Investor Economics Insight July 2018

Profound changes in advisor practices, particularly in the form of a shift to fee-based accounts, along with fund company initiatives targeting the high-end are reshaping the funds industry asset base. Demand has been shifting toward F- and HNW-series for several years, but this trend has recently accelerated. In 2017, growth in the multi-class landscape was due to both organic demand and shelf reorganizations, as companies reclassified share classes due to the introduction of preferred pricing programs.

This month’s Insight lead story looks at assets, sales and redemptions for different share classes, including company rankings. The Trendlines article documents the sales environment across the Canadian regions during the first quarter of 2018.