Household Balance Sheet Report
(biennial, with annual statistical update)
The Household Balance Sheet Report has become a widely accepted
research tool that allows financial services providers to assess
the retail market and consider future opportunities and competitive
challenges for their businesses.
Share of Wealth Market Report (semi-annual)
This customized report offers a comprehensive, multi-dimensional
and highly detailed measure of an organization’s share of ‘wallet’.
High Net Worth Market Share Report (annual)
The high net worth (HNW) segment (households with total financial assets of at least $1 million) has become a priority for most financial institutions in Canada.
Investor Economics has developed a proprietary methodology that assists financial institutions in quantifying the relationships they have with HNW households.
Wealth Market Segmentation Database
Investor Economics’ segmentation database offers a comprehensive and
detailed measurement of the demand side of Canada’s wealth market by
segmenting Canadian households according to their financial wealth
assets, income level and life stage.
Managed Money Advisory Service
(semi-annual)
Managed money is increasingly emerging as a new competitive paradigm in the financial services industry. This comprehensive report tracks and updates all of the main facets of the managed money business in Canada, and provides an analytical framework for measuring a company’s ongoing progress.
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.
Deposit and Fixed Income Advisory Service
(semi-annual)
The Deposit and Fixed Income Advisory Service provides fact-based analysis covering key components of this category, from product and competition to delivery channels and trends.
The Fee-based Report (semi-annual)
This detailed study tackles key issues facing competitors in the
rapidly growing fee-based market.
Fund Wraps (semi-annual)
The Fund Wraps report, an extract of a major section of The Fee-based Report, is a comprehensive, multi-faceted and highly detailed diagnostic of the entire fund wrap space.