Insurance Advisory Service March 2019

2018 Year in Review: Investment Funds Industry Faces Market Uncertainty

A number of headwinds, including market volatility, interest rate moves, and other global economic risks contributed to the challenging sales environment faced by the Canadian investment funds industry in 2018. The March issue of the Insurance Advisory Service summarizes key asset growth and sales figures from the previous year and the first two months of 2019, comparing and contrasting the segregated fund and mutual fund segments.

In addition to this feature story, Section 3 provides the results of our Q3 and Q4 2018 Payout Annuity Survey. This spotlight includes a look at new premiums by distribution channel, by annuity type and by region.