Industry and Consumer Surveys

Asset Management Survey

The annual asset management survey measures the size of the industry as well as looking at the main drivers and trends behinds its evolution. The survey covers the size and structure of the industry, ownership of assets managed by the industry, asset allocation, profitability, the prevalence of soft commissions and key trends.

Click here for the 2007 survey published in July 2008
Archive of past surveys

Engagement Survey

The annual survey of fund managers' engagement with companies tracks the extent to which IMA members comply with Institutional Shareholder's Committee's statement of Principle and engage with investee companies.

Click here for the latest survey
Archive of past surveys

Market research on consumer attitudes to investment funds

This annual survey examines consumer attitudes to investment funds. The survey looks at personal financial and demographic profiles of investors and potential investors as well as their saving and investment objectives, buying behaviour and attitude to advice.

Click here for the latest survey published in May 2004.
Archive of past surveys