Why Do Investment Firms Carry Out Research Flashcards
Why is it important to understand client needs?
To learn about client goals, risk levels, preferences.
A firm checks a client’s risk appetite to build a suitable portfolio.
What is the benefit of understanding client needs?
Better personalised service, stronger relationships.
Why is it important to know the competition?
To see what rivals are doing.
Watching new funds rivals release to adjust strategies.
What is the benefit of knowing the competition?
Stay competitive, spot opportunities.
Why is it important to find the right investment products?
To match clients with suitable products.
Offering green bonds to clients who like sustainable options.
What is the benefit of finding the right investment products?
Better portfolio performance.
Why is it important to spot market demand?
Know what’s popular or trending.
Expanding ESG fund options after seeing high interest.
What is the benefit of spotting market demand?
Tailor services to demand.
Why is it important to understand market performance?
Track how markets are doing.
Shifting investments when GDP or inflation changes.
What is the benefit of understanding market performance?
Adjust strategies, manage risks better.
