Date Posted: Jun 17, 2005

2005 Household Balance Sheet Report

Over the years, Investor Economics’ Household Balance Sheet Report has become a cornerstone of strategic thinking and a benchmark for business planning and forecasting for the organizations that compete in all facets of Canada’s financial services industry. The 2005 report builds on our growing body of research and contains a number of important new features. The Household Balance Sheet Report is fundamentally about the future, and once again we have gone into overdrive on this subject. The 2005 edition of the Household Balance Sheet Report will present: ·  Detailed projections of over 60 line items that make up every category of assets, liabilities, and net worth that comprise the aggregate Household Balance Sheet. ·  Comprehensive and detailed analysis and projections for the wealth market examined through five key lenses: asset mix, line of business (i.e. spread-, transaction- and fee-based), distribution channels (seven detailed channels), segmentation, and taxable/tax-deferred. ·  An updated view of the major overarching balance sheet and wealth market themes that will influence the contour of the financial services playing field for all providers. The importance of ‘risk management’ is one of the many themes explored in the report. ·  NEW: Expanded product detail for market-linked instruments, hedge funds, closed-end funds, income trusts, and exchange-traded funds showing the current size and past and projected growth for each. ·  NEW: Residential real estate and home equity are now included in our measurement and analysis of the wealth market. ·  NEW: Regional balance sheets quantifying the size and wealth market structure for British Columbia, Alberta, Manitoba/Saskatchewan, Ontario, Quebec, and the Atlantic Provinces. Wealth market growth for each of these regions is also provided in conjunction with our regional segmentation. ·  NEW: A special feature zeroing in on the Big Six banks’ share of the wealth market by line of business and delivery channel. ·  Projections for the key wealth market segments broken out into asset threshold, income, age and region. This is the part of our report where you can locate projections on the size of the $1 million and over segment 10 years hence. ·  Projections of the fee-based market and each component of the fee-based continuum—investment funds, fund wraps, and discretionary managed money. ·  The outlook for advice and the prospects and challenges for distribution channels, branch advice, full-service brokers, and financial advisors. ·  An updated feature on the retirement market—pensions, defined contribution plans, individual and self-directed RRSPs, RRIFs, RESPs, and annuities. ·  An expanded Canada/U.S. Household Balance Sheet comparison incorporating new levels of detail showing comparatives for composition and size of the fee-based market in both countries. I strongly believe that the Household Balance Sheet Report is a ‘must have’ in the research arsenal for senior executives, business planners, market researchers, and policymakers who have a stake in the future growth and development of Canada’s retail financial services industry. The bottom line is that this report is bigger and better than anything we have done before. We think that says a lot. Like all Investor Economics research, our guaranteed deliverables include multiple copies of the report, electronic access, and a great deal of hands-on support.
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