At CoreData, we are primarily interested in one thing – helping you grow your business. We have a passion – and healthy obsession – for turning data into meaningful insights which will help you connect with clients and expand your business. Our vision is to be the world’s number one research partner for growth strategies in the global asset management industry.

We leverage our deep global network of partners to develop cutting-edge research strategies focused on growth and transformational change. CoreData can provide you with access to a broad range of clients, prospects and stakeholders covering individuals in different channels and over 50 countries. We cover a range of industry sectors including:

  • Financial advisors
  • Institutional investors
  • Retail investors
  • HNW and Ultra HNW investors
  • Pension and DCIO plan providers
  • Endowments and institutions

At CoreData we are focused on helping you understand how changes in the broader market affect the business in which you operate. Our model is based around four core capabilities: client engagement, client intelligence, market intelligence and business intelligence.

Our financial services experience, research capabilities and design skills allow us to deliver efficient, insightful and robust client solutions.