
Date Posted: Feb 19, 2015

Insight February 2015
The February issue of Insight looks at investment fund performance from multiple vantage points in order to answer a number of crucial questions: To what extent do investment returns influence sales and redemption patterns? Is it absolute or relative investment performance that matters most? Does relative performance still matter in a scenario of strong market gains? Does performance matter for organizations with preferred access to distribution?
The answers to most of these questions are far from straightforward. To better address the topic, we have leveraged two industry-leading datasets: Investor Economics’ proprietary funds databases and Morningstar Canada’s extensive set of investment performance metrics. For the first time in Insight, we compare the performance for groups of funds available simultaneously in series A (original) and D (for self-directed investors); or F (for the fee-based platform); or high net worth (HNW). Another first touches on an extensively debated topic: the correlation between MER and trailer levels and investment performance.
Get access to Investor Economics
Insight February 2015report
CLICK HERE FOR ACCESS
Insight Investment Funds Report — Latest Reports


Insight Investment Funds Report July 2023

Insight Investment Funds Report July 2023—Canadian ETFs Evolution Toward Product Neutrality

Insight Investment Funds Report June 2023—Pricing Evolution Is the Constant

Insight Investment Funds Report—June 2023

Insight Investment Funds Report May 2023—The March of the ESG Funds

Insight Investment Funds Report May 2023

Insight Investment Funds Report—April 2023

Insight Investment Funds Report April 2023—Yield Hunting Season Drives Flows in Q1

Insight Investment Funds Report—March 2023

Insight Investment Funds Report March 2023—The Regional Wealth Landscape Risk-off
