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| Money Market Funds - UK and Isle of Man |
| Client: Open-ended investment company |
Objectives: The client wanted Infiniti to ascertain the following:
- Who are the competitors to their fund - amongst other stable NAV money market funds? Amongst other bank/building society products - business and instant access accounts?
- How do these funds compare on various features like: Size of fund, minimum investment levels, currency classes, etc.
- Who do the competitors deposit their monies with (i.e. bank deposit takers)
- Which are the markets / sectors that the competitors promote their products to
- Summarize the marketing approach of the competitors
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| Mutual Fund Market Worldwide |
| Client: Leading fund management company |
Objectives: Study the mutual fund market worldwide with a view to identifying the most innovative mutual funds on a number of pre-defined parameters.
- We also send a quarterly report to the client on the most innovative funds that have entered in the market every quarter
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| Analysis of the UK Debt Collection Industry |
| Client: Leading UK debt collection company |
Objectives: Jointly produced report on the "State and Opportunities in the UK Debt Collection Industry ", commercially published in January 2006 and enjoying robust sales.
- The UK Debt market context
- The supply market (debt management suppliers)
- Market trends & challenges
- Outlook & opportunities in next 5 years
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| Study of Global Banking Software Market and Leading Competitors |
| Client: European investment bank |
Objectives: To initiate equity coverage of three leading banking software majors (Misys, Temenos and I-flex) for which has been conducted:
- Thorough analysis of the banking software market
- Competitor profiling and positioning maps
- Product benchmarking
- Detailed operational and strategic review of the 3 companies to be initiated
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| Suppliers and Supply Markets |
| Client: Global financial firm |
| Objectives: Provide regular ongoing research support to the client's purchase department to help them identify suppliers and supply markets for their various purchase categories and sub-categories. |
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| European Money Market Fund |
| Client: Stable NAV money market fund |
Objectives: Study of UK and international money market funds with a view to identifying potential new market segments. Also studied the client's competing funds to capture details on:
- Size of fund, minimum investment levels, currency classes
- Charging structures, intermediary rebates / commissions
- Dealing / cut off times, settlement times (same day/ T+1/etc)
- Who do they deposit their monies with
- Identify the markets / sectors they promote their products to
- Understanding their marketing approach and materials
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| Financial Institutions - Outsourcing Potential |
| Client: Leading investment bank |
Objectives: The client wanted us to study the market for financial institutions in the US with a view to identifying the outsourcing potential that exists for their products and services.
- This research combined extensive secondary data with more than a hundred primary interviews
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| Offshore Banking Market |
| Client: Leading commercial bank |
Objectives: Comprehensive study of the offshore banking market including:
- Sizing the market and segmenting it
- Studying major banks offering offshore banking with a comprehensive comparison of their offerings
- Identifying expectations of high net worth individuals from private banking providers
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| Study of Indian Market and Company Awareness |
| Client: Large investment company |
Objectives: General study of the Indian market and economy with slight focus on economic situation. Beside this study the awareness level for the company in the Indian market. Aspects studied include:
- Overall economic trends
- Future outlook for major Indian industries
- State of securities market
- Exchange rate trends
- Current political situation in India
- Indian infrastructure sector
- Indian Real estate market
- Awareness study for company
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| Competitor Benchmarking |
| Client: Leading wealth management firm |
Objectives: Helping the client to understand the non-resident business at three of their competitors in terms of:
- Service and delivery model
- Rules of the road - client segments, account minimums, etc.
- Geographic coverage
- Size - clients, AUM, FAs, branches
- Accreditation, compliance and licenses
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| Competitor profiles and advertisement activities |
| Client: Large online investment bank |
Objective: The client wants to improve their competitive positioning therefore they need to refresh their current knowledge on their 10 biggest competitors' communication both offline and online. The following competitor aspects were studied:
- Company history
- Awards won
- Offices
- Product categories
- Markets served
- On and off-line advertising activities
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