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Share your opinions regarding the financial services industry Current Surveys

Data represents the foundation of what we do at Investor Economics. The vast majority of our data is derived from a number of proprietary surveys that we conduct. Our major surveys are listed below. In a number of cases, the survey data is collected on a confidential basis. We are happy to provide participants with a confidentiality letter to validate this. We invite prospective participants in our surveys to examine them in order to better understand the wide range of data we gather. Although in most cases it is our clients that participate in these systematic data gathering initiatives, it is our practice to provide all contributors with high-level feedback in exchange for participation, with no obligation to acquire our research.


 PRODUCTS
Mutual Funds
  Regional
  Optional Load
  Registered vs. Non-registered
  Series
Individual Segregated Funds
  Regional
  Load Structure/Series
  Guarantees
  Registered vs. Non-registered - Segmentation
Payout Annuities
Universal Life Insurance
Fund Wraps
Discretionary Brokerage
  Fee-based Brokerage
  In-house Managed Wraps
  Separately Managed Wraps
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Market-linked GICs
High-interest Savings Accounts
Fixed-term Deposits
Tax-free Savings Accounts
 
DELIVERY CHANNELS
Branch Advice
Broker Insurance
Brokerage Profitability
Financial Advisors
Full-service Brokers
Insurance Company Distribution
MGA Channel
Mutual Fund Distribution Channels
Online/Discount Brokers
Personal Trust
 
MANAGERS
Discretionary Wraps - Pricing
Institutional Money Mangers
Institutional Money Mangers - Pricing
Private Client
Private Client - Pricing
 
 






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