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Investor Economics

Research Reports

Clients subscribing to the Investor Economics line of industry studies receive a broader, deeper understanding of the financial services business. Issues are probed from every angle. Propositions are addressed in the most comprehensive manner. Information is updated, monitored and refreshed constantly. We provide what you need to know now.

Fintech Advisory Service

With a particular emphasis on wealth management, the Fintech Advisory Service was created to provide a comprehensive view of the Canadian fintech landscape, size the market potential for emergent business models, and interpret the impacts their entrance will have on the broader industry. Subscribers to this research will be able to immediately assess the size, scope, and the progression of fintech firms in the wealth management space, while gaining a direct understanding of the key players, ideas and innovations that are shaping the future direction of the industry.

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Deposit and Fixed Income Advisory Service

The market for deposits and deposit substitute products is significant, both in size and importance. It is essential for financial services providers to have a comprehensive understanding of this key category, as the continuum of fixed income investment options constitutes a major proportion of the balance sheet of Canadian households. Households are presented with numerous options, from money market mutual funds to high-interest savings accounts, all positioned as providing safety and yield.

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Insight Advisory Service - Gisted Report

The Insight Gisted Report is a synthesized version of our monthly Insight report. It is produced in an electronic format, and is available on an annual subscription basis. Designed to address the needs of those who lack the time to pore over the wealth of information contained in each issue of Insight, the Insight Gisted Report delivers executive summaries of the feature research article, the Trend Lines story, and vital industry statistics with commentary—all in a tidy six-page package.

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Financial Advisor Channel Report

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Investor Economics Household Balance Sheet Report

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. Investor Economics examines and quantifies the wealth market from crucial vantage points, such as distribution channels, product trends and business lines. High-level projections for key financial wealth segments (e.g. the future size of the $1 million-plus market) are an important feature of the report.

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Share of Wealth Market Report

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’.

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Insight Advisory Service

This research service thoroughly examines the investment funds industry. The foundation for Insight is the only comprehensive historical investment funds database in Canada. Subscribers receive a flow of provocative industry research produced on a monthly basis, as well as preferred database access. Insight is not only about data or the production of research reports; it is fundamentally about service. Investor Economics is committed to providing all subscribers with unparalleled hands-on support, responding to their needs with a sense of urgency.

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ETF and Index Funds Report

In addition to tracking the world of mutual and segregated index funds, this service provides extended coverage of the fast-growing exchange-traded fund (ETF) segment. Through a number of exhibits, we analyze the evolution of ETFs from many vantage points, including asset class, underlying investment and investment strategy.

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Mutual Fund Provincial Sales and Market Share Tracking Report

As the title suggests, the Mutual Fund Provincial Sales and Market Share Tracking Report is a customized study that provides detailed analysis of provincial trends in the mutual funds industry. This quarterly report enables subscribers to measure their regional market share in terms of sales and asset growth against the overall industry. As well, the report affords clients the ability to monitor the progress of designated sponsor categories and company peer groups.

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The Fee-based Report

Fee-based assets represent the largest and fastest-growing component of Canada’s wealth market. The Fee-based Report is a detailed study that tackles key issues facing competitors in the rapidly growing fee-based market. Entire sections of the report are devoted to fund wraps and the discretionary management side of the market. Key products, competitors, growth leaders and laggards, pricing and cost trends are all examined. The personal trust market and universal life insurance are also featured sections of the report.

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Fund Wraps Report

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.

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Estate and Trust Pricing Report

This is the most up-to-date summary of fees being charged by leading trust companies in Canada. Participating companies represent over 90% of estate and trust assets under administration. The report can be customized to show client fees against industry high, low and average fees.

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Retail Brokerage and Distribution Advisory Service

The Retail Brokerage Report looks at developments in the Canadian retail brokerage industry and provides brokerage executives with a multi-faceted yardstick for measuring their firm against the industry at large. By giving a sense of what is happening in the industry, the report aids the decision-making of manufacturers, such as mutual fund complexes and life insurers. The Retail Brokerage Report systematically identifies emerging trends and subsequently monitors them on an ongoing basis, allowing companies to efficiently track the role of the brokerage industry in managing the wealth of individual Canadians.

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Full-service Brokerage Profitability Report

The Full-service Brokerage Profitability Report is based on data from an expanding universe of full-service brokerage firms including the Big Six bank-owned firms, as well as the leading independent firms in Canada. The analysis is predicated on detailed revenue and direct/indirect expense data provided under conditions of strict confidentiality by each organization. This customized report identifies trends and extensively tracks the vital productivity, profitability, and advisor and customer account metrics that are needed to understand the dynamics of the industry and its participants.

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Managed Money Advisory Service

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.

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Insurance Advisory Service

The Insurance Advisory Service represents Investor Economics’ flagship research on insurance. This recently-launched service builds on a decade-worth of research into this specialized dimension of the wealth management industry and the legacy of the Segregated Funds Report.

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Private Banking Report

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