Abstract
Finaccord' s report titled Investor Metrics: Retail Customer and Private Client
Behaviour in UK Security-Based Investments is about the dynamics for the
retail market for security-based investments in the UK. The definition of
security-based investments includes equity ISAs (individual savings accounts),
PEPs (personal equity plans), SIPPs (self-invested personal pensions), OEICs
(open-ended investment companies) and unit trusts, investment trusts, ETFs
(exchange traded funds), investment bonds, Child Trust Funds,
‘wrap’ accounts, investment funds located offshore (eg. Bermuda,
Dublin, Guernsey, Jersey, Isle of Man, Luxemburg), VCTs (venture capital
trusts) and direct holdings of equities. On the other hand, it specifically
excludes life insurance and mainstream occupational and personal pensions.
Investor Metrics is not the first study of the UK market for security-based
investments. However, it has been conceived in such a way that it provides
insight into the behaviour, holdings and perception of retail investors that
has not hitherto appeared in a published format. For example, the publication
is unique in that it systematically discloses customer penetration data not
only by type of security-based investment product but also by primary
underlying instrument, business sector, geographical orientation and
investment style of funds invested. Moreover, it also offers insights into the
perception among and usage by private clients of 60 leading firms involved in
investment management and 20 prominent fund supermarkets and discount brokers.
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