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.
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%.
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.
Beutel, Goodman & Co. and Jarislowsky, Fraser hold a significant market position in Canadian equity management.
Sprucegrove, Aberdeen and J.P. Morgan hold a significant market position in non-Canadian equity management.
Philips, Hager & North holds a significant market position in Canadian fixed income management.
Dimensional Fund Advisors, BlackRock, Vanguard, and SSgA hold a significant market position in non-U.S. equity management.
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