Introducing the 2020 Investor Economics State of Wholesaling in Canada

Welcome to 2020 Investor Economics State of Wholesaling in Canada, the first comprehensive research ever done in Canada on a topic which merits the launch of a dedicated, multi-focal and ongoing research coverage.

Even before we found ourselves operating amid a global pandemic, the subject of the efficiency of the Canadian fund wholesaling infrastructure was top-of-mind for asset management leaders. The current wholesaling infrastructure was developed during a major expansionary cycle in the funds industry and was optimized to capture a large volume of sales. With margin pressures and the recent acceleration of digital adoption, we expect many asset managers will devote considerable attention to optimizing their sales infrastructure in the coming years.

Excellence Requires Knowledge

Our ambition for the current study is to establish and maintain an analytical, fact-based framework for asset managers to measure and benchmark their wholesaling infrastructure against peers and optimize it using a holistic set of quantitative and qualitative metrics exclusively developed for the users of this research.

Informed by the key hallmarks of the Investor Economics approach, we leveraged our collective industry knowledge and close to 30 years of Canadian industry observation and measurement in the creation of this report.

Key attributes of the study include:

• Canada’s first-ever coverage of National Accounts teams
• Fact-based insights based on exclusive and unique survey data designed by our expert
• Customer Insights market research team
• Industry perspective gleaned through interviews with more than 20 firms
• U.S. and global distribution intelligence from ISS Market Intelligence’s Market Metrics unit

Beyond the report, Investor Economics offers its customary high-touch client service to unlock the full potential of this research. With 80 survey questions and a wealth of data, we also have an enhanced capability to conduct customized analysis on-demand for those firms wishing to dig deeper.

These Insights Are for You

We invite you to review this newest addition to our research shelf. We are confident that your organization will derive significant value from this study and from our unwavering commitment to the ongoing service and support that comes with its purchase. Learn more > 

Goshka Folda
President and CEO, Investor Economics
Global Head of Research, ISS Market Intelligence