This report provides a comprehensive analysis of the rapidly growing continuum of financial instruments that afford individual investors a combination of upside return and an assured return of capital at maturity. We have broadened the scope of the Market-linked Instruments report to include the increasingly expanding array of product structures characterized by a multiplicity of investment strategies. Market-linked GICs, mutual fund- and hedge fund-linked notes, and life insurance segregated funds are all competing for the attention of investors and advisors in this expanding market segment.

This report also examines all facets of Canada’s closed-end funds market. Our database encompasses the entire closed-end funds universe, with historic data going back to 1999. The Closed-end Funds report is a virtual cat scan of the market, including sizing, evolution of the product, economics, and key emerging trends.

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