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Strategic Insight Acquired by Institutional Shareholder Services Inc

Investor Economics Acquired by Institutional Shareholder Services, Inc.

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Featured Insights

December 20, 2018

What Can Robo-advice Teach Us About Financial Services?

The robo-advice business has evolved leaps and bounds since it came into being several years ago...

December 14, 2018

Donor-advised Funds

Canadians are increasingly turning to structured giving vehicles, such as donor-advised funds (DAFs)...

December 13, 2018

Food for Thought: Trust

One of the most important assets possessed by established financial services firms...

Data is the bedrock of our business. From the ground up, we collect every last detail to piece together the big picture. Our range is expansive, sourcing inputs from companies large and small across the entire financial services value chain.

Process

If data is our foundation, then our value is in interpretation. Our team creates paradigms, establishes new metrics and introduces unique analytical frameworks, all with the goal to develop unmatched expertise in the analysis of retail financial services.

Research

Our coverage consists of multiple reports released on a monthly, quarterly, semi-annual and annual schedule, ranging from micro-trends in product, distribution and demand to authoritative perspectives on the future of the industry.

People

Our product, however, is not necessarily our outputs, but rather is a relationship with us. We work closely with our clients to deliver and to activate our insights in person, on the phone, or via our publications and commissioned studies.