Independent Investment Research Services in Australia - Market Research Report

Independent Investment Research Services industry trends (2014-2019)

poll Average industry growth 2014–2019: 3.8%

Firms in the Independent Investment Research Services industry provide essential research and ratings services to financial advisers, fund managers, superannuation funds, institutional investors and retail investors. The industry researches and rates various investment and superannuation funds to provide clear, unbiased information to large and small investors. This information helps investors establish the optimal investment products to include in their portfolios. Research firms also provide other valuable quantitative and qualitative research and information products to assist investment companies in developing financial models and making investment choices. Some fund managers have paid research firms to rate their products, leading to accusation...
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Independent Investment Research Services industry outlook (2019-2024)

poll Average industry growth 2019-2024: x.xlockPurchase this report or a membership to unlock the average company profit margin for this industry.

The Independent Investment Research Services industry is anticipated to perform well over the next five years. This performance follows on from strong industry revenue growth over the past five years. Solid demand growth is forecast to continue over the next five years, as financial advisers and other clients in the finance sector increasingly use the industry's investment and analysis products for funds ratings reports and other research products. Industry firms are projected to continue improving their independent ratings products and research reports to add value to client analysis, and assist clients in making accurate and informed recommendations to their own customers. Revenue and profitability Industry revenue is forecast to increase at an a...
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Independent Investment Research Services industry statistics

  • attach_money Market Size: $255m
  • business Number of Businesses: 51
  • poll Average Industry Profit Margin: x.x%
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  • supervisor_account Industry Employment: 1,122

Biggest companies in the Independent Investment Research Services industry

The companies holding the largest market share in the Independent Investment Research Services in Australia industry include Morningstar Group (Australia) Pty Limited, Marsh Mercer Holdings (Australia) Pty Ltd, Lonsec Holdings Pty Ltd and Zenith Investment Partners Pty Ltd.

  • pie_chart Morningstar Group (Australia) Pty Limited Market Share: x.x%
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  • pie_chart Marsh Mercer Holdings (Australia) Pty Ltd Market Share: x.x%
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  • pie_chart Lonsec Holdings Pty Ltd Market Share: x.x%
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  • pie_chart Zenith Investment Partners Pty Ltd Market Share: x.x%
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What is Independent Investment Research Services industry?

Industry Definition

Industry firms provide independent, third-party investment research to institutional and individual investors, corporate issuers and financial services firms. This research is generally provided to clients on the ‘buy-side’ of the investment market, such as fund managers and institutional investors. Companies that provide ‘sell-side’ investment research, such as investment banks and commercial banks, are excluded from the industry.

Industry Products and Services

  • Investment research subscription services
  • Pay-for-ratings services
  • Research consulting services
  • Other investment and research services
  • All Others

Industry Activities

  • Providing ratings services for financial and investment products
  • Providing subscription products for financial and investment products
  • Providing independent investment research and consulting services
  • Providing other investment and research products and services

Market research report - table of contents

Industry Definition

Industry firms provide independent, third-party investment research to institutional and individual investors, corporate issuers and financial services firms. This research is generally provided to clients on the ‘buy-side’ of the investment market, such as fund managers and institutional investors. Companies that provide ‘sell-side’ investment research, such as investment banks and commercial banks, are excluded from the industry.

Main Activities

  • Providing ratings services for financial and investment products
  • Providing subscription products for financial and investment products
  • Providing independent investment research and consulting services
  • Providing other investment and research products and services

Similar Industries

Additional Resources

Industry Statistics Snapshot

Industry Structure

Executive Summary

Key External Drivers

Financial planners and advisers use ratings services provided by industry players to help advise clients on investment strategies. An increase in demand f...
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Demand from financial planning and investment advice
Demand from finance
Demand from superannuation funds
Demand from superannuation funds management services

Current Performance

Enterprises and employment
Conflicts of interest
 Chart: Revenue Growth

Industry Outlook

ASIC regulation
Future growth areas
 Table: Independent Investment Research Services in Australia - Market Research Report Industry Revenue Outlook

Industry Life Cycle

Life Cycle Reasons
 Chart: Benchmarking - Independent Investment Research Services in Australia - Market Research Report Industry Lifecycle vs The Economy

Supply Chain

Key Buying Industries

Financial Asset Investing in Australia
Superannuation Funds in Australia
Finance in Australia
Financial Planning and Investment Advice in Australia
Consumers in Australia


Key Selling Industries

Computer and Computer Peripheral Wholesaling in Australia
Data Processing and Web Hosting Services in Australia





Products & Services

The main products and services provided by the Independent Investment Research Services industry relate to investment and superannuation funds ratings pro...
Fund managers
Financial organisations and investment companies
Retail investors



Demand Determinants

Financial advisers, superannuation funds and other investment funds companies require the industry's ratings services to provide comparisons with other fu...
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Major Markets

Fund managers
Financial organisations and investment companies
Retail investors




 Chart: Major Market Segmentation for the Independent Investment Research Services in Australia - Market Research Report Industry

International Trade

Business Locations

Chart: Business Locations by State Chart: Business Locations by State

Market Share Concentration

The Independent Investment Research Services industry is moderately concentrated, with the four largest firms expected to account for 47.2% of industry re...
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Key Success Factors

Cost Structure Benchmarks

Profit, Purchases, Wages, Other Costs
 Chart: Cost Structure Benchmarking – Sector vs Independent Investment Research Services in Australia - Market Research Report

Basis of Competition

Internal competition
External competition

Barriers to Entry

 Table: Barriers to Entry Checklist for the Independent Investment Research Services in Australia - Market Research Report Industry

Industry Globalization

Morningstar Group (Australia) Pty Limited is the Australian business of Morningstar, Inc., a large US-based independent investment research company establ...
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Morningstar

 Table: Morningstar - financial performance

Marsh Mercer Holdings

 Table: Marsh Mercer Holdings - financial performance

Lonsec

 Table: Lonsec - financial performance

Zenith Investment Partners

 Table: Zenith Investment Partners - financial performance

Capital Intensity

The Independent Investment Research Services industry's capital intensity provides an indication of the capital requirements needed to operate in the indu...
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 Chart: Level of Capital Intensity for the Independent Investment Research Services in Australia - Market Research Report Industry
 Chart: Tools of the Trade: Growth Strategies for Success

Technology & Systems

Revenue Volatility

Chart: Volatility vs Industry Growth Chart: Volatility vs Industry Growth

Regulation & Policy

Industry Assistance

Table: Industry data Table: Industry Data for the Independent Investment Research Services in Australia Industry

Industry Revenue (2007-2025)
Industry Gross Product (2007-2025)
Establishments (2007-2025)
Businesses (2007-2025)
Employment (2007-2025)
Exports (2007-2025)
Imports (2007-2025)
Wages (2007-2025)
Domestic Demand (2007-2025)

Table: Annual Percentage Change for Key Industry Data Table: Annual Percentage Change for Key Industry Data

Table: Key Ratios for Industry Key Dat Table: Key Ratios for Industry Key Data

Table: Industry Financial Ratios Table: Industry Financial Ratios

Liquidity Ratios
Coverage Ratios
Leverage Ratios
Operating Ratios
Cash Flow & Debt Service Ratios (% of Sales)
Assets, %
Liabilities, %

BUY-SIDE

INSTITUTIONAL INVESTORS

RETAIL INVESTORS

SELL-SIDE

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Included in Report

  • Industry Financial Ratios
    Industry Financial Ratios
  • Revenue Forecasts
    Revenue Forecasts
  • Historical and Forecast Growth
    Historical and Forecast Growth
  • Industry Market Size
    Industry Market Size
  • Industry Major Players
    Industry Major Players
  • Profitability Analysis
    Profitability Analysis
  • SWOT Analysis
    SWOT Analysis
  • Industry Trends
    Industry Trends
  • Industry Operating Conditions
    Industry Operating Conditions
  • Porter's 5 Forces Analysis
    Porter's 5 Forces Analysis

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This report on Independent Investment Research Services in Australia:

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  • Includes the necessary information to perform SWOT, PEST and STEER analysis.
  • Helps you understand market dynamics to give you a deeper understanding of industry competition and the supply chain.
  • Analyses key performance and operational metrics so that you can benchmark against your own business, that of your customers’ businesses, or your competitors’ businesses.

The Independent Investment Research Services in Australia market research report includes:

  • Historical data and analysis for the key drivers of this industry
  • A five-year forecast of the market and noted trends
  • Detailed research and segmentation for the main products and markets
  • An assessment of the competitive landscape and market shares for major companies
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