The Share of Wealth Market Report is a powerful analytical vehicle that not only tracks a firm’s overall market share, but simultaneously looks at the makeup and evolution of that market share by as many as seven major delivery channels and three lines of business. This customized report offers a comprehensive, multi-dimensional and highly detailed measure of an organization’s share of ‘wallet’. The delivery channel perspective ensures that the focus is on assets under administration, which is a primary metric for ‘share of wallet’.

Introduced in 2004, the Share of Wealth Market Report is produced semi-annually, but provides quarterly data. A key feature of the report is that it isolates and provides independent measurement of the business of the major banks and deposit-taking institutions. An important tool for organizations that operate through multiple channels and lines of business, the report ensures that organizations are better able to understand the growth dynamics that underpin their business. As well, for companies with a manufacturing focus, the Share of Wealth Market Report allows for the quantification of ‘channel’ penetration.

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