of the study was to better understand investment strategies, assets under management, investment disciplines, risk indicators, use of alternative investments, knowledge of ETF’s, client marketing methods, and other business activities of registered investment advisors. One of the deliverables provided by Amplitude Research was a comprehensive report of findings incorporating available wave-to-wave measurements as well as sub-group breakdowns by relevant business categories and investment parameters.

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