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.
Target date funds continue to occupy a larger proportion of DC investors' portfolios, mainly at the expense of stable value.
Total U.S. institutional assets increased for the sixth consecutive year, this year appreciating by approximately 3%.
Average fees paid in equities and fixed income show slight decreases in 2015 from the year prior.
Allocations to equities and domestic fixed income are expected to decline with flows going to international fixed income and real assets.
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%.
The volatility over the past year has led plans to place a greater emphasis on liability management as they approach the 100% funding status.
Total Canadian institutional assets grew by 9%, off from last year's increase of 13%.
Fees for active balanced mandates appear to have experienced the most downward pressure in 2015.
Product demand will increasingly reflect specific investor needs.
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