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.
Total U.S. institutional assets increased for the sixth consecutive year, this year appreciating by approximately 3%.
Product demand will increasingly reflect specific investor needs.
Sprucegrove, Aberdeen and J.P. Morgan hold a significant market position in non-Canadian equity management.
Total U.S. institutional assets increased for the sixth consecutive year, this year appreciating by approximately 3%.
Allocations to Canadian equity stabilized while international equity and fixed income increased modestly.
DB plans dominate both corporate and public plans, but the use of DC plans among public funds grew by almost 100% from 14% to 27%.
Dimensional Fund Advisors, BlackRock, Vanguard, and SSgA hold a significant market position in non-U.S. equity management.
Non-traditional assets continue to inch higher, now occupying more than one-quarter of portfolio assets on average.
Total Canadian institutional assets grew by 9%, off from last year's increase of 13%.
Product demand will increasingly reflect specific investor needs.
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