Reports
Insight Investment Funds Report
- Special Feature: Managing the Business in a Changing Environment
- January 2025
- December 2024
- Special Feature: A Slow and Uneven Recovery for Investment Funds
- November 2024
- Special Feature: Key Trends in Global Markets
- October 2024
- Special Feature: Investment Performance Drives Sales…Often
- September 2024
- August 2024
Insurance Report
- January 2025—Monthly/Annual Update
- December 2024 Monthly Update
- November 2024 Monthly Update
- October 2024 Monthly/Quarterly Update
- October 2024 Semi-annual Segregated Fund Trends
- October 2024 Semi-annual Payout and Fixed Annuities Update
- September 2024 Monthly
- August 2024 Monthly
- July 2024 Monthly/Quarterly Update
- June 2024 Monthly
Deposit Report
Fintech Report
Retail Brokerage and Distribution Report
- Special Feature—A First Look at the Growth of First Home Savings
- Fall 2024 Quarterly Update
- Summer 2024 Quarterly Update
- Spring 2024: An Alternative Way to Invest in an Evolving Market
- Spring 2024 Quarterly Update
- Winter 2024: All Quiet on the Zero-commission Front
- Winter 2024 Quarterly Update
- Fall 2023 Quarterly Update
- Special Feature: Identifying Trends in Net New Assets
- Summer 2023 Quarterly Update
Group Retirement Savings and Pensions Report
- Q3 2024 IPS Update
- Special Feature: The North American Group Savings Market: Different but Converging
- Q2 2024 IPS Update
- Q1 2024 IPS Update
- 2023 RK Update
- Q4 2023 IPS Update
- Q3 2023 IPS Update
- Special Feature: Record-keeping in the 2020s: Fine-tuning Strategies for Growth
- Q2 2023 IPS Update
- Q1 2023 IPS Update
Insight Investment Funds—Gisted Report
Fee-based Report
Financial Advisor Channel Report
Managed Money Report
Investor Economics Household Balance Sheet Report
Global Research White Paper Series
- Global Whitepaper: Growing Revenues, Not Assets, New Name of the Game May 2024
- Global Research Feature: Liquidity 2022
- Global Whitepaper: COVID-19 Crisis 2020
- Global Whitepaper: Liquid Alts
- Global ETF Whitepaper 2019
- Global Whitepaper: Global Fintech 2018
- Global Whitepaper: "Glocal" Retirement 2018
- Global Whitepaper: Global Regulations 2016
- Global Whitepaper: Global Investment Funds 2017
ESG Report
2021 Investor Economics Household Balance Sheet Report
2021 Household Balance Sheet Report
The current edition—our 15th— is the compendium of our best thinking, analyses, and data on the financial services industry in Canada. Importantly, each study reflects the expansive input from you, our loyal readers.
Over the past 29 years, you have shaped the Household Balance Sheet Report’s fact base and storylines by sharing data and insights about your own growth and successes, and by offering your valuable comments on the report itself. In this fashion, the study is truly the fruit of teamwork on a massive scale. The report encompasses data and ideas from organizations and individuals representing financial services providers, regulators, industry associations and public policymakers, both Canadian and global, and weaves this collective wisdom into a single narrative of the state of the union—and the state of the future—of the Canadian household wealth market.
As subscribers to the Household Balance Sheet Report, many of you know that the publication of this biennial report is, most importantly, an invitation to debate the future of the Canadian financial services industry. Key to the report’s potency is the application of its ideas and projections to address specific strategic and tactical dilemmas facing your businesses. As always, the Investor Economics team is ready to help you mobilize this research to uncover opportunities and to prepare for challenges through in-person and online discussions. Through these interactions, the single map of the financial services industry outlined in the Household Balance Sheet Report becomes nuanced into multiple perspectives, made relevant through firm-specific applications of its content. You help us transform the map into an atlas of new maps.