

Insurance Advisory Service May 2020
The Insurance Advisory Service provides an in-depth analysis of segregated fund trends. The report covers movements in total assets, gross sales, redemptions, and net flows while breaking down each measure by traditional and guaranteed withdrawal benefit (GWB) products. The report details each of these metrics at the asset class level for both product structures and provides views of monthly and yearly changes in each figure. Firm level and fund level rankings are also displayed based on largest and best-selling complexes and funds. Each monthly issue further delves into segregated funds that wrap mutual funds, providing industry level visuals of the proprietary and third-party categories, as well as firm level rankings.
In addition, Section 2 provides the results of our Semi-Annual Segregated Fund Survey. This spotlight provides detailed assets and gross sales data for both traditional and GWB segregated funds, split by distribution channel, region, age profile, registration, load structure, and more.
Insurance Report — Latest Reports


Insurance Report February 2023—Monthly Highlights

Insurance Report January 2023—Monthly Highlights

Insurance Report January 2023—Annual Segregated Fund Trends

Insurance Advisory Service December 2022—Monthly Highlights

Insurance Advisory Service November 2022—Segregated Fund Sales: From Renaissance to Respite

Insurance Advisory Service November 2022—Monthly Highlights

Insurance Advisory Service October 2022—Monthly/Quarterly Highlights

Insurance Advisory Service October 2022—Semi-Annual GIA and Annuities Update

Insurance Advisory Service October 2022—Life Insurance Results Across Canadian Distributors

Insurance Advisory Service September 2022—Monthly Highlights
