Portfolio allocations continue to shift slowly from domestic equities to non-traditional categories, though diverging objectives lead to very different allocations across investor types.

Institutions report greater appetite for manager hiring across a range of active equity, fixed income, and alternative categories.

Corporate DC plans decreased allocations for active U.S. and international equities.

Fees paid to external managers of Defined Benefit plans and investment pools.

Staffing and allocation of time spent on treasury and cash management functions by treasury professionals from the 2016 banking and cash management studies.

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

Investors continue to express frustration with credit market liquidity, but massive efforts undertaken by market participants and service providers are finally starting to ease the pain.

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

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.