STATA/SPSS Analysis of ONS Wealth & Assets Survey data

Project status
Project start date
Not specified
Project posted
2 Jan 2017 11:25
Project duration (approx.)
7.0 Days
Budget (approx.)
£240 / day
Level of Experience
Financial Services
Area of expertise
Data Analytics
Consultant location

Objectives and Key Deliverables


MMC Ventures is a UK Venture Capital firm (est. 2000) actively investing in Series A deals within the technology sector.

Main Objectives

• Segment sections of the population by their propensity to invest, and find out more detailed characteristics about them
• See how these segments have changed over time from 2006-2014 (data permitting)
• If other forms of data arise that look relevant to question at hand, please highlight and project may adapt accordingly

Data underlies this release by ONS

...but we plan to investigate further than their breakdowns provide depth on specific more high net worth segments relevant to our portfolio company.

Broader Objectives

We’re working on a project for a company that provides an online share trading and investment platform. The company’s service enables people to do conduct trades online, invest their ISAs & SIPPs, and access information to help their investment decisions. To help the company plan, we’d like to better understand the nature of the UK market - what different groups of people there are financially, and what characteristics they have - in order to better understand what segments may be worth targeting more.

Freelancer will need to deliver (remotely)


• Initial 1-2 days to scope project and confirm methodology of data analysis
• c. 1.5 weeks to provide initial drop
• Iteration with final amendments

Project Outline


Step 1

Cluster the population into a limited number of groups based on the 'Main criteria', giving total size and detail into the 'Secondary characteristics' of these segments.

Main criteria
• Income
• Age
• Total Financial Wealth
• Value of Investment ISA
• Value of UK Shares

Then analyse these breakdowns with how they compose of these secondary financial characteristics

Secondary Financial Characteristics
• Total value of savings accounts
• Gross annual income from investments

Secondary Demographic Characteristics
• Legal marital status
• Size of household
• Gender
• Status
• Educational qualifications

Secondary Financial Characteristics
• Estimated value of unit investment trusts
• Current value of unit investment trusts
• About how much money have you invested in shares in the last two years?
• Total pension value
• Type of assets in SIPP
• Mortgage status (if in dataset)


Step 2

• Conduct time series to see how these clustered individuals are changing within the population from 2006-2014
• Project how these segments will change in the next 5-10 years

Output does not have to be in slide format.

- Strong data analytics skills, with STATA or programs that use SPSS data.

- Understanding of what (general) factors cause an individual to invest, to be able to spot creative ways to utilise the dataset beyond our requests

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