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Take this Quick Survey for a Chance to Win a Kindle Fire

The asset management industry wants to learn more about you, the end investor, so as to better cater to your investment needs

Morningstar 20 January, 2016 | 3:44PM

As a trusted source of information for private investors, Morningstar has partnered with specialist financial consultancy, Research in Finance, to ensure the needs of UK retail investors are met and ensure that investment products address those needs.

This research will inform asset managers during their product development and design, as well as assess whether their products meet investor expectations.

The survey will take just a few minutes of your time and will ensure the industry develops and communicates with your needs in mind.

All participants will be entered into be entered into a prize draw to win one of three kindle fire HDX. PLUS the first 100 individuals to complete the survey will receive a voucher for Amazon for £10.

Click here to take the survey, or read on for more information.

Since the introduction of the retail distribution review three years ago, and the more recent pension freedoms, there has been a substantial growth in the number of investors who are making their own financial decisions and buying investment vehicles direct from asset managers and fund supermarkets.

Understandably, the asset management industry wants to get to know this group better to ensure that it can adequately cater to investors’ needs. As such, a group of seven asset managers has teamed up with Research in Finance to survey investors directly, via websites such as Morningstar.co.uk.

Specifically, they want to understand what motivates the self-directed individual investor; what are their goals, what considerations do they make when choosing an investment and how do they execute their transactions?

They would also like to learn how they select their investments and how they continue to monitor whether their chosen products meet their objectives; how knowledgeable individual investors are when it comes to investing for the long-term; and how the asset management industry can better support individuals in their investment process. 

Morningstar fully supports this initiative, and so we invite all Morningstar.co.uk readers to take the quick survey, which only takes a couple of minutes to complete, and comes with the added bonus of a potential Kindle Fire prize to those who participate.

The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

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