Managed Money Advisory Service Fall 2020

The Managed Money Advisory Service provides tactical and strategic information on Managed Assets in Canada. In this report we assess the market, competition and growth trends of the industry so our clients can make informed and critical decisions.

The Managed Money Advisory Service Keeps Evolving!
In our efforts to bring you a more interactive experience, we have transformed the Managed Money report into a service with 4 deliverables:

Managed Money Dashboard (currently available for download)

Mutual Funds (including ETFs) and Segregated Funds (currently available for download)

Private Investment Counsel and SMW Dashboard (currently available for download)

Analytical Spotlight on Managed Money (currently available for download)

The dashboards maintain a consistent view of the industry and offer the capability to grab the data to create your own cuts and aggregates. The format also allows the flexibility for us to extend the ranking universes—providing more available data.