Insight Investment Funds Report February 2024—Rewriting the Value Equation

Product development activity slowed down in 2023 against the backdrop of scarce investment fund sales, growing interest for fixed-term deposits, volatile markets, and interest rate movements. For many product development teams, the past year presented an opportunity to re-evaluate product shelves, review pricing and plan for the future in light of broader industry changes in advisor practice models and investor/advisor preferences.

The February issue of Insight examines the current state, evolution and future expectations for the investment funds industry in Canada in light of factors that are reshaping the business from within and outside.