Household Balance Sheet Report
(biennial, with annual statistical update)
The Household Balance Sheet Report has become a widely accepted research tool that allows financial services providers to assess the retail market and consider future opportunities and competitive challenges for their businesses.

Share of Wealth Market Report (semi-annual)
This customized report offers a comprehensive, multi-dimensional and highly detailed measure of an organization’s share of ‘wallet’.

Segmentation Service
Investor Economics’ segmentation database offers a comprehensive and detailed measurement of the demand side of Canada’s wealth market by segmenting Canadian households according to their financial wealth assets, income level and life stage.




Managed Money Advisory Service
(semi-annual)
Managed money is increasingly emerging as a new competitive paradigm in the financial services industry. This comprehensive report tracks and updates all of the main facets of the managed money business in Canada, and provides an analytical framework for measuring a company’s ongoing progress.

High Net Worth Investment Management
and Trust Pricing Review (annual)
This report is a comprehensive examination of the competitive pricing landscapes within the investment management and trust industries.



The Fee-based Report (semi-annual)
This detailed study tackles key issues facing competitors in the rapidly growing fee-based market.

Fund Wraps (semi-annual)
The Fund Wraps report, an extract of a major section of The Fee-based Report, is a comprehensive, multi-faceted and highly detailed diagnostic of the entire fund wrap space.



Insight Advisory Service (monthly)
This research service thoroughly examines the investment funds industry.

Insight Advisory Service – Gisted Report (monthly)
The Insight Gisted Report provides a synthesized version of our monthly Insight report.

Insight Index Funds Report (quarterly)
This report tracks mutual and individual segregated index funds in Canada, providing analysis of key developments in this rapidly emerging market segment.

Mutual Fund Provincial Sales and Market Share Tracking Report (quarterly)
This customized study provides detailed analysis of provincial trends in the mutual funds industry.

Mutual Fund Market Share Attribution Analysis (quarterly)
This customized analysis identifies and monitors the key drivers of a firm’s market share change.

Life Insurance Segregated Funds Report (annual)
This report provides a comprehensive assessment of the growth and emerging product trends in the individual segregated funds arena.

Payout Annuities Report (annual)
The focus of this study is on size, growth trends, money flows, and the quantification of major features associated with payout annuities.




The Retail Brokerage Report (quarterly)
The Retail Brokerage Report looks at developments in the Canadian retail brokerage industry and provides brokerage executives with a multi-faceted yardstick for measuring their firm against the industry at large.

Full-service Brokerage Profitability Report (quarterly)
This customized report identifies trends and extensively tracks the vital productivity, profitability, and advisor and customer account metrics that are needed to understand the dynamics of the industry and its participants.



Hedge Funds Report (annual)
This study covers all aspects of the hedge funds market, highlighting its growing importance and relevance.

Market-linked Instruments and Closed-end Funds (annual)
The Market-linked Instruments 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. The Closed-end Funds report examines all facets of Canada’s closed-end funds market.




Mortgage Broker Report
This study presents important findings about lender selection, compensation, product demand, non-prime market opportunities, mobility, links with other financial services professionals, and other pertinent issues.




Provincial Analysis
We maintain a vast array of provincial data.

The only question most executives have after dealing with Investor Economics is: “How did we get along without this before?” There’s really just one other question: can you afford not to exploit our intelligence?

If you would like to subscribe to any of our industry studies, or wish to learn more about them, please call us at (416) 341-0114.