
Date Posted: Jul 31, 2018

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.
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.
Get access to Investor Economics
Investor Economics Insight July 2018report
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
