Custom Research Lab

Overview

The II Custom Research Lab produces primary research reports for use by our clients in their market outreach and business development activities. By demonstrating a highly credible understanding of investors’ business concerns, our clients attract new business and deepen relationships with their current clientele.

Our work with asset-management and professional-services firms typically includes collaboration on the research topic, quantitative survey research, and qualitative interviews with investment decision makers. We publish our results in cobranded research reports for our clients’ use and distribution across our platforms.

Recent studies have examined:

Investors’ interest in multi-asset solutions
The outlook for active equity strategies
ESG as a source of investment insight
Succession planning for RIAs

Process

Examples and Pricing

Description	Research Methods	Deliverables	Pricing Factors
Small Quantitative Study •8-12 weeks	•Survey of 100+ investors with an 8-12 question survey •Desk research and client consultation	•One cobranded research report of approximately 10 pages •Slide deck of results for client’s internal or external use	•Complex or highly technical topics, demographic requirements for survey responses, or expanded deliverables may raise fees by 25%-50%
Small Qualitative Study •8-12 weeks	•Open ended interviews with 12+ well-qualified investment decision makers •Desk research and client consultation	•One cobranded research report of approximately 10 pages •Slide presentation of research results for client’s internal or external use	•Complex or highly technical topics, interview sources who are especially difficult to reach, or expanded deliverables may raise fees by 25%-50%
Large Quantitative and Qualitative Study •20+ weeks View American Express sample	•Survey of 200+ investors with a 10-15 question survey •Open ended interviews with 15+ well-qualified investment decision makers •Desk research and client consultation	•Two or more cobranded research reports of 15+ pages •Slide presentations of research results for client’s internal or external use •Other analyses by mutual agreement	•Complex or highly technical topics, demographic requirements for survey participants, interview sources who are especially difficult to reach, or expanded deliverables may raise fees by 25%-50%

For additional information, contact:

Sam Knox
Director, Custom Research
Telephone: +1 (212) 224-3155
E-mail: sam.knox@institutionalinvestor.com