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Investor Economics

Managed Money Report - Fall 2008

This is the second edition of the Managed Money Report, which is devoted to both the supply and demand sides of the managed money business in Canada. The report comprises three main sections: The Big Picture, Institutional and Individual Managed Money. A description of our sources, process, naming conventions, and methodology concerning the data can be found in the About the Data section. Definitions of the terms used in the report can be found in the Glossary.

The managed money business encompasses two primary segments: institutional and individual. The institutional segment is made up of pension funds, not-for-profit institutions, the investment assets of insurance companies, and corporate portfolios. The individual segment consists of assets managed by private investment counsel, discretionary brokerage assets, and retail investment funds of all types.

Manager data shown in this report represents assets under management (AUM), or those investment assets over which firms have discretion to make day-to-day investment decisions, including assets subadvised on behalf of other managers.

 

 

Report Information

  • Updated: Semi-annual

  • Tags: asset managers, endowments, institutional, money managers, pension

  • Date Posted: February 6, 2009