Our Mission

Investor Economics empowers the wealth management community to prosper and grow by providing unique information and business intelligence.

Our History

1992
1993
1995
2000
2003
2006
2008
2010
2013
2014
2015
2016
2017
1992
Investor Economics is born
Founding members: Earl Bederman, Goshka Folda, Ray Liu.
1993
A star emerges
The inaugural Household Balance Sheet Report was published. It remains our flagship research product to the present day.
1995
Subscription-based research gets underway
Investor Economics initiates coverage of the Canadian investment funds business, launching the monthly Investor Economics Insight.
2000
Moving up the value chain
Distribution comes into focus with the launch of The Retail Brokerage Report.
2003
A fee-based wave brings new opportunity
The Fee-based Report is launched to provide insights into businesses growing out of their transaction-based roots.
2006
Getting closer to our clients
Investor Economics expands, deepening our consulting expertise and resources.
2008
What goes down, must come up
Following the global financial crisis, we helped our clients emerge both stronger and better-equipped to handle the new economic realities of a marketplace in flux.
2010
The plot thickens
The research shelf expands to include specific coverage of ETFs and deposit products.
2013
A new chapter begins
Investor Economics joins the Strategic Insight family after being acquired by Asset International.
2014
Getting closer to the retail investor
Market research experts Corporate Insights join forces with Investor Economics to help clients better determine what drives their share of wallet.
2015
Changing with the times
Research coverage expands to include focused reports on Retirement and Fintech.
2016
A new look
Investor Economics, along with other SI business units, are rebranded as Strategic Insight.
2017
Global expertise on the rise
SI Research is formed, with coverage spanning Canada, the U.S., Europe and Australia.

Strategic Insight

Investor Economics is a part of SI Research (a division of Strategic Insight) which provides research, data, and business intelligence to the global asset management community. We work closely with our other lines of business to provide insight and value to clients across the world, delivering research in the U.S., Europe and Australia.

Our Team

Goshka Folda
Goshka Folda
President and CEO, Investor Economics
Global Head of Research, Strategic Insight
Carlos Cardone
Carlos Cardone
Senior Managing Director
Guy Armstrong
Guy Armstrong
Senior Consultant and Managing Director
Keith Sjögren
Keith Sjögren
Senior Consultant and Managing Director, Consulting Services
Mary Taylor
Mary Taylor
Head, Customer Insights and Corporate Development
Pam Byroe
Pam Byroe
Director, Operations and Client Engagement

Christopher Davis
Christopher Davis
Head, U.S. Investment Fund Research
Glen Okahori
Glen Okahori
Director, Customer Insights
Jas Aulakh
Jas Aulakh
Director, Key Accounts
Lazo Christopulos
Lazo Christopulos
Senior Product Manager, SIMFUND
Brett McDonald
Brett McDonald
Senior Consultant
Kevin Spraggs
Kevin Spraggs
Senior Consultant
Maria Cadena
Maria Cadena
Consultant
Nicholas McNally
Nicholas McNally
Consultant
Jonid Lesko
Jonid Lesko
Associate Consultant
Megan Cobb
Megan Cobb
Associate Consultant
Aditya Narayan
Aditya Narayan
Associate Consultant
Chris Bateman
Chris Bateman
Senior Research Analyst, Customer Insights
Randa Hassanein
Randa Hassanein
Senior Analyst
Griffin Murphy
Griffin Murphy
Senior Analyst
Derek Kwok
Derek Kwok
Analyst, Customer Insights
Kenny Lebovics
Kenny Lebovics
Analyst
Kyle Haydenluck
Kyle Haydenluck
Analyst
Rogan Anantharajah
Rogan Anantharajah
Analyst
Jiani Hou
Jiani Hou
Analyst, Global Research
Jeffrey Wang
Jeffrey Wang
Data Analyst, Insight
Mariela Cayaffa
Mariela Cayaffa
Associate, Client Service
Carol DeWolf
Carol DeWolf
Design and Production Assistant
Albert Lau
Albert Lau
Database Developer
Alan Ewing
Alan Ewing
Client Relations