Investment Management Pricing (biennial)

This report is a comprehensive examination of the competitive pricing landscapes within the investment management and trust industries, accounting for approximately 80% of Canadian private investment counsel assets. On a firm-by-firm basis, pricing is analyzed by the following variables:

Fee characteristic

• Fee levels
• Breakpoints
• Asset minimums
• Minimum fees
• Custody fees
• Fee schedule trends

Products

• Segregated accounts
• Pooled funds
• Separately managed wraps
• Estate administration
• Investment administration
• Testamentary trusts
• Intervivos trusts
• Retirement compensation arrangements

Firm types

• Domestic bank-owned firms
• Foreign-owned firms
• Financial group-owned investment counsellors
• Domestic independent investment counsellors
• Private wealth advisors
• U.S.-based firms

Regions

• Toronto
• Vancouver
• Calgary
• Montreal
• Other

All of these topics, as well as expanded features on sub-advisory relationships, alternative investments, asset class pricing and performance-based pricing, are included.

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