Date Posted: Mar 23, 2021

Group Retirement Savings and Pensions Report—Investment Product Shelf Update Q4 2020

In this issue of the Group Retirement Savings and Pensions (GRSP) report, all metrics related to the group segregated fund industry have been refreshed to Q4 2020.


The Investment Product Shelf Update offers a comprehensive breakdown of group segregated funds on record-keeper platforms. Metrics including changes in assets, net flows, and number of funds are shown at an industry, record-keeper, and asset manager level. This section further details changes in target date funds as well as views on third-party versus proprietary managed funds.

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