Unmatched financial services industry expertise delivered through ResearchDataPeopleConsulting

Founded

when we started

Data Fanatics

highly skilled minds

Students of Business

reports produced annually

People-Driven

client problems solved

Featured Insights

December 3, 2020

Investor Economics Releases Report on the State of Wholesaling in Canada

The first comprehensive study of wholesaling since 2012 which also includes Canada’s first-ever coverage of National Accounts.

November 14, 2020

Deutsche Börse acquires leading governance, ESG data and analytics provider ISS

Deutsche Börse to acquire majority stake in Institutional Shareholder Services (ISS) in partnership with current management and Genstar Capital

January 9, 2019

Institutional Shareholder Services Announces Acquisition of Strategic Insight

Acquisition Deal Expands ISS’ Suite of Offerings to the Global Investment Management Community

Data

Data is the bedrock of our business. From the ground up, we collect every last detail to piece together the big picture. Our range is expansive, sourcing inputs from companies large and small across the entire financial services value chain.

Process

If data is our foundation, then our value is in interpretation. Our team creates paradigms, establishes new metrics and introduces unique analytical frameworks, all with the goal to develop unmatched expertise in the analysis of retail financial services.

Research

Our coverage consists of multiple reports released on a monthly, quarterly, semi-annual and annual schedule, ranging from micro-trends in product, distribution and demand to authoritative perspectives on the future of the industry.

People

Our product, however, is not necessarily our outputs, but rather is a relationship with us. We work closely with our clients to deliver and to activate our insights in person, on the phone, or via our publications and commissioned studies.