Example Reports & Research
Please find below links to samples of a selection of Compeer’s reports and some of our research findings from recent conferences.
Annual Report
A management summary report highlighting key business performance metrics against the market as a whole and your selected peer group.
Quarterly Report
An overview of the latest trends in the sector with market share, growth and ranking analyses. This download is an example of a report for an execution only stockbroker. A different template applies for a wealth manager.
Monthly Report
The monthly report outlines trade and revenue statistics against a group of specialist execution only stockbrokers.
Remuneration Management Summary
A detailed summary of the latest trends in remuneration packages across all participants in surveys. Find out about the benefits on offer, pay group analyses, turnover levels and future expectations.
Competitor Profile
A two page profile of a wealth management firm, based entirely on information in the public domain at the point of production.
XO Charges Report
A sample from the XO charges report, with any changes from the previous month highlighted as part of the update.
