Reports | March 30th, 2020 Insurance Advisory Service March 2020 Segregated Funds Market—Update SeriesThe end of 2019 marked 10 years following the 2009 financial crisis and the longest-running bull market…
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 28th, 2020 Managed Money Advisory Service Spring 2020 The Managed Money Advisory Service provides tactical and strategic information on Managed Assets in Canada. In this report we assess the market,…
Reports | February 28th, 2020 Insurance Advisory Service February 2020 The Insurance Advisory Service provides an in-depth analysis of segregated fund trends. The report covers movements in total assets, gross…
Reports | January 30th, 2020 Insurance Advisory Service January 2020 The Insurance Advisory Service provides an in-depth analysis of segregated fund trends. The report covers movements in total assets, gross…
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 | November 8th, 2019 Managed Money Advisory Service Fall 2019 The Managed Money Advisory Service provides tactical and strategic information on Managed Assets in Canada. In this report we assess the market,…
Reports | October 31st, 2019 Insurance Advisory Service October 2019 The Future of Insurance Distribution in an Increasingly Digital WorldThe pace of technological advancements has proven challenging for the insurance…
Reports | September 27th, 2019 Insurance Advisory Service September 2019 The Insurance Advisory Service provides an in-depth analysis of segregated fund trends. The report covers movements in total assets, gross…
Reports | August 30th, 2019 Insurance Advisory Service August 2019 The Insurance Advisory Service provides an in-depth analysis of segregated fund trends. The report covers movements in total assets, gross…