The Brondesbury Group

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Behavioral Segmentation of Investment Advisors Category: Retail & Investment Sophisticated analytical methods were used to identify the attitudes and behaviours that distinguish top investment advisors from their colleagues. The study was based on an amalgamation of several internal databases relating to thousands of advisors. Initial analysis was guided by suggestions from an executive brainstorming session and then advanced further as initial findings pointed to new directions. The study also identified the best methods for supporting top advisors, as well as information needed to identify “rising stars ”. Retirement Lifestyle Segments Category: Retail & Investment Using sophisticated analytical methods, we created a set of retirement lifestyle segments based on activity patterns of people age 60 and over, as reported in a Statistics Canada database. After extensive profiling of each segment, we created a quiz with a decision support tool that allows people to identify the segment that is most likely to fit their behaviour and attitudes. Emerging Issues in Asian Trade Category: Treasury Services Used secondary research and contact with key informants to identify key issues in Asian trade and how they related to the product offerings of a global bank. This information was used to inform bankers, as well as providing the starting structure for a dialogue with the bank ’s most valuable corporate clients in Asia. Long-Term Issues Affecting Client-Advisor Relationships Category: Retail & Investment; Education & Regulation This is an assessment of the key long-term issues that affect the relationships between investment advisor, client, firm and regulator including suitability of advice, client communications, advisor qualifications and oversight. Using a combination of secondary research and interviews with business opinion leaders, we identify both the salient issues and the people/information most capable of helping to deal with the issues. Cost and Performance Disclosure Category: Retail & Investment; Education & Regulation On behalf of a major securities regulator, we are investigating consumer understanding of disclosure information, as well as their preferences for getting information. Preferences include usefulness of information for decision-making, timeliness, convenience, and delivery methods. Strategy for the Commercial Health Market Category: Lending & Other Services Identifying profitable growth opportunities in the Canadian commercial healthcare market was the focus of this strategy study for a major Canadian bank. The work involved extensive use of secondary databases, as well as interviews with key informants. A future-oriented look that included changes in licensure and scope of practice formed part of the work. Student Loans – Uptake and Payback Category: Lending; Education This in-depth analysis looks at users of student loan programs compared to their cohort, as well as the factors that affect the progress of repayment of their loans.

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