Reports
ETF and Index Funds Report
Insurance Report
- September 2023 Semi-annual Segregated Fund Trends
- August 2023 Monthly
- Special Feature: Insurance Distribution Payout Annuities Q2 2023
- July 2023 Monthly Quarterly
- July 2023 Life Insurance Results Across Canadian Distributors
- June 2023 Monthly
- May 2023 Monthly
- April 2023 Monthly/Quarterly
- Special Feature: Insurance Report Segregated Funds in Q1 2023
- April 2023 Semi-annual Payout and Fixed Annuities Update
Insight Investment Funds Report
- August 2023
- July 2023
- Special Feature: Canadian ETFs Evolution Toward Product Neutrality
- Special Feature: Pricing Evolution Is the Constant
- June 2023
- Special Feature: The March of the ESG Funds
- May 2023
- April 2023
- Special Feature: Yield Hunting Season Drives Flows in Q1
- March 2023
Deposit Report
Insight Investment Funds—Gisted Report
Investor Economics Household Balance Sheet Report
Retail Brokerage and Distribution Report
- Special Feature: Women in Brokerage
- Spring 2023 Quarterly Update
- Special Feature: Profitability Update
- Winter 2023 Quarterly Update
- Fall 2022 Quarterly Update
- Special Feature: Online Brokerage Pricing: A Zero-Sum Game?
- Special Feature: Regional Perspectives in the Brokerage Channel
- Summer 2022 Quarterly Update
- Spring 2022 Quarterly Update
- Winter 2022 Quarterly Update
Fintech Report
Group Retirement Savings and Pensions Report
Fee-based Report
Financial Advisor Channel Report
ESG Report
2021 Investor Economics Household Balance Sheet Report
2021 Household Balance Sheet Report
The current edition—our 15th— is the compendium of our best thinking, analyses, and data on the financial services industry in Canada. Importantly, each study reflects the expansive input from you, our loyal readers.
Over the past 29 years, you have shaped the Household Balance Sheet Report’s fact base and storylines by sharing data and insights about your own growth and successes, and by offering your valuable comments on the report itself. In this fashion, the study is truly the fruit of teamwork on a massive scale. The report encompasses data and ideas from organizations and individuals representing financial services providers, regulators, industry associations and public policymakers, both Canadian and global, and weaves this collective wisdom into a single narrative of the state of the union—and the state of the future—of the Canadian household wealth market.
As subscribers to the Household Balance Sheet Report, many of you know that the publication of this biennial report is, most importantly, an invitation to debate the future of the Canadian financial services industry. Key to the report’s potency is the application of its ideas and projections to address specific strategic and tactical dilemmas facing your businesses. As always, the Investor Economics team is ready to help you mobilize this research to uncover opportunities and to prepare for challenges through in-person and online discussions. Through these interactions, the single map of the financial services industry outlined in the Household Balance Sheet Report becomes nuanced into multiple perspectives, made relevant through firm-specific applications of its content. You help us transform the map into an atlas of new maps.
Wholesaling Key Metrics Report
Full-service Brokerage Profitability Report
Global Research White Paper Series
- Global Research Feature: Liquidity 2022
- Global Whitepaper: COVID-19 Crisis 2020
- Global Whitepaper: Liquid Alts
- Global ETF Whitepaper 2019
- Global Whitepaper: Global Fintech 2018
- Global Whitepaper: "Glocal" Retirement 2018
- Global Whitepaper: Global Regulations 2016
- Global Whitepaper: Global Investment Funds 2017
Private Investment Management Pricing Report 2021
State of Wholesaling Report
2018 Sales and Service Models for the Mass Affluent–Canada
Fund Wraps Report
Private Banking Report
The Private Banking Report covers the financial state of the Canadian Private Banking industry. It is published on an semi-annual basis with data at the end of the Fiscal Year and a brief update with data at the end of June. The focus of this report is on the banking services offered to the country’s wealthiest households and captures major aspects of the private banking balance sheet as well as the P&L statement. With the encouragement and active participation of the six largest banks, we have developed our methodology and analytical approach to the point that we provide each participating bank with a highly customized report on the industry as a whole, and their share of, and success in, the industry.
The Private Banking Report is delivered via email distribution. Please contact us here to learn more.