Reports | July 22nd, 2020 Investor Economics Insight July 2020 Abundance in Unbundling: F-series Funds Dominate the Landscape Reflecting deep changes in advisor practices and investor preferences, the Canadian investment…
Reports | June 23rd, 2020 Investor Economics Insight June 2020 Across the globe, retail investment fund management fees have been under pressure over the last decade. The downward trend in…
Reports | May 25th, 2020 Investor Economics Insight May 2020 Q1 Provincial Update: An Unusual RRSP Season Amid the Covid-19 Crisis Judging from the first two months of 2020, investment…
Reports | April 23rd, 2020 Investor Economics Insight April 2020 Another bull market, another crisis:What is new and what is old in the era of COVID-19?Economic and market crises are…
Reports | March 23rd, 2020 Investor Economics Insight March 2020 Research on Mutual Fund Load Options in CanadaThere was a time when load funds, particularly those with deferred sales charges,…
Reports | February 21st, 2020 Investor Economics Insight February 2020 2020’s Product Development Buzzwords: Alts, ESG, ETFs, Thematic and Private MandatesWhile slow in terms of new sales, 2019 was a…
Reports | January 23rd, 2020 Investor Economics Insight January 2020 The Turn of the Decade: Recipes for SuccessCoinciding with the longest bull market in history, the financial services industry has…
Reports | November 22nd, 2019 Investor Economics Insight November 2019 Fund sales: Weak, but improvingAfter several years of record sales, mutual fund inflows came to a proverbial halt in 2018,…
Reports | October 22nd, 2019 Investor Economics Insight October 2019 Uneven Sales Environment Across the ProvincesIn times of both positive and negative sales, mutual fund net flows and asset growth…