Investor Economics Insight July 2021

Investment Performance and Sales: An Evolving Relationship

The relationship between investment performance, sales and innovation in the funds industry is, among other things, complicated. Advisors and investors tend to favour funds that are highly rated among peers in terms of investment return track record. In a rapidly changing economic environment, however, innovative mandates and management styles are also sought-after attributes.

The July issue of Insight looks at investment fund performance from multiple vantage points, to uncover which investment products are dependent on high investment performance, and which are not. The Trendlines article touches on the growth of fund wraps within select distribution channels and underscores the ongoing adoption of asset allocation solutions in the financial advisor channel.