Fees remained largely stable in 2016 for Active Canadian Equity Managers, Active U.S. Equity Managers, Active Int'l/EAFE Equity Managers, Active Canadian Fixed Income Managers.

Managers are starting to utilize next generation segmentation approaches which move beyond demographic characteristics, focusing instead on client needs and behaviors.

This report provides detailed information from large corporates regarding their trade finance activities and types of trade finance relationships with their banks and non banks, service quality and product usage.

Despite a volatile year in the markets, Canadian plans improved funding levels, but appear to be more focused on managing risk going forward. Managers are focusing more on outcome oriented strategies to address the shifting needs of institutional...

Overall usage of consultants for traditional advice and manager selection services declined again in 2016 as smaller funds continue to outsource.

This report provides detailed information from large corporates regarding their relationships with their banks, service quality and product usage.

Allocations to alternatives and real assets will continue to rise over the next 3 years at the expense of Canadian equities, with large plans leading the charge.

This report provides key findings from large corporates regarding their bank and non bank relationships in banking, cash management and trade finance discovered in the 2016 Large Corporate Finance Study.

Canadian equity allocations continue their decline in portfolio allocations in favor of non-domestic equities and alternatives, particularly among larger investors.

Overall expected hiring increased again with almost a third of Canadian institutional investors expecting to hire in 2017 driven primarily by new mandates rather than replacement searches.