Insight Investment Funds Report March 2023—The Regional Wealth Landscape Risk-off

The pandemic had an uneven impact on household finances across Canada’s regional landscape. While many families were affected by unemployment, others managed to save and invest more than ever before. Each province’s distinct demographic mix, and the composition of their economies, employment markets, financial services providers and asset mix preferences resulted in differing results across the country.

The March issue of Insight explores these recent developments in provincial trends, focusing on mutual fund sales and asset growth across different regions. The report examines the supply side of investments using mutual fund sponsor data segmented by regions and incorporates recent insights on the investor demand for these products versus deposit and other investment products. Fund sponsor are ranked by assets and net new money for each region. The Trendlines article documents recent trends in fixed income sales.