We strongly believe the human banker will remain the cornerstone of commercial and corporate banking relationships. Going forward, AI will make bankers more effective in their client interactions by customizing presentations, generating personalized insights and recommendations, and contributing to solutions tailored to individual clients.
Beutel, Goodman & Co. and Jarislowsky, Fraser hold a significant market position in Canadian equity management.
U.S. Institutions intend to make the largest increases in target allocations over the next three years to commodities, EMD, and real estate.
Target date funds continue to occupy a larger proportion of DC investors' portfolios, mainly at the expense of stable value.
Allocations to Canadian equity stabilized while international equity and fixed income increased modestly.
Given modest asset growth and flat funding levels, institutional investors continue to face a myriad of challenges, ranging from portfolio underperformance to market volatility and risk management.
Allocations to equities and domestic fixed income are expected to decline with flows going to international fixed income and real assets.
Fees for active balanced mandates appear to have experienced the most downward pressure in 2015.
Product demand will increasingly reflect specific investor needs.
The volatility over the past year has led plans to place a greater emphasis on liability management as they approach the 100% funding status.
Product demand will increasingly reflect specific investor needs.
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