Insights on institutional investors & financial advisors

Who we are

Phronesis Partners is a global insights and intelligence agency that works with many of the world’s leading financial services, research, consulting and business publication firms. The insights from our research are used to support board-level decisions, guide key portfolio/marketing/sales/other choices, and to create innovative thought leadership research.

Delivering insights that matter

We have a proven track record of supporting financial institutions and asset management firms through quantitative and qualitative research to:

• Gain a deeper understanding of and profile institutional investors and financial advisors
  
  
• Enhance strategy, thought leadership and communications activities
  
  
• Understand views and perception of investment products/services offered by asset managers
  
  
• Track market and competitive shifts

In-depth profiling

To help you reach out to specific personas that match your investors’ profile, we have a variety of filters that we can apply in our targeting to get meaningful insights and to help you meet your research goals. For example, we can apply the following filters in our database to match your investor profiles:

Customized solutions to meet your goals

We provide a customized research solution based on the intelligence required to help you address your business objectives. For example, we worked with Federated Hermes to understand how financial advisors, high-net-worth individuals and families and institutional investors make investment choices in relation to environmental, social and governance (ESG) considerations. The study provided intelligence such as ESG investment decisions, barriers to ESG adoption and future investment decisions.

The types of projects we typically carry out for clients based on 4 key target groups include the following:

What insights do you require?

If you want to conduct research with institutional investors, high net worth clients or investment consultants, please contact us to discuss how we can add value to your research. Please fill in the contact form and one of our experts will contact you.