About Us | Investor Economics

Our Mission

Investor Economics empowers the wealth management community to prosper and grow by providing unique information and business intelligence.

Our History

1992

1993

1995

2000

2003

2006

2008

2010

2013

2014

2015

2016

2017

1992

Investor Economics is born

Founding members: Earl Bederman, Goshka Folda, Ray Liu.

1993

A star emerges

The inaugural Household Balance Sheet Report was published. It remains our flagship research product to the present day.

1995

Subscription-based research gets underway

Investor Economics initiates coverage of the Canadian investment funds business, launching the monthly Investor Economics Insight.

2000

Moving up the value chain

Distribution comes into focus with the launch of The Retail Brokerage Report.

2003

A fee-based wave brings new opportunity

The Fee-based Report is launched to provide insights into businesses growing out of their transaction-based roots.

2006

Getting closer to our clients

Investor Economics expands, deepening our consulting expertise and resources.

2008

What goes down, must come up

Following the global financial crisis, we helped our clients emerge both stronger and better-equipped to handle the new economic realities of a marketplace in flux.

2010

The plot thickens

The research shelf expands to include specific coverage of ETFs and deposit products.

2013

A new chapter begins

Investor Economics joins the Strategic Insight family after being acquired by Asset International.

2014

Getting closer to the retail investor

Market research experts Corporate Insights join forces with Investor Economics to help clients better determine what drives their share of wallet.

2015

Changing with the times

Research coverage expands to include focused reports on Retirement and Fintech.

2016

A new look

Investor Economics, along with other SI business units, are rebranded as Strategic Insight.

2017

Global expertise on the rise

SI Research is formed, with coverage spanning Canada, the U.S., Europe and Australia.

ISS Market Intelligence

Investor Economics is a part of ISS Market Intelligence (a division of Institutional Shareholder Services) which provides critical data, insight, and solutions to global asset managers, insurance companies and distributors.

Through a combination of proprietary integrated datasets, in-depth global research and trusted executive engagement, ISS MI delivers solutions that drive strategy and data-driven decision making across a wide range of financial products. Our extensive set of global research and analytic services deliver insight and value to clients across the world, in Canada, the U.S., Europe and Australia.