About us

About the IA Intelligence Platform

The Investment Association is the trade body and industry voice for UK investment managers. The IA Intelligence Platform brings the Investment Management Survey and the ISA Barometer together, so members can explore twenty years of industry data, read the reports, and ask questions that cite their sources. Industry figures, household research and the themes that run through both sit around that one record.

managed by IA members for clients in the UK and worldwide: £11.1trn
of UK households use an investment manager, knowingly or not: 84%
of the Investment Management Survey, in one place: 20+ years
in Europe, and second in the world after the US: 1st

What it is

The IA's research, ready to work with.

For two decades the Investment Management Survey has been published as a report. The platform keeps that record, and the ISA Barometer beside it, as interactive charts, a report archive and an assistant that shows its sources.

01Industry view
Investment Management Survey dashboards
The annual survey, chapter by chapter.
- Industry scale
- Clients and funds
- Asset allocation
- Institutional and pensions
- Financials and employment
- Market and trade
From 2005 onwards
02Investor view
ISA Barometer
How UK adults save and invest through ISAs.
- UK adults
- Cash ISA savers
- Investors
Each figure names the population it describes.
03
Report archive
The published Investment Management Survey and ISA Barometer reports, read in the browser.
04
Research assistant
Ask in plain English. Answers are grounded in the IA's research and cite the page they come from.
05
Themes over time
How the language and focus of the reports have shifted across two decades.
06
Your own boards and decks
Arrange live charts into a dashboard, or draft a presentation from the same figures. Nothing is retyped.

Report archive

The editions stay on the shelf.

Every published Investment Management Survey, and the ISA Barometer papers with it, can be read in the browser. Ask a question and open the page the answer is drawn from.

The research behind it

Two flagship programmes. One is the industry. One is the investor.

Cover of Investment Management in the UK 2025-2026, the Investment Association annual survey

Investment Management Survey

The sector's reference statistics.

The IA's flagship annual survey has run for more than twenty years. It covers UK-managed assets, asset allocation, client segments, and retail and institutional trends. Around 50 to 80 member firms respond each year. Figures are checked on matched samples, so one year can be read against the next. A forward-looking chapter draws on interviews with the IA Board and senior members. The findings support the IA's conversations with policymakers, including the FCA and HM Treasury.

Investment Management Survey on theia.org

Cover of ISA Barometer 2026: Awareness and understanding of ISAs

ISA Barometer

How the UK saves, and who invests.

Annual research into how UK adults use ISAs, produced with Opinium since 2023. The 2026 series, its fourth year, looks at ISAs as a gateway to investing. It draws on survey data from more than 8,000 respondents, across UK adults, Cash ISA savers and investors. The findings are published as three papers: awareness and understanding of ISAs, turning savers into investors, and investing in Britain. Because the three samples differ, each finding states which population it describes. The research informs the IA's work on widening participation in investing.

ISA Barometer research on theia.org

Who we are

The trade body for UK investment managers.

The IA champions the investment management industry and helps member firms become better businesses. Members range from small independent UK firms to global groups. Together they manage over £11.1 trillion for clients in the UK and around the world, about a tenth of global assets under management. The industry is the largest of its kind in Europe and the second largest in the world, after the United States.

The IA's purpose is to make investment better: for clients, for companies and for the economy. It represents members to policymakers and regulators, and explains the industry to the wider public. It also leads learning and training, and consults members on market trends, technology and the use of data.

The Intelligence Platform is produced by the Market Insights and Fund Sectors division, led by Miranda Seath, Director, Market Insight and Fund Sectors. The division gives the IA's strategy and policy a data-led base: the Investment Management Survey, investor research including the ISA Barometer, monthly UK fund flows, and the IA Sectors classification.

Welcome to the IA on theia.org

Six areas of the IA's work

Policy, Strategy and Innovation
Stewardship, Risk and Tax
Investment and Capital Markets
Market Insights and Fund Sectors
Corporate Affairs
Culture, Talent and Inclusion

The Investment Association, 10 Norton Folgate, London, E1 6DB. Registered in England and Wales. Company number 04343737.

Who it is for

Members of the Investment Association.

The platform is for member firms that already work with the IA's research. It is not a public data feed, and it is not a place to take investment advice.

Not investment advice

Nothing on the platform is a recommendation to buy, sell or hold an investment. Indicative forecasts are model projections from historic survey data. They are labelled as such.

How to access

One sign-in, the account you already have.

Sign in on theia.org and come back here. The platform never sees your password. Access is granted when your account includes the Intelligence Platform permission.

Questions

Before you sign in

Who can use the IA Intelligence Platform?

Members of the Investment Association. You sign in with the theia.org account you already use. The platform opens when that account includes the Intelligence Platform permission.

Where does the data come from?

From the Investment Management Survey, the IA's annual industry survey, and from the ISA Barometer, consumer research produced with Opinium. Charts and answers stay tied to those publications.

Is this investment advice?

No. The platform is a research tool for members. It does not recommend a product, a fund or a course of action. Forecasts are indicative, and estimated figures are labelled as estimates.

How often is it updated?

The Investment Management Survey is published once a year. The ISA Barometer is annual research, fielded in the spring. The platform is updated as each new edition is released.